TLDR FOUNDERS 2026-10-09

EXPLORE STRIPE TREASURY

THE INFINITE SAAS FACTORY

Microsoft has announced more than 30 new Copilot skills across Dynamics 365 Sales, Service, and Customer Insights, allowing users to use Copilot across Chat, Cowork, Autopilot, and Code to complete even more end-to-end workflows. Microsoft has also introduced Microsoft Copilot Managed Runtime, which provides hosting infrastructure that lets code run safely inside a company's environment, governed by IT. Together, these new tools start to form what the company envisions as an infinite SaaS factory.

YOU NEED A NEW CFO

AI-driven tools are transforming the CFO role, shifting focus from data management to strategic business architecture. Finance teams, now leaner and equipped with AI-native software, are evolving toward continuous forecasting and automated workflows. This change allows CFOs to prioritize real-time decision-making, enhancing their strategic influence within companies.

MARKETING ENGINEERS: 100X MORE EXPERIMENTS WITH AI AGENTS

Marketing engineers are the new 10x employee. Part marketers, part builders, marketing engineers understand the customer the best and can act on this understanding the fastest. The best marketing teams in the future will be one or two marketing engineers running dozens of agents. Most people sitting in growth, content, and ops roles right now are one weekend of billing away from becoming a marketing engineer. This post provides a full playbook on how to become one.

PRODUCT DEFINITION

Product definition is the ability to define requirements, functionality, and context in a clear, actionable form that enables humans and agents to deliver the right product. It involves getting the right product built well, understanding the people you build for, choosing the outcomes that matter, and rallying people around the organization to make things happen. The foundation of successful product management is the ability to work with a cross-functional team to define, build, and launch well-designed, stable products. The best product builders strive to execute flawlessly.

REFERENCES ARE THE MOST UNDERRATED TOOL IN HIRING

By the time you're calling references on a candidate you want to hire, it can be hard to change your mind. This hiring guide starts the calls after the second interview, with the candidate's permission, and spreads them through the process. Build ten questions about what you still need to know for this particular role. Ask for stories and comparisons with other colleagues instead of adjectives like smart or hardworking. The answers can shape the next interview, including which claims to test. If a reference suggests another person to call, get the candidate's permission first.

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INTRODUCING THE GEMINI AGENT

The Gemini agent is a single, universal agent for work. It can gather all of a user's business context to complete tasks from knowledge work to answering questions, and from content creation to coding, all from a single prompt box. The agent plans the work, uses skills and tools, connects to systems, and returns something finished. It chooses the best model for the job and has built-in cost controls. The Gemini agent is able to follow security, administration, and governance policies set by the company.

ULTRAFAST MODE

OpenAI has released an API service tier for latency-sensitive work. Ultrafast mode is now broadly available for GPT-6 Astra and GPT-6.1 Sol. It has separate rate limits from Standard and Fast modes. Ultrafast is best suited for tasks where speed justifies a higher cost.

CLAUDE HAIKU 5.5

Run high-volume summarization, classification, coding, support, and browser tasks efficiently.

AI VERSUS VENDOR LOCK-IN

Lock-in persisted for a long time because leaving was too expensive and risky. AI changed the cost of migrations. It's now possible to build a purpose-made converter, reimplement the behavior the business depends on, and use agents to move both code and data across. Businesses now have the ability to leave when the cost of staying gets too high.

COMPUTE CAPITAL MARKETS

Compute is the fastest-growing asset class in the world. The demand for compute will likely continue to increase. Supply will remain constrained across chips, memory, power, and data center infrastructure. A new universe of productive financial assets is emerging, which means there will inevitably be robust markets to price, finance, and hedge exposures around the underlying. There is an immense opportunity in building a marketplace with embedded financial primitives to allow producers and consumers of compute to rigorously express risk preferences along the price and availability curve. These new capital markets are uniquely suited for crypto rails.

THE AI MONETIZATION DEBATE SHIFTS AGAIN

Paying salespeople on customer usage can reward growing existing accounts over finding new ones, so this guide explains how to add payments for new customers and reconcile estimated commissions against actual usage.

THE NEXT GREAT PLATFORM SHIFT: PERSONAL AGENTS

Every previous platform shift changed how humans navigated interfaces - the personal agent removes the human from the interface altogether.

LESSONS FROM BUILDING AI SYSTEMS, PRODUCTS, STARTUPS

Lessons from getting AI products into customers' hands, including why better technology can be hard to sell and when an early customer's requests are turning your startup into a consulting business.

YOUR MOAT IS DEAD. ANYONE CAN REBUILD YOUR PRODUCT.

A team created PhotoCraft, a Rust-based open-source clone of Photoshop, highlighting how easily feature-based software can be replicated.

AI COGNITIVE ATROPHY

AI reliance leads to cognitive atrophy, as seen in professionals using LLMs to solve problems without critical thinking, reducing accountability and ownership.