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THE GREAT IPO AWAKENING: ARE WE BACK?

Last week saw six companies raise $4.4 billion in five days - the busiest IPO stretch since 2021. Klarna priced conservatively at a $15 billion valuation, down from its $46 billion peak, but still popped 15% on debut, while Via Transportation quietly raised $493 million running the software behind 500 million public transit rides annually. Unlike 2021's froth, these IPOs emphasize actual profitability and conservative pricing. There's more coming - Stripe at $65 billion, Databricks at $100 billion, and OpenAI at $300 billion are all preparing debuts that could deliver $200 billion in combined proceeds.

2025.09.17
saastr.com12 min readTLDR Founders

NOTHING CLOSES $200M SERIES C LED BY TIGER GLOBAL, PLANS AI-FIRST DEVICE LAUNCH

Nothing raised $200M in a Series C round led by Tiger Global, valuing the company at $1.3 billion. With new funding, the company plans to launch an AI-first device, focusing on AI integration in its operating system. Despite global challenges, it has achieved significant market share in India and is expanding its AI capabilities under the leadership of former Linktree executive Sélim Benayat.

2025.09.17
techcrunch.com4 min readTLDR Founders

FROM $0 TO $40M ARR: INSIDE THE TECH THAT POWERS BOLT.NEW

Bolt, the one-prompt app builder that went viral, isn't actually an overnight success - it's a seven-year grind that finally paid off. Bolt spent those years building WebContainer, an insane piece of tech that runs Node.js entirely inside your browser tab. When LLMs got good enough to generate full apps in 2024, Bolt pivoted from its dying IDE business and rocketed to $40M ARR in six months with just 15 engineers.

2025.09.17
newsletter.posthog.com8 min readTLDR Founders

WHY WE BUY: THE PSYCHOLOGY OF INCENTIVIZATION

You're at a gas station planning to spend $30 on fuel when you spot a sign offering a $10 gift card if you spend $45. Next thing you know, you're filling the tank completely and feeling like you won. B.F. Skinner discovered why we fall for this when he gave rats a lever that sometimes dispensed food - the unpredictable rewards made them press it obsessively because dopamine spikes at anticipation, not just the reward itself. Sephora tosses in free samples knowing you'll come back for full sizes, Asana randomly shows unicorns flying across your screen when you complete tasks, and smart marketers reveal surprise bonuses mid-launch to tip fence-sitters into buying. The right incentive at the right moment turns "maybe" into "yes" and keeps people coming back for more.

2025.09.17
ckarchive.com3 min readTLDR Founders

SALES KPIS FOR STARTUPS

Sales KPIs for startups should link directly to revenue, focusing on metrics like lead conversion through the sales funnel. Key distinctions include marketing-qualified leads (MQLs), who show interest but aren't ready to buy, and sales-qualified leads (SQLs), who are prepared to purchase. Understanding customer acquisition cost (CAC) and conversion metrics allows startups to optimize pricing and processes for profitability.

2025.09.17
skmurphy.com4 min readTLDR Founders

ARCHIL

Cloud storage that connects directly to S3 data, scales infinitely, and speeds up access 30x.

2025.09.17
archil.comToolTLDR Founders

SMOBI

Send interactive text messages to prospects with rich media, AI automation, and real-time analytics for higher engagement.

2025.09.17
smobi.comToolTLDR Founders

"I'M THE TYPE OF PERSON WHO…"

Identity drives behavior more powerfully than goals - you become "the type of person who ships code daily" then actually ships daily, not the other way around. The author quit smoking by declaring himself a non-smoker first, then acting accordingly, and now deliberately cultivates 50+ identities from "publishes imperfect art" to "returns shopping carts" - each one chosen rather than accidentally accumulated through habit. For startups, this means replacing goals with identity: instead of trying to reach product-market fit, become "the type of founder who talks to customers daily"; and instead of trying to raise funding, become "the type of CEO who builds inevitable companies" - because once you define who you are, the actions follow automatically.

