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THE IPO DOOR IS SWINGING OPEN

The IPO market just cracked open with two unlikely heroes: a GPU infrastructure company and a stablecoin issuer. CoreWeave went public in March and shot up 300% on $1 billion quarterly revenue, while Circle jumped 168% on its first trading day to an $18 billion market cap.

2025.06.09
tomtunguz.com2 min readTLDR Founders

HOW TO SPOT ERR

Many SaaS companies think they have stable recurring revenue when they actually have experimental revenue that could vanish overnight. McDonald's canceling its AI drive-thru instantly killed vendor revenue - a perfect example of ERR (Experimental Run Rate) vs real ARR. The warning signs are everywhere and mistaking ERR for ARR leads to overhiring, burning cash, and fundraising at valuations you can't grow into.

2025.06.09
cloudedjudgement.substack.com4 min readTLDR Founders

HOW PLAID FOUND PULL

Plaid wasted months building finance apps nobody wanted until Venmo suffered through a painful purchasing process to buy its bank connection backend. That pain proved the demand was real. While Venmo was still buying, Plaid pitched 15 other fintechs with a simple question: "Venmo doesn't want to manage bank integrations themselves - how are you different?" Turns out nobody was different - they all bought Plaid's janky automations because building connections to thousands of banks themselves was impossible.

2025.06.09
howtogrow.substack.com4 min readTLDR Founders

SHOULD YOU "RENT" AN EXEC FOR YOUR STARTUP?

A wave of senior execs are ditching full-time work to become "fractional" leaders - part-time operators who embed in startups to solve specific problems. You can tap them to close enterprise deals when you have no sales leader and build financial models before you can afford a CFO. The real unlock though is that watching them do the job teaches you exactly what to look for when you finally hire full-time.

2025.06.09
review.firstround.com6 min readTLDR Founders

HOW I'D RUN A SAAS PRICING PROJECT FROM SCRATCH

Most startup SaaS companies think about pricing by raising prices 20% and crossing their fingers. However, there are actually different strategies depending on your company stage – the 20% approach can work for new companies that need simple pricing that works, but as you grow, your pricing needs to adapt in this specific order: how many plans you offer, when customers hit usage limits, what features cost extra, and only then the actual prices.

2025.06.09
newsletter.pricingsaas.com5 min readTLDR Founders

UNUSUAL AI

Drives pipeline by delivering personalized content to each website visitor.

2025.06.09
unusual.aiToolTLDR Founders

EXTROVERT

Extrovert helps you engage prospects on LinkedIn by tracking posts, identifying key conversations with AI, and enabling your team to comment thoughtfully at scale.

2025.06.09
goextrovert.comToolTLDR Founders

POTPIE AI

Potpie AI lets you create custom AI agents that handle engineering tasks like debugging, system design, and onboarding with precision, using context from your own codebase.

2025.06.09
github.comToolTLDR Founders

THE COMPLEXITY CRISIS

AI makes building apps so easy that companies will soon juggle thousands of them - but they all require connecting to legacy systems nobody can replace. This creates a massive mess that someone has to fix. Accenture is already winning by helping companies deal with this chaos. The big money may not be in building another app - it's in being the middleman who connects everything.

2025.06.09
99d.substack.com5 min readTLDR Founders

CONTEXT, COLLABORATION, INTENT, AND INVESTMENT

Most companies waste incredible energy chasing quarterly goals while ignoring the foundational models that actually drive success. One company discovered that 20 teams had built business cases to move the same metric - if all succeeded, it would have increased 500%, which was physically impossible. The fix isn't better planning but understanding four basics: Context (customer journeys and capability maps), Intent (what you're trying to achieve), Collaboration (how teams work together), and Investment (where you put resources).

2025.06.09
cutlefish.substack.com3 min readTLDR Founders

HOW BLOCKCHAIN COULD REVOLUTIONIZE VENTURE CAPITAL AND PRIVATE EQUITY

Blockchain could revolutionize venture capital by using tokenization, smart contracts, and DeFi to increase transparency, efficiency, and accessibility. Tokenization allows fractional ownership and liquidity, while smart contracts automate transactions and compliance. However, challenges such as regulatory ambiguity and technical risks remain significant hurdles.

