TLDR Founders

TLDR FOUNDERS 2026-10-29

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01GENERAL

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03STRATEGIES & TACTICS

WHAT COMES AFTER SELLING WORK?

Companies spend about $6 on services for every $1 on software, so a lot of AI startups now want to be the law firm instead of selling it software. Selling the work itself might only be step one. Big firms are building their own AI (Kirkland & Ellis is putting $500M into its stack), so give the service away and make money on the deals and data that run through it. For example, Rockwell runs a free benefits concierge for employees at mid-market companies, so it sits right in front of their healthcare spending.

links.tldrnewsletter.com7 min read

DESIGN THE DINNER FOR THE FOLLOW-UP

Most customer dinners are planned around the night itself, and the "great meeting you" email afterward gets ignored. One conference dinner turned into $4M in revenue for Recall.ai. The trick was to put a rep at every table whose only job was seating customers next to prospects, so prospects heard about the product from people who already trusted it. Reps then sent each prospect an intro to the customer they sat beside ("You two were talking about X at the dinner"). That email is much harder to ignore than a thank-you note.

links.tldrnewsletter.com2 min read

04TOOLS & RESOURCES

SMART REPORTS, SURVEYS, AND POOLED GROUP BUDGETS FOR CLAUDE ENTERPRISE

Claude Smart reports surface what a team gets done with Claude and what that work costs. Admins can now create surveys to get feedback on how the team is working with AI. Anthropic has introduced Pool group budgets, giving teams a shared monthly budget. Member limits are still available as a guardrail against unusually high individual use.

claude.com3 min read

INTRODUCING THE SLACK CODE API: YOUR AGENTS, YOUR TEAM, ONE CODE CHANNEL

The Slack Code API allows agents to start code channels, add relevant people and files, post updates as they work, and archive channels when the work is done. It enables teams to work together with agents on tasks with the same shared context. Users can see exactly what agents are doing and who approved it, and workspace controls and data boundaries are built in. Users can choose what agents and models they want to use to suit their needs.

slack.com6 min read

AI TRAFFIC INSIGHTS NOW AVAILABLE IN VERCEL OBSERVABILITY

Vercel now shows how AI bots use your site, including which pages assistants fetch when someone asks them a question and which pages return errors to those bots. Querying the numbers from the CLI requires Observability Plus.

vercel.comTool

05MISCELLANEOUS

HOW I BUILT THE MOST AI-PILLED COMPANY IN THE WORLD

Spawn is a company with 10 people that spends 30 times its payroll on AI tokens. The company ships almost as much as Anthropic, with 77,000 substantial changes in the last 30 days. Its work is done by a fleet of permanent AI agents that each own a part of the company. Each new model improvement has made the team faster and more coherent, and pointed the company's velocity more in the right direction.

links.tldrnewsletter.com20 min read

THE 90% GROSS MARGIN ERA IS OVER

AI companies need a new way to pitch their economics. The cost of serving customers is much higher with AI. Companies need to separate gross margin by customer and gross margin by pricing cohort. When changing pricing, you ideally want to show investors that customers on the new model have higher margins than those on the old one, and that the gap keeps widening.

links.tldrnewsletter.com2 min read