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STILL EATING PRODUCTIVITY
How are global teams actually getting things done?
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TLDR FOUNDERS 2026-02-11
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01GENERAL
02HEADLINES & TRENDS
THE GREAT SOFTWARE CORRECTION OF 2026
IGV dropped 28% from its September peak. Microsoft cratered 12% in a single day despite beating earnings. Oracle is down 56%. It's not a temporary panic - it's the market finally pricing in a structural shift where AI eats into the application layer and seat-based pricing models start to break down. Whether you agree or not, every founder selling software should understand the argument.
thinkingtechstocks.com8 min read
WHAT FOLKS ARE REALLY VIBE CODING TODAY
The top use cases for vibe coding in businesses right now are rapid prototyping without waiting on engineering, building internal tools that match processes and needs, turning slide decks into real, interactive presentations, and replacing simple SaaS with custom-built solutions. Vibe coding is eliminating the gap between having an idea and seeing it work. People who need tools are now the ones building them.
saastr.com18 min read
03STRATEGIES & TACTICS
YOUR PRODUCT SHOULD PROVE ITS VALUE IN UNDER 60 SECONDS
Most products lose users because nothing meaningful happens early enough. Users are looking for a reason to believe. Products must earn confidence before asking for effort. Otherwise, users simply disengage.
growthmates.news10 min read
THE GROWTH META: EVENTS AS A GROWTH CHANNEL
Events should be a central part of a launch strategy. They are wildly underutilized by early-stage founders. Events are one of the highest leverage go-to-market activities. In person and live is a different type of magic - there's no way to automate a handshake.
speedrun.substack.com10 min read
04TOOLS & RESOURCES
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REACH MILLIONS OF TECH PROFESSIONALS WHERE THEY ARE PAYING ATTENTION
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DAY
CRM reimagined, with context to understand and agency to act.
day.aiTool
AUTOGRAPH
An army of analysts that never sleep.
autograph.soTool
SPAWNED
Generate and launch web applications, enables discovery and engagement with a built-in audience.
spawned.comTool
05MISCELLANEOUS
THE CASE FOR SCALING VENTURE
Top venture firms argue that scaling VC to raise massive funds is essential as more startups require significant capital to compete in today's market. The abundance of larger companies and increasing private valuations mean VCs must adapt, focusing on supporting founders with resources beyond just financial backing.
links.tldrnewsletter.com21 min read
RENTED VIRTUE
A Quaker lit a blast furnace in 1709 and accidentally started the Industrial Revolution. The businesses that endure across generations have something at their center that can't be justified in purely secular terms. The AI megacycle will produce more overcapitalized companies seeking an identity than any boom in history. The ones that last will look, to outside eyes, irrational.
links.tldrnewsletter.com20 min read
06QUICK LINKS
FEARLESS VS. COURAGEOUS
Most people assume the best founders are fearless, but the opposite turns out to be true - the great ones feel fear acutely and act anyway.
links.tldrnewsletter.com3 min read
BETTING THE COMPANY
Critical business moments require decisive action, often risking a company's future on one key decision.
breakingpoint.tech3 min read
$340B IN VC, BUT FEWER DEALS THAN ANY YEAR THIS DECADE
$340B flowed into US VC-backed companies in 2025.
saastr.com5 min read
THE 3 CURVES THAT MAKE A SCALABLE BUSINESS
You want users and revenue to grow exponentially, bugs per day to grow linearly, and support work to grow logarithmically.
swizec.com4 min read
WHAT GOOD LOOKS LIKE
Improvement happens with less drama, fewer surprises, faster decisions, and clearer handovers when you consistently convert 'good' into artifacts and defaults.
yusufaytas.com14 min read