Daily Edition · Page 12

THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & TRENDS

TLDR Founders

A SPOONFUL OF REALITY FOR 'BENT' VALUATIONS

Airtable's acquisition by Bending Spoons forced the tech community to confront the sobering reality that software companies must grow or die. The acquisition didn't include Airtable's Hyperagent platform, which was carved out prior to the transaction. Bending Spoons mainly acquired Airtable's incumbent SaaS businesses. Airtable's Hyperagent spin-out from the legacy platform shows how success in the AI era may require a full bend away from the past.

HOW NOTION HIT 100M+ USERS BY HIRING FANS INSTEAD OF MARKETERS

Notion now has more than 100 million users and crossed $500 million in revenue in 2025. It's always good to see what a company like that looked like in the beginning. Notion once cut the team to two, borrowed $150,000 from its founder's mother, and rebuilt the product in Kyoto. One of its best early growth hires was a fan whose template site already brought in 20,000 to 40,000 visits a month. Look for the people already teaching, supporting, or distributing your product. They may have started the job before you posted it.

FROM UNCHECKED AI SPEND TO COMPLETE CONTROL: HOW RIPPLING BUILT AI SPEND CONSOLE

Rippling's AI Spend Console gives CFOs and CTOs a clear view of AI spend, connects it to business outcomes, and governs the use of approved LLMs. It ties AI spend to employee attributes so leaders can understand which departments, teams, or roles are driving AI spend. It also connects spend to key business metrics so decision-makers understand where token usage drives improved business outcomes. This post looks at how and why Rippling built the tool.

I FOUND THE AMERICAN DREAM… IN CHINA

Investment casting is the kind of industry most software founders never look at. A conventional part can require a $500,000 mold, eight months of waiting, and up to 40 hours of labor. Rangeview says it can make a pour-ready mold in about 12 days without changing the customer's approved design. Its founder found the market by ranking more than 100 manufacturing processes, then picking one where old tooling and a shrinking supplier base had become the bottleneck. The output stayed the same. Rangeview rebuilt how it gets made.

GAME DISCOVERY LESSONS FROM 30 YEARS (!) IN THE BIZ

In 1995, only 262 PC games shipped all year. Today, you can buy a complete Unity game template for $30 to $100. Making games got much cheaper. Getting anyone to notice got much harder. MobyGames lists about 1,100 PC releases in 1998, while the first PlayStation had roughly 1,500 Western releases across its entire life. Software and media are moving the same way. If customers can choose from thousands of decent products, distribution may matter more than one more feature.

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