Daily Edition · Page 8

THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & TRENDS

TLDR Founders

INFERENCE TIME COMPUTE

DeepSeek's new AI model R1 cost $10M to build instead of the usual $100M+. This article looks at how AI costs are changing - instead of spending mostly on building AI, companies now spend more on running it daily. As AI gets cheaper to build, more companies can use it, which means more computing power is needed overall. For investors and companies, this means the real opportunity might not be in building AI models, but in providing the computing power to run them. This shift could create new winners in the AI industry.

MY PRODUCT WENT VIRAL ON SOCIAL MEDIA BUT ALL I GOT WERE THESE SHITTY USERS

Most users who find products through viral posts don't become real customers. This article asks three important questions about growth: Do users stick around? Can you get more users the same way? Do users actually spend money? Through examples from recent product launches, it explains why steady growth beats viral moments. Find channels that bring in fewer but better users rather than chasing viral spikes that look good on paper.

HOW TO GAIN COMPETITIVE ADVANTAGE THROUGH PAID MARKETING

Competitor analysis has always been an integral part of many successful paid advertising plans. However, other than making the ads perform better and generate more sales, there are certain competition-based strategies that can give your brand a unique competitive advantage. This blog offers a comprehensive guide to gaining a competitive advantage through paid ads, from tips on crafting a unique value proposition and capitalizing on competitor gaps to utilizing advanced audience targeting techniques.

HOW TO MEASURE R&D EFFICIENCY

Engineering teams spend about half their time building new things, and the rest maintaining old work. This article shows how to track if R&D money is being spent well using real numbers from companies. Written by Jellyfish's CFO, it gives finance leaders clear ways to measure tech team performance. The most successful companies go beyond just measuring time spent coding - they connect engineering work directly to business results and customer needs.

PAUSE AS A DECISION-MAKING TOOL

Making quick decisions at work often leads to mistakes. This writer shares how rushing a project estimate led to late nights and stress. By making a rule to never give immediate answers, work quality improved. The writer shows how taking time helps in tough situations like managing teams or handling layoffs. Simple rules like "no answers during meetings" are surprisingly powerful for protecting against pressure and improving choices across all kinds of business decisions.

TRUST AS A BUSINESS MODEL

Companies like Vanguard and Costco succeed by charging less than they could. This article shows how customers stay longer and tell friends more when companies don't maximize prices. Using data from a Stanford-MIT study, it explains why this works especially well for businesses that need lots of happy customers. The data suggests that deliberately leaving money on the table often leads to stronger growth through loyalty and referrals.

HOW SOFTWARE FIRM MICROSTRATEGY'S BIG BET ON BITCOIN WENT STRATOSPHERIC

MicroStrategy, under Michael Saylor's leadership, has transformed into a "bitcoin treasury company" with aggressive investments in bitcoin, vastly increasing its market cap and stock value. The company's strategy includes issuing debt and equity to continually purchase bitcoin, fueling a feedback loop of rising stock prices. However, critics warn of significant risks if bitcoin's price falls, as MicroStrategy's financial health is heavily dependent on its crypto holdings.

TLDR IndexPage 8