▶ 13:48 · $LOVABLE · Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

episode briefing

Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

2026-08-15 · 6 company · 12 thematic

sentiment

6 bull0 bear0 neu

speakers

Built Lovable to $500M ARR in 20 months; platform enables 'vibe coding' for non-technical users to create production software with security, payments, hosting; 1M new projects weekly.

ashraf alcari

Co-CEO of Dropbox leading AI transformation; outlines strategy to embed Dash AI into core workflows, drive durable growth, and expand collaboration tools for verticals.

greg hart

CEO of Coursera overseeing Udemy combination and $100M investment in Learn Vector; describes 50/50 consumer-enterprise model and AI-native personalized learning platform.

quote

“So we're seeing us starting out as just a self-s serve platform where anyone can go in and build and deploy a full product or their entire business and and that self-s serotion is now resulting in a lot of demand a lot of pull from large c…”

—anton osika

episode shorts · 1

Anthropic's 'First Lady'

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Dropbox co-CEO outlines AI strategy: context layer over model ownership, Dash integration driving growth

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Dropbox co-CEO champions customer model choice with open/closed weights, context portability as moat

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Coursera CEO details $100M Learn Vector investment and AI-native personalized learning platform

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$LEARN-VECTORbullish· highgreg hart

Coursera invests $100M in Andrew Ng's Learn Vector to accelerate AI-native personalized learning platform

Coursera's $100M investment in Learn Vector (co-founded by Andrew Ng) acts as a force multiplier for building an AI-native platform that delivers structured, adaptive, one-to-one…

←

▶ 13:48 · $LOVABLE · Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

episode briefing

The Information

Anthropic’s ‘First Lady’ Cami Clark, OpenAI CRO Exit After 8 Months, Lovable’s $13.3B Valuation

2026-08-15 · 6 company · 12 thematic

sentiment

6 bull0 bear0 neu

speakers

anton osika

Built Lovable to $500M ARR in 20 months; platform enables 'vibe coding' for non-technical users to create production software with security, payments, hosting; 1M new projects weekly.

ashraf alcari

Co-CEO of Dropbox leading AI transformation; outlines strategy to embed Dash AI into core workflows, drive durable growth, and expand collaboration tools for verticals.

greg hart

CEO of Coursera overseeing Udemy combination and $100M investment in Learn Vector; describes 50/50 consumer-enterprise model and AI-native personalized learning platform.

quote

“So we're seeing us starting out as just a self-s serve platform where anyone can go in and build and deploy a full product or their entire business and and that self-s serotion is now resulting in a lot of demand a lot of pull from large c…”

—anton osika

episode shorts · 1

Anthropic's 'First Lady'

now playing · $LOVABLE

$LOVABLEbullish· highanton osika

Lovable CEO reveals $500M ARR, Fortune 500 adoption, and proprietary model post-training

Lovable has reached $500M ARR with 2/3 of Fortune 500 companies having employees using the platform, and is post-training open-weight models to increase proprietary token percenta…

$LOVABLEbullish· highanton osika

Lovable post-trains proprietary models on open weights, increasing token share as key moat

Lovable routes requests across commercial and open-weight models, but increasingly post-trains its own adapted models on open weights to serve customer-specific contexts, with pro…

$DBX···bullish· highashraf alcari

Dropbox co-CEO outlines AI strategy: context layer over model ownership, Dash integration driving growth

Dropbox is positioning as the durable context layer for AI workflows, integrating Dash into core products without building own models, targeting 5-6% growth through deeper collabo…

$DBX···bullish· highashraf alcari

Dropbox co-CEO champions customer model choice with open/closed weights, context portability as moat

Dropbox will not build its own models but will enable customers to bring any model (open or closed weight) while providing security, governance, and persistent context, believing…

$COUR···bullish· highgreg hart

Coursera CEO details $100M Learn Vector investment and AI-native personalized learning platform

Coursera's Udemy combination creates balanced 50/50 consumer-enterprise revenue base at $1.5B+ revenue, and $100M investment in Andrew Ng's Learn Vector accelerates AI-native pers…

$LEARN-VECTORbullish· highgreg hart

Coursera invests $100M in Andrew Ng's Learn Vector to accelerate AI-native personalized learning platform

Coursera's $100M investment in Learn Vector (co-founded by Andrew Ng) acts as a force multiplier for building an AI-native platform that delivers structured, adaptive, one-to-one…