THE BEST AI COMPANIES ARE WINNING CONSUMERS AND ENTERPRISES AT THE SAME TIME

Summary from the TLDR Founders newsletter

For decades, you picked a side, a company sold to businesses or to people, and the whole playbook followed from that one choice. The fastest-growing AI-native companies have stopped fitting in either box and increasingly win both at once, which scrambles how you price, sell, and defend the business. The moats that hold up are the unglamorous ones - proprietary data, the workflow loops people live in, network effects, and brand - the trust that makes someone pick you once the underlying model is a commodity.