TLDR FOUNDERS 2026-04-03

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REVENUECAT GREW +40% LAST MONTH ALONE. WHY? AI TAILWINDS. YOU GOTTA FIND YOURS

RevenueCat processes well over $1 billion a month in mobile subscription revenue across tens of thousands of apps. 50% of North American mobile subscription apps are powered by it. The number of new developers shipping their first production app on RevenueCat grew by over 40% in March. The vibe coding wave has led to a surge of developers building new apps, and RevenueCat was in the right place to lean into the tailwind.

YOUR NEXT CUSTOMER MIGHT BE AN AI AGENT

Per-seat pricing doesn't make much sense when your next power user doesn't have a pulse. Charging for software access breaks down when the "user" is an agent doing work autonomously, and the shift toward charging for outcomes delivered is already underway. Founders who don't rethink pricing for this will get undercut by those who do.

HOW I SCALED WARP TO 500K WEEKLY ACTIVE DEVELOPERS IN 2024

Warp grew to half a million developers using its product by 2024 through its YouTube channel, GitHub READMEs, Google ads, and sponsor hackathons that marketed to the judges. None of these were obvious channels when Warp started using them. The best growth channels are the ones nobody is talking about yet. Find an untapped channel, run it hard, and move on when it saturates.

BOOTSTRAPPING AN AI AGENT BUSINESS TO $9M ARR

Chatbase hit $9M ARR with 18 people, 10k+ paying customers, and zero outside capital. The full playbook is here. Most bootstrapped founders stay small because they think like bootstrapped founders, not because they lack resources.

YOUR WEBSITE STILL MATTERS. HERE'S WHAT TO PUT ON IT NOW

Your website now has two audiences: humans and AI crawlers, and most B2B sites are still only built for one of them. 30+ examples of what actually works in 2026, from leading with social proof over feature lists to embedding meeting scheduling directly into demo flows instead of gating behind email.

instead.

REPLICAS

Run background coding agents from anywhere.

THUNKABLE

Create and publish native mobile and web apps without coding.

SHORTKIT

The SDK for vertical video.

BEWARE OF SIMPLE NARRATIVES

The narratives that help founders raise money often become the same narratives that blind them to what's actually happening in the business. Useful gut check for anyone who's been pitching the same story for a while without pressure-testing it.

LIQUID DEATH'S MIKE CESSARIO ON BUILDING A BRAND THAT CAN'T BE COPIED

Liquid Death produced its Super Bowl ad for $300k internally while competitors spent millions. The framework starts from assuming your product is a commodity because it probably is, then winning on being memorable instead of being marginally better.

EVEN THE BEST AGENCIES EVENTUALLY RUN THEIR COURSE. THE BEST AI AGENTS WON'T

AI agents always give their best, while human agents often offer their best up front, then drop the quality over time.

TRIAL BY FIRE

Trial by fire confuses exposure with development.

YOUR OFFSHORE TEAM IS PROBABLY AS FRUSTRATED AS YOU ARE

Use small talk to build connection, add business context so workers understand why the work matters, and treat them like owners by asking them to design rather than just execute.

ELAD GIL ON THE CO-FOUNDER FALLACY

The conventional wisdom that you need a co-founder is getting challenged.