On this episode of Napkin Math, Sabba and Charlie explain why “small bets” are a terrible idea for most founders. They unpack how VEED ranks #1 for “AI video generator” (and other competitive keywords), explore Ben’s idea for a dream analysis app, the surprising business case for astrology, and how AI agents could thrive in markets like Nigeria. Sabba also shares why he believes the global adoption of stablecoins is inevitable.

Timestamps:

• 00:00 Intro
• 00:51 Small bets vs single focus
• 11:03 How VEED ranks number one for highly competitive keywords
• 18:32 Ben's dream analysis app
• 23:48 The business of astrology
• 29:25 AI agent app in developing markets (Nigeria)
• 37:17 The adoption of stable coins globally is inevitable - Sabba
• 41:26 Quick fire round