Daily Edition · Page 13

THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR Founders

HOW TO GROW A MASSIVE BRAND (FULL 2026 MASTERCLASS)

A founder's account and a company's account don't need to publish the same things. This guide assigns the founder the beliefs, lessons, and experience of building, while the company explains products and launches. It also distinguishes posts that attract new people from posts that build trust or encourage a purchase. That gives teams a clearer way to judge results: a post meant to introduce the company should not be assessed only by immediate sales. Interested followers can then move into email or a community for a longer relationship.

OK, I MIGHT HAVE BEEN WRONG ABOUT BUILDING WITH A LEAN TEAM IN THE AGE OF AI

Chatbase is now at 40 people, and it plans to double its number of employees in the next 6 months. Building is now much easier, and the opportunity cost of not building more is huge. Companies that want to build more, grow more, and achieve more still need to hire because humans are still needed in many parts of the building loop. While this might change, it doesn't make sense to act like it isn't true right now.

CAPITAL STACKS FOR ATOMS

Capital allocation has shifted from bits-based businesses to atoms-based businesses over the last few years. Investors have been directing capital to overcome the physical-world bottlenecks of inference. There's an emerging cohort of atoms-based companies in the fields of energy, manufacturing, space, robotics, and beyond. These hard asset businesses are increasingly built and valued on bundles of cash flows rather than revenue multiples. This requires an entirely different approach to capital formation across the company lifecycle.

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