THE NEW AI RISK CURVE

Summary from the TLDR Founders newsletter

AI startups grow faster but fade faster too. They can reach $50M ARR quickly but might shrink in year four as their lead vanishes. Unlike past tech eras where physical infrastructure (on-premise) or engineering teams (cloud) created barriers to entry, AI tools make it easy for competitors to catch up at any point. This creates a new risk curve where impressive growth numbers no longer guarantee lasting success as technology keeps shifting under everyone's feet.