2025.09.17
taylor.town2 min readTLDR Founders

AI WILL NOT MAKE YOU RICH

Generative AI won't create the investor fortunes that personal computers did - it's more like shipping containerization in 1956, which revolutionized global trade but made almost nobody rich. Unlike the PC revolution that surprised everyone and gave startups time to build moats before IBM noticed, AI faces immediate competition from tech giants who control the models and limit experimentation. The real money won't be in AI companies themselves but downstream in businesses that use AI to cut costs and expand into new markets, though even these will face brutal competition. Most of the $1-7 trillion in value AI creates will flow to consumers through cheaper services, not investors.

2025.09.17
joincolossus.com6 min readTLDR Founders

RIP DIGITAL MARKETING TO HUMANS

AI agents are replacing humans in digital marketing by autonomously making purchasing decisions using structured data. Traditional SEO and web analytics are becoming obsolete as agents bypass traditional browsing to extract information directly from databases and APIs. Marketers must now focus on ensuring content is machine-readable to remain competitive.

2025.09.17
news.crunchbase.com4 min readTLDR Founders

WHY NOBODY IS BUYING FROM YOU!

If your company hasn't landed a customer in over a year despite having full sales and marketing teams, your product is a want, not a need, the right prospects don't know you exist, or your sales team is waiting for leads instead of hunting.

2025.09.17
bensaltiel.substack.com2 min readTLDR Founders

Sponsored

In this live session [4], Dermalogica shares how their team transformed one-off A/B tests into a structured, high-impact testing routine that delivers real results [4]. You'll also learn how to apply the same approach to your own experimentation strategy.

2025.09.17
webflow.comSponsorTLDR Marketing

ONLINE BRANDS ONLY TARGETING HEAVY BUYERS ARE MISSING OUT, SAYS STUDY

New research finds that about 50% of online sales come from light buyers, while the heaviest 20% of buyers also contribute about half. Around 70% of sales come from customers who purchase more than the average, but the contribution of frequent buyers is closer to 50-70% of total sales rather than 80-90%. This challenges the idea that focusing on heavy buyers or customers further along the funnel is the best strategy. The research shows that brands should target a wide range of buyers to drive growth in the $8 trillion global e-commerce market expected by 2025.

2025.09.17
warc.com2 min readTLDR Marketing

GOOGLE LAUNCHES NEW PROTOCOL FOR AGENT-DRIVEN PURCHASES

Google just launched AP2, a new open protocol for AI-powered agent shopping backed by more than 60 merchants and financial firms, including Mastercard and PayPal. It enables bots to handle transactions while preserving user consent and traceability. This sets the basis for a future where consumers can say “book my trip” and agents negotiate bundles, compare rates, and complete the purchase within defined approval structures. Marketers should prioritize agent-readiness in their checkout and bundling strategies, especially for high-intent multi-item journeys.

2025.09.17
techcrunch.com3 min readTLDR Marketing

YOUR LOGO SHOULD SHOW WHAT YOU DO

Logos that clearly show what a company does make people view the brand as more authentic, positive, and trustworthy. Across 7 experiments with 4,149 people, brands with descriptive logos were rated up to 27.7% more authentic and 18.7% more positive, and people said they were more likely to buy from 174 real UK startups with such logos. The effect is strongest for new or unfamiliar brands, but it can backfire for undesirable products like lice shampoo. Descriptive logos work because they are easier to process, help people quickly understand the brand, and create associations that make the company seem honest and transparent.

2025.09.17
app.sciencesays.com3 min readTLDR Marketing

HOW TO WRITE A HERO

Creating a clear above-the-fold section on a homepage starts with selecting a reference point familiar to target customers, such as a product category, use case, or competitor. Then explain differentiation, showing why your solution is better within the category, more effective for the workflow, or a superior alternative. The challenge is choosing the right reference and prioritizing segments, since not all points resonate with every audience.

