TLDR Founders

TLDR FOUNDERS 2025-07-02

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02STRATEGIES & TACTICS

THE BRAND THAT TURNED WATER INTO $1.4 BILLION

Mike Cessario watched musicians at Warped Tour refilling Monster Energy cans with water to stay hydrated - they wanted to look cool, not healthy. So he asked, 'What's the dumbest name for water?' Liquid Death. Now people crack open "Mango Chainsaw" and "Berry It Alive" because holding that skull-covered can makes them feel badass. Turns out making water feel rebellious is worth $1.4 billion - who knew boring products just needed better packaging?

ckarchive.com4 min read

HOW GRANOLA AI GROWS

You look at Granola and think "another AI meeting notebook," then see 10% weekly growth and get confused. How did it win in a market with 20+ competitors? Granola realized everyone was solving the wrong problem. Competitors assumed people wanted perfect AI transcripts, but Granola noticed something: people actually like taking notes - it helps them pay attention. They just miss stuff. So instead of replacing note-taking, the company enhanced it. VCs loved it because it worked invisibly (no embarrassing bot joining calls) and made their scattered notes actually useful.

fishmanafnewsletter.com4 min read

DO YOU NEED A CAIO? THE RISE OF THE CHIEF AI OFFICER IN 2025

Organizations are increasingly appointing Chief AI Officers (CAIOs) to lead cross-functional AI strategy. This role requires bridging technology with business, overseeing governance, and managing AI-related risks and innovations. Companies benefit from a CAIO to ensure AI efforts align with broader business goals and compliance standards.

thenewstack.io17 min read

03TOOLS & RESOURCES

CLADO

Deep Research for people.

clado.aiTool

HELIXDB

Get more relevant context for AI with a graph-vector database.

helix-db.comTool

DAYTONA

Daytona is a secure, high-performance cloud platform built for running and scaling AI-generated code with sub-90ms startup times.

daytona.ioTool

04MISCELLANEOUS

NO MORE PAINTING BY NUMBERS

Building with AI is hard because it breaks every mental model we have about software—you can't assume it will work consistently, design paradigms don't exist yet, and users don't understand what it can do. The end result is that the decade-old "SaaS playbook" is dead, leaving both startups and incumbents with a blank sheet of paper instead of the familiar coloring book they've been painting by numbers in for years.

medium.com5 min read

WHY INVESTORS DON'T CARE ABOUT YOUR BUSINESS

VCs keep passing on profitable businesses because they're not looking for good companies - they need potential 100x returns. Since IPOs dried up, everyone's chasing AI startups and hyping valuations through secondary sales. If you take VC money, their moonshot business model becomes yours, whether you like it or not.

steveblank.substack.com5 min read