The top use cases for vibe coding in businesses right now are rapid prototyping without waiting on engineering, building internal tools that match processes and needs, turning slide decks into real, interactive presentations, and replacing simple SaaS with custom-built solutions. Vibe coding is eliminating the gap between having an idea and seeing it work. People who need tools are now the ones building them.
Most products lose users because nothing meaningful happens early enough. Users are looking for a reason to believe. Products must earn confidence before asking for effort. Otherwise, users simply disengage.
Events should be a central part of a launch strategy. They are wildly underutilized by early-stage founders. Events are one of the highest leverage go-to-market activities. In person and live is a different type of magic - there's no way to automate a handshake.
TLDR puts you in front of your target audience with almost no competition. Each newsletter features only three advertisers max, giving your message the space it deserves. Millions of developers, product managers, CEOs, and other tech decision makers actually see what you have to say! Learn more [9] about running a test campaign.
Top venture firms argue that scaling VC to raise massive funds is essential as more startups require significant capital to compete in today's market. The abundance of larger companies and increasing private valuations mean VCs must adapt, focusing on supporting founders with resources beyond just financial backing.
A Quaker lit a blast furnace in 1709 and accidentally started the Industrial Revolution. The businesses that endure across generations have something at their center that can't be justified in purely secular terms. The AI megacycle will produce more overcapitalized companies seeking an identity than any boom in history. The ones that last will look, to outside eyes, irrational.
Improvement happens with less drama, fewer surprises, faster decisions, and clearer handovers when you consistently convert 'good' into artifacts and defaults.
Vertical software stocks are down 43% from their highs. DevTools are down 21%. The gap doesn't track with which sectors AI can actually replace - it correlates almost perfectly with growth rates. Slow growers (8-11%) are getting crushed while faster growers (21-22%) are holding up. The market isn't pricing in AI disruption. It's pricing in who can outrun it.
AI companies are fighting churn and facing a retention apocalypse. The real retention curve starts when the hobbyists leave, leaving only the people who've integrated AI into actual work. AI churn is higher because it's easy to buy and cancel, and many trials reflect curiosity more than long-term commitment. Companies that win move upmarket, build for habitual workflows, and add services/FDEs on top of AI.
ZoomInfo was built from $0 to IPO, and its founder has a nuanced take on the "when do you upgrade your early team" question. His answer: every exec was a first-timer once, and external hires aren't automatically better. The real question is whether someone can do what the business needs for the next 12-24 months, not whether they've done it before.
Modern systems optimize by simulating terminal states, collapsing openings and middlegames into scripted execution, from chess engines to modern warfare and AI strategy. This endgame-first reasoning treats real-world uncertainty as a series of bottlenecks to skip, rewarding fluency in simulation over engagement with unresolved complexity. The failure mode emerges when actors mistake the ability to model outcomes for proximity to them, abandoning the middlegame where risk, ambiguity, and real consequences still concentrate.
Studio mode focuses on slow, deliberate storytelling with deep craft and novel perspectives, producing rare, timeless content that gains momentum through careful refinement. Newsroom mode prioritizes fast, responsive storytelling, engaging with ongoing conversations and surfacing insights while the moment is alive. The most effective storytellers cycle between the two, letting newsroom responsiveness inform studio work and studio depth amplify newsroom relevance, creating a feedback loop that balances craft with timeliness.
All large companies work remotely - the only people truly working 'in person' at any of these companies are the ones sitting within earshot. Everyone else is collaborating through screens. Hire people with agency who want to work hard. Employees who prefer remote work just want to do their best work in an environment that suits them.
Why do we consistently reward confidence over competence, and how does Dunning-Kruger play out in startups? The best operators don't start confident - they iterate until they actually know what they're doing, and the real confidence follows naturally.
2026.02.09·
investing1012dot0.substack.com·5 min read·TLDR Founders
The old adage was "don't boil the ocean." With artificial superintelligence on the horizon, it's time to retire that phrase entirely. The fear of the future is directly proportional to the smallness of your ambitions. If your plan is to maintain the status quo, AI is terrifying. If your plan is to build something dramatically bigger, it's the best news you've ever gotten. This is Jevons Paradox for everything: when a resource becomes dramatically more efficient, you don't use less of it, you use vastly more.
Foundation model vendors are rapidly verticalizing, compressing the window for Vertical AI companies that rely on short or medium “last-mile” workflows.
LLMs absorb the interface layer of vertical software, collapsing workflow-based moats and turning products into interchangeable APIs. When users interact only through chat, suppliers lose brand, UX, and switching costs, forcing competition on data quality, coverage, and price. This completes Aggregation Theory by eliminating interface defensibility, triggering valuation compression for software companies without truly proprietary data.
Solve for customers and your market, not for investors and media. Help customers understand what you do for them. This will help investors understand you better as well. Frame what you do from the perspective of customers - investors usually don't know what the current hot buzzwords mean either.
Nobody wants to hear this, but Resend CEO Kushal Byatnal's path to his first $1M in ARR was mostly just showing up. In-person meetings. Manual cold emails. Reading buying signals that most founders miss because they're too busy trying to automate everything. He shared the whole playbook, and it's refreshingly unglamorous.
This company got its first 1,000 users entirely from Reddit before raising a cent. Millions of people are already talking about the exact problems your product solves, and most founders completely ignore them. The founder has shared the full playbook for finding those threads, jumping in without being salesy, and converting lurkers into actual users for free.
Reza Khadjavi, CEO of Motion, explains how the company transitioned from a Shopify app to a creative analytics platform, emphasizing the importance of creative over audience targeting in advertising. Motion fostered the role of creative strategist, focusing on merging data and creativity, which is now leading in marketing strategies. As AI reshapes industries, Motion has adapted to be AI-native, demonstrating the necessity for B2B brands to adopt consumer-style marketing approaches.
Most founders have no idea if their numbers are any good. This report gives you the actual benchmarks, from trial length to whether requiring a credit card makes a difference. Products that gate with a card convert at 30%, roughly 5x those that don't.
Former PayPal President David Marcus recently published a postmortem on what went sideways at PayPal. He discussed miss leverage, bad metrics, and how financial optimization replaced product conviction. This post translates seven takeaways from Marcus' article into practical takeaways for teams. A link to the original postmortem is available.
When Sara Conlon joined OpenAI, each product team managed its own billing logic. The result was duplicated effort, inconsistency, and technical fragility.