TLDR FoundersOctober 25, 2024

TLDR FOUNDERS 2024-10-25

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01HEADLINES & TRENDS

DEFENSIBILITY: WHERE WILL VALUE ACCRUE IN AI?

In the rapidly evolving AI landscape, simply building a “10x better” product is no longer enough for long-term success. As advanced AI tools become widely accessible, the competitive edge shifts from creating standout products to continuously adapting and integrating new advancements. Success now depends on a startup's ability to leverage execution speed and adapt to ongoing shifts in the market, which helps ensure resilience against constant waves of disruption.

writing.snr.vc6 min read

GOOGLE'S LEADERSHIP SHAKEUP: LONG COMING

Google's leadership changes reflect an effort to address struggles in search quality and AI. Prabhakar Raghavan's shift to Chief Technologist seems to be more about damage control than Raghavan's desire to "return to his roots." Ongoing antitrust pressures could force structural changes, like splitting off Chrome or the Play Store. Google faces challenges with its ad model as user behavior shifts. With Demis Hassabis now leading AI efforts, a strategic pivot is possible, but the path forward remains uncertain amid tough competition.

growth-memo.com5 min read

POSITIVE B2B AI SIGNS

Morgan Stanley's “GenAI Adoption - 2 Years In” report shows that 40% of AI projects have exceeded ROI expectations, with only 10% underperforming, compared to a typical 20-30% failure rate for IT projects. Larger companies gain more from AI because the fixed costs — like data cleaning — are similar across different sizes. This allows a $400 million company to automate more with the same investment as a $100 million firm. Bigger budgets also help refine AI strategies, making large enterprises more competitive. As a result, they are leading in GenAI adoption, focusing on maximizing returns through careful planning.

saasletter.com4 min read

02STRATEGIES & TACTICS

HOW COPY.AI IS COMBATING GTM BLOAT

Copy.ai's revenue shot up 3.5x in just eight months by evolving from a simple AI copy tool into a powerful Go-to-Market (GTM) platform. The new focus? Automating the clunky, time-consuming processes that bog down sales and marketing teams — aka "GTM bloat." By offering targeted packages that quickly deliver ROI, Copy.ai made it easy for big companies to start using the platform and scale up from there. A pay-as-you-go pricing model kept things low-risk, helping drive rapid adoption.

notoriousplg.ai5 min read

DECENTRALIZED CREATIVITY

Going viral doesn't always require a big ad budget. CheaterBuster's strategy is a playbook in decentralized creativity — hand over control to a swarm of creators and let them do the heavy lifting. By launching an affiliate program where anyone could use pre-made clips to create TikToks, CheaterBuster racked up 350M views and quadrupled its web traffic. Rewards tied directly to performance kept creators motivated, while the organic, trend-aligned content flourished on TikTok's feed.

newsletter.failory.com4 min read

HOW TO SHARE KNOWLEDGE IN A GROWING ORGANIZATION

Stuck in a knowledge silo? You're not alone — 45% of developers say they hit info roadblocks every week. Create spaces like “Guilds” for teams to swap knowledge, focus on “just enough” documentation that stays relevant, and pair new hires with mentors who can guide them through the maze. These tweaks make sharing information easier, boosting teamwork and cutting down on wasted time.

zaidesanton.substack.com5 min read

03TOOLS & RESOURCES

CREATIFY

Create hundreds of winning ads instantly with AI avatars.

creatify.aiTool

MATRICES

AI agents embedded into a spreadsheet.

matrices.appTool

BLAZE DESIGNER

Create beautiful one-click content in your brand style with AI.

blaze.aiTool

04MISCELLANEOUS

WHAT DO YOU DO WITH AN IDEA?

Are ideas truly getting harder to find, or is the real challenge turning old ideas into progress? Many valuable concepts from the 1950s and 1960s remain underutilized, held back by regulatory and economic barriers. Instead of relying solely on more researchers or waiting for AI, progress requires reducing these obstacles and making older ideas economically viable. Examples like nuclear energy's resurgence show how modern tech and demand can revive old concepts. The key is reactivating these ideas, aligning incentives, and creating space for both new innovations and forgotten solutions to thrive.

notboring.co6 min read

WHEN TO MOVE BEYOND PROMPTING TO FINE-TUNING

Fine-tuning is like giving your AI a specialized degree — it's the right move when companies have exhausted improvements with prompt engineering or need more precise, tailored outputs to meet high customer expectations. For example, Harvey, a legal tech startup, used fine-tuning to boost its AI's accuracy by 15-20% for complex legal language. While it comes with higher costs, fine-tuning becomes essential when you need the reliability and precision that general models can't provide, like accurately interpreting contracts or handling sensitive financial data.

thefoundryai.com4 min read

WHY ARE WE DRAWN TO LOW PROBABILITY?

Why do we chase risky bets even when the odds are stacked against us? Whether it's gambling on stocks or skipping seatbelts, people often focus on the slim chance of a reward, overlooking the significant risks. It's a mix of wanting to feel in control and convincing ourselves that “it won't happen to me.” Investors, too, fall into this trap, chasing big gains while underestimating just how rare those wins are. A more grounded approach would focus on weighing risks against probabilities, rather than being swayed by the allure of potential rewards.

investmenttalk.co4 min read