Daily Edition · Page 11

THE DAILY INDEX

Technology, AI, software, security, crypto and business

GENERAL

TLDR Founders

NEW FOUNDER ARCHETYPES IN THE AI ERA

The solo founder is one of the archetypes we'll likely soon see a lot more of. AI enables solo founders to do 100x more, allowing them to ship a v1 when it wasn't possible before. People who can create but can't code can now build. Experts can now create their own software to solve niche problems. Kids and teenagers, who already build products on platforms like Minecraft and Roblox, can now build way more with AI. There will likely be a high failure rate, but some will inevitably work out.

THE EARLY ACCESS PLAYBOOK V2.0

AI made it easy to ship every week and just as easy to skip asking customers whether they need what you shipped. This playbook (from a founder who lost about 18 months to two wrong bets at KISSmetrics) walks through how to run early access so you learn from customers as fast as you ship. The core habit is pretty simple, which is to ask people about the last time they did the job and then watch them use your product. People coming back to use it again tells you far more than any interview, and each of the six plays comes with a short template to fill in.

IF INTELLIGENCE IS GETTING CHEAP, WHAT REMAINS EXPENSIVE?

Buying established service businesses gives AI builders access to what's hardest to replicate: customer trust, distribution, and employees' hard-earned expertise. Ownership also lets them redesign entire workflows and capture the resulting profit gains, which would otherwise largely accrue to their customers. The challenge is turning hours saved into higher revenue and better service, rather than treating adoption alone as success.

HOW TO PITCH REALLY DAMN WELL

Investors walk into early meetings a bit skeptical, mostly looking for a reason to pass on you. A former YC partner explains how to build your pitch around a few claims that make passing feel a little riskier. Investors still don't know how to judge AI-era companies (and they've all watched a huge one slip away), so one tactic is to pick three or four claims where believing any one of them would make an investor nervous to say no. For example, you can test those claims in investor meetings six to twelve months before you raise and keep the ones people still repeat back to you a quarter later.

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