TLDR FOUNDERS 2025-11-24

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AI IS REWIRING THE ECONOMY

AI will force us to reconsider commerce, consumerism, and the norms of our economy. It will commoditize knowledge work, destroying consumer purchasing power. Human behavior will shift from consumption to goal-seeking as AI handles routine tasks. New business models will emerge that profit from human flourishing rather than human spending. Consumerism will cease to be the driver of economic growth.

THE PRODUCT-MARKET FIT TREADMILL: WHY EVERY AI COMPANY IS SPRINTING JUST TO STAY IN PLACE

Product-Market Fit (PMF) used to be something companies would hit, maintain, and scale. The core value propositions for AI companies are up for grabs every week, causing them to flat-out sprint but still stay in the same place. PMF is now a subscription that companies have to keep renewing. Stable PMF will become possible again when we move into the value cycle. This will be when real enterprise value is created.

RB2B'S AI PLAYBOOK: 95% OF CUSTOMER INTERACTION HANDLED BY AI

Founders need to treat AI like their best employee - train it daily, give it the resources it needs, and hold it accountable for results. AI is only as good as the content it is fed. Detailed instructions give AI the ability to handle tough queries. Founders need to do the actual work if they want to replace entire teams with AI.

THE ODDS OF MAKING IT

Reaching $25 million ARR within 10 years is harder than getting into Harvard. Only 1 in 50 startups achieves this milestone. Almost half of software startups make it to $1 million ARR, though it usually takes 2-5 years. AI-native startups are 3X more likely to hit $1 million ARR in six months compared to others. While living in the Bay Area helps, it's not essential for success.

trial, 30 second setup.

PG_AI_QUERY — AI-POWERED SQL GENERATION & QUERY ANALYSIS FOR POSTGRESQL

pg_ai_query is a PostgreSQL extension that brings AI-powered query development directly into Postgres. It allows users to generate SQL from natural language, analyze query performance using AI interpreted EXPLAIN ANALYZE, receive index and rewrite recommendations, and leverage schema-aware query intelligence with secure introspection. pg_ai_query is designed to help developers write and tune SQL faster without switching tools to accelerate iteration across complex workloads. It integrates directly into PostgreSQL databases, providing a seamless way to query data using plain English.

MITTE

Mitte is an AI creative suite for designing, animating, and voicing content with studio-grade precision and performance.

CLEVER

Clever is an AI explainer that uses voice and live visuals to break down complex topics like a hyper-animated tutor on a digital whiteboard.

MISSION, VISION, POTAYTO, POTAHTO

Purpose requires figuring out the positive difference you can make in the world, writing that succinctly, then incorporating it into your strategy, positioning, and goals. Putting words you don't mean onto an 'About Us' page doesn't create a purpose. You don't have to be a mission-driven company to succeed - most startups are too busy making stuff anyway.

BOOM, BUBBLE, BUST, BOOM. WHY SHOULD AI BE DIFFERENT?

The AI revolution will only be three years old at the end of this month. We are likely months, not years, from the end of the party. While AI could be one of the biggest technology shifts in history, it will take way longer to see changes than currently predicted. The size of the current bubble is redefining how we look at previous bubbles. There is currently too much spending with too much leverage, and the deals are getting crazy. Competition with China is fierce - it is very possible that China could win the AI race.

SILLY SAAS RETENTION HACK

Show users how well they're succeeding with your tool as soon as they log in.

YOU CAN NOW BUY 'RARE' INACTIVE X USERNAMES

X's Handle Marketplace will allow Premium+ and Premium Business users to buy or claim usernames from old, inactive accounts.

THE MINUS ONE MINDSET

Minus One is a way of seeing and operating that drives constant reinvention.

WHY NETFLIX BUILT FAST.COM

ISPs were slowing down Netflix on purpose, so Netflix built its own speed testing service to prove to customers that ISPs were the problem.