What you'll learn
How to find your product's ceiling and floor — and why most founders refuse to look
Why "a lot of apps that don't get used make a lot of money" — and why that's a fragile business
What's left to fall back on when a UA channel dries up or a store policy shifts
Building from zero with agents: the stack, the harness, and validating an alpha in three days
Build vs. buy across Superwall, RevenueCat and OneSignal — and why the contextual layer matters more than the tool
Timestamps
- 00:00
- Intro
- 00:52
- Meet Seth — from a college dorm to 15M users
- 04:29
- Getting off the VC treadmill — 8 years to first revenue
- 08:39
- "Apps that don't get used that make a lot of money"
- 10:40
- UA-dependent companies and the day the toggle flips
- 12:24
- Starting from zero again — building with agents
- 15:27
- Validating with three days of paid traffic
- 18:29
- The stack: Mac Studio, Codex & a personal agent harness
- 23:20
- Build vs. buy — why the contextual layer is what matters
- 25:49
- Where humans stay in the loop
- 28:07
- How to spot a vibe-coded app
- 31:34
- 80 onboarding screens and a product that doesn't work
- 34:41
- The one question Seth asks every founder
- 38:26
- Being 10 years early: Suno, Udio & the cost of conviction
- 42:54
- Text-to-song churn and "the reward of the creation"
- 49:52
- Planning when agents ship TestFlights daily