TLDR FOUNDERS 2026-04-08

just goes ahead and does the whole thing for you

"Prep me for my call with Acme." -- Done.

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AGENT SKILLS ARE THE NEW SDK (AND YOU SHOULD BE BUILDING ONE)

Developer infrastructure companies need to adjust their product for AI coding agents as a competitive necessity. Agent skills make it possible to have a 10x solutions engineer for every single customer account. The value of many infrastructure products scales with coverage, and that was previously bottlenecked by developer memory and discipline. Skills dislodge the bottleneck of developer bandwidth.

THE GROWTH METRIC SILICON VALLEY LOVES MOST IS ALSO ITS LEAST TRUSTED

Cluely's CEO admitted to inflating their ARR figures, highlighting a common issue among AI startups. ARR, a key growth metric, lacks standardization, allowing for manipulation and misuse. This challenge raises trust concerns among investors, though experts caution against imposing heavy auditing on startups, advocating for transparency instead.

2026 STATE OF AI AGENTS

The numbers in Databricks' annual State of AI Agents report are striking. Drawing on telemetry from over 20,000 organizations (including 60%+ of the Fortune 500), the report shows multi-agent systems grew 327% in under four months, and more than 80% of databases are now built by AI agents. Companies with AI governance frameworks pushed 12x more projects to production. Of the top 15 enterprise use cases, 40% center on customer experience and engagement.

FROM SIGNUP TO VALUE: HOW AI IS CHANGING ACTIVATION IN SAAS

AI has changed what's possible in the first session. Products that haven't adopted the technology are already behind. The companies that compound growth over the next few years will be the ones that turn early value into lasting workflow habits. Strong first outputs, self-building setup, and onboarding that adapts to what users actually say they need are real improvements.

VIBE → ENVIRONMENT → CULTURE: LEADERSHIP GETS IT BACKWARDS

Leaders obsess over culture when they should start with their vibe. That vibe shapes the environment (processes, approvals, and work patterns), and culture naturally emerges from that environment. Misaligned environments frustrate A-players, slow output, and create politics. The solution is explicit leadership, environment design, and clarity, not trying to force culture directly.

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KREV

Generate product photos and video ads from a single product image for ecommerce marketing.

GERRI

Gerri is the AI agent for contracts that delivers lightning-fast reviews grounded in company-specific rules.

TASKLET

AI agents that connect to all your tools, use computers in the cloud, and run automatically 24/7 to get real work done.

WHICH CRM SHOULD YOU USE IN 2026/2027? FOLLOW THE AGENTS

AI agents are often more important than the CRM itself. Businesses should pick the platform where their agents can do the most work. Every agent deployed deepens a company's commitment to the platform they run on. This means the CRM decision is now also an AI infrastructure decision.

SOFTWARE FINALLY GETS TO WORK: THE OPPORTUNITY IN VERTICAL AI

Vertical software has never escaped a persistent ceiling. It competes for IT budgets rather than the far larger labor spend underneath it, and often requires new headcount to manage. Vertical AI moves the ROI calculation from software budgets to people budgets. This will open up a category of business that the SaaS model structurally can't support.

CONFESSIONS OF A MILLENNIAL IN TECH

Tech shifts like cloud migration and AI are transforming the industry at unprecedented speeds, making previously valuable skills less relevant.

CAN NEW COMPANIES BE BUILT AS MCPS?

Read-MCP businesses serve enriched context into harnesses, while Write-MCP businesses execute actions and write into a common database.

FINDING THE RIGHT ALTITUDE

Most strategic errors are failures of zoom level.

THE FOUNDERS WHO GOT STORYTELLING RIGHT

Some founders become inseparable from their company's narrative.