2025.09.17
linkedin.com1 min readTLDR Marketing

HOW TO GET 4X MORE LEADS FROM YOUR CONTENT–WITHOUT FORMS OR GATES

Capturing leads with forms creates a tradeoff. Gate content and you frustrate prospects, un-gate it and you lose visibility. Since only about 3% of an audience is ready to buy, while 97% are still researching, gating often blocks the majority from engaging. A better path is a contact-based marketing system that tracks behavior without forms. Install identification tools like Clearbit or 6sense, set up CRM attribution, and tag assets with UTMs. Then map content to intent stages, monitor user journeys, and trigger tailored follow-ups and ads based on high-intent signals.

2025.09.17
storyarb.com5 min readTLDR Marketing

MOCHA

Mocha is a no-code platform that lets non-technical users build full-stack web apps by describing what they want in natural language. It handles everything in one place (i.e., design, frontend, backend, database, authentication, hosting, and payments), so you don't need to stitch together multiple tools.

2025.09.17
links.tldrnewsletter.comToolTLDR Marketing

GURU 2025 (VIRTUAL CONFERENCE)

The world's largest free virtual email marketing conference is taking place on November 6-7. It will feature 2 days of expert-led virtual sessions covering the latest digital trends, email best practices, and emerging tools. Attendees will hear from high-profile speakers ranging from industry leaders to celebrity entrepreneurs.

2025.09.17
links.tldrnewsletter.comTLDR Marketing

AD CREATIVE FATIGUE: WHAT IT IS AND HOW TO PREVENT IT

Creative fatigue happens when Meta detects declining results due to overexposure. It's not inevitable and is often caused by small, fixable issues like one-ad sets or narrow placements. It is easy to prevent it by using Advantage+ placements, offering five or more text and headline variations, and customizing creative by placement. Fatigue sets in when people see the same thing too many times in similar spots. The more variation built in the campaign, the longer it can stay efficient without causing fatigue.

2025.09.17
jonloomer.com8 min readTLDR Marketing

WHY COLD EMAILS DON'T WORK

A review of 756 cold emails collected over 6 months shows the majority follow ineffective patterns. Most use shallow personalization, misleading subject lines, and weak calls to action. Only 13% had a clear next step, and less than 40% included any link. Repeated follow-ups and irrelevant offers created more frustration than anything else. For marketers, the lesson is to focus on permission-based engagement and content to build trust before sending the first pitch.

2025.09.17
getresponse.com11 min readTLDR Marketing

Sponsored

DESIGN SYSTEM

Most AI tools generate code that ignores your components and design tokens. Engineers end up spending more time refactoring than shipping.

2025.09.17
builder.ioSponsorTLDR Web Dev

FROM 8 YEARS DOWN TO 6 MONTHS: HOW WE BUILT AI TO SPLIT THE MONDAY.COM MONOLITH

Monday.com successfully used an AI-powered migration system called "Morphex" to break apart its massive JavaScript client monolith in just 6 months, reducing the original estimate of 8 person-years of manual work. Morphex combines AI with deterministic code orchestration, breaking the complex migration into small, validated steps while using Monday.com's own platform to track progress and manage thousands of files across the codebase. The hybrid approach has strict validation at each step, human oversight through "Human Todos" and code reviews, and parallel processing to migrate from JavaScript to TypeScript.

2025.09.17
engineering.monday.com8 min readTLDR Web Dev

THE “MOST HATED” CSS FEATURE: COS() AND SIN()

CSS trigonometric functions, specifically `cos()` and `sin()`, were identified as the "Most Hated Feature" in the State of CSS 2025 survey. This article explains these functions by relating them to the unit circle and Cartesian coordinates, explaining how they can be used to calculate positions in circular and wavy layouts. The article then shows how `cos()` and `sin()` can be used to create damped oscillatory animations.

