BET THE FARM

Summary from the TLDR Founders newsletter

Many companies are bragging about wide-scale AI adoption, but their hallway conversations tell a different story: many employees haven't opened AI tools in weeks. Dashboards are showing logins, not usage. This is transformation theater. Companies that go all in on AI by making it mandatory tell a different story: increased revenue and lower headcount. The best people see the theater and leave for places where transformation is real.