HOW TO WIN THE NEXT WAVE OF CONSUMER SOFTWARE

Summary from the TLDR Founders newsletter

Facebook used to spend its first ten days with you trying to get you to add seven friends, because the friend graph was the product. TikTok overlaid an interest graph onto Musically's video player and suddenly the feed felt "For You." The next graph is the identity graph, the unstructured stuff that makes you who you are (job, worldview, family, and hobbies), that AI can finally piece together. Whoever connects those signals first wins the next decade of consumer.