2025.09.17
css-tricks.com18 min readTLDR Web Dev

LOW- AND MID-TIER MOBILE FOR THE REAL WORLD

It can be good to use real-world low- and mid-tier mobile devices for web performance testing in 2025, rather than relying solely on Chrome DevTools' emulated settings. This dev recommends the Samsung Galaxy A15 5G ($199) for low-tier testing and the Samsung Galaxy A54 5G ($450) for mid-tier testing, based on their global market penetration, representative hardware capabilities, long software support, and reasonable pricing.

2025.09.17
csswizardry.com8 min readTLDR Web Dev

WHEN THE JOB SEARCH BECOMES IMPOSSIBLE: THREE PHASES OF BURNOUT

During a prolonged job search, this dev burned out. As time goes on, there is an increasing exhaustion and desperation in each phase as traditional job-seeking methods fail. However, devs in this situation aren't alone, and should take rest and recharge their minds when they burn out during such tough job searches.

2025.09.17
jeffwofford.com10 min readTLDR Web Dev

IN DEFENSE OF C++

This dev defends C++ against common criticisms, saying that its complexity is manageable, its age doesn't equate to obsolescence, and its "unsafe" reputation can be mitigated. C++'s large ecosystem and continuous updates, like C++20 and C++23, make it a relevant choice for various applications.

2025.09.17
dayvster.com14 min readTLDR Web Dev

LET'S KILL VIBE CODING AND BRING BACK PROMPT ENGINEERING

Devs have abandoned the methodical approach of prompt engineering in favor of vibe coding. While vibe coding may feel effortless, it often produces sloppy, inconsistent results, whereas prompt engineering leads to higher-quality, more reliable AI-generated code through deliberate problem-breaking and iteration.

2025.09.17
blog.logrocket.com8 min readTLDR Web Dev

CLAUDE CODE ACTION

Claude Code Action is a GitHub Action developed by Anthropic that allows Claude to answer questions, implement code changes, review code, and automate tasks within pull requests and issues. It detects when to activate based on mentions, assignments, or prompts, and supports multiple authentication methods.

2025.09.17
github.comGitHub repositoryTLDR Web Dev

CLAUDE FLOW

Claude-Flow is an enterprise-grade AI orchestration platform. It combines hive-mind swarm intelligence, neural pattern recognition, and many MCP tools to help create AI-powered development workflows. The platform has a dynamic agent architecture, SQLite memory system, advanced hooks, and GitHub integration.

2025.09.17
github.comGitHub repositoryTLDR Web Dev

ANTHROPIC ECONOMIC INDEX REPORT: UNEVEN GEOGRAPHIC AND ENTERPRISE AI ADOPTION

Anthropic's Economic Index report shows that AI adoption is following historical patterns of technological diffusion, with usage concentrated in wealthy regions and specific enterprise applications, though at an unprecedented speed. The report found that 40% of US employees now use AI at work (up from 20% in 2023), with high-income countries like Singapore and Canada showing 4.6x and 2.9x expected usage rates, respectively, while emerging economies like India and Nigeria lag significantly behind. Enterprise API usage shows businesses primarily deploying AI for automation tasks (77% of cases).

2025.09.17
anthropic.com8 min readTLDR Web Dev

HOW RUBY EXECUTES JIT CODE: THE HIDDEN MECHANICS BEHIND THE MAGIC

This article explains the inner workings of Ruby's JIT (Just-In-Time) compilers. JIT-compiled machine code lives alongside the original bytecode in Ruby's Instruction Sequences (ISEQs), with Ruby deciding which to execute based on call frequency. Methods must be called 25+ times to be profiled and 30+ times to be compiled to native code. When JIT code's assumptions are violated, Ruby "de-optimizes" by falling back to the interpreter to guarantee correctness.

2025.09.17
railsatscale.com6 min readTLDR Web Dev

NOW TESTING IN SFO

Waymo has received a permit to begin commercial operations at San Francisco International Airport.

2025.09.17
waymo.com2 min readTLDR Web Dev

Sponsored

Ever feel like your MSP is reacting to problems rather than preventing them?

2025.09.16
threatspike.comSponsorTLDR