2025.06.09
microventures.com7 min readTLDR Founders

Sponsored

OF WEB DATA

Flashpoint's Threat Intelligence Report looks at +3.6 petabytes of data from the hardest-to-reach corners of the web — revealing 2.1B stolen credentials and 5,742 ransomware attacks in 2024, with five major RaaS groups responsible for nearly half.

2025.06.09
go.flashpoint.ioSponsorTLDR InfoSec

AT&T NOT SURE IF NEW CUSTOMER DATA DUMP IS DÉJÀ VU

AT&T is investigating claims that 86 million customer records, reportedly containing birthdates, phone numbers, addresses, and 44 million social security numbers, are being sold on cybercrime forums. The company says this appears to be repackaged data from previous breaches, possibly the 2024 Snowflake incident or an earlier 2021 theft, rather than a new hack.

2025.06.09
theregister.com2 min readTLDR InfoSec

'PATHWIPER' ATTACK HITS CRITICAL INFRASTRUCTURE IN UKRAINE

Cisco Talos discovered "PathWiper," a new Russian wiper malware targeting Ukrainian critical infrastructure through legitimate endpoint administration frameworks. Unlike previous wipers, PathWiper programmatically identifies all connected drives and network paths via APIs before overwriting data with random bytes, potentially more destructive than tools like HermeticWiper used in earlier attacks.

2025.06.09
links.tldrnewsletter.com3 min readTLDR InfoSec

LARGEST EVER DATA LEAK EXPOSES OVER 4B RECORDS

Researchers have discovered an open 613GB database containing over 4 billion records. The database contained numerous data collections, including an 805M record database of WeChat records, a 780M record database of addresses and geographic data, banking information, and MFA devices. However, the researchers could not analyze the dataset comprehensively as it was taken down soon after discovery.

2025.06.09
links.tldrnewsletter.com3 min readTLDR InfoSec

VIBE CODING IS HERE TO STAY. CAN IT EVER BE SECURE?

AI tools are making it easier and faster for people to write code, even with little experience. However, many experts worry that this “vibe coding” approach will pose serious security risks. While AI coding grows fast, it still struggles to make safe and reliable software.

2025.06.09
cyberscoop.com7 min readTLDR InfoSec

BUSINESS EMAIL COMPROMISE CHECK LIST

A Business Email Compromise (BEC) incident response checklist for Office 365 outlines four phases: isolate the compromised account, contain the threat by resetting credentials and removing unauthorized configurations, eradicate traces of the attacker, and assess impact by reviewing sent emails and shared files. The response includes immediate actions like disabling accounts and changing passwords, followed by forensic analysis, stakeholder notification, and required regulatory reporting. Prevention through proper security measures is easier than incident response, but organizations must learn from incidents to strengthen defenses.

2025.06.09
links.tldrnewsletter.com4 min readTLDR InfoSec

THE COST OF A CALL: FROM VOICE PHISHING TO DATA EXTORTION

Google Threat Intelligence Group (GTIG) reports on threat activity from a group tracked as UNC6040. The group uses vishing to impersonate IT support personnel in convincing attacks targeting employees in multinational corporations into granting access or sharing credentials to their Salesforce platform. In many campaigns, the threat actors convince the victim to add a modified version of the bulk data import tool, Salesforce Data Loader, which is modified to send the data to an attacker-controlled infrastructure.

2025.06.09
cloud.google.com7 min readTLDR InfoSec

MIND (PRODUCT LAUNCH)

Mind provides real-time detection capabilities, instantly blocking malicious and inadvertent attempts to exfiltrate sensitive information from an organization's environment.

2025.06.09
mind.ioTLDR InfoSec

AUDITOR.CODES

Auditor.codes is a web platform where users learn to spot security bugs in real C/C++ code. It offers thousands of hands-on challenges, from basic to very hard, and tracks their progress. The site is still in early development, so users are encouraged to give feedback and file bug reports.

2025.06.09
github.comGitHub repositoryTLDR InfoSec

US OFFERING $10 MILLION REWARD FOR REDLINE MALWARE DEVELOPER

The US State Department is offering up to $10 million for information on Maxim Alexandrovich Rudometov, the alleged developer of RedLine malware that steals credentials and financial data. RedLine infrastructure was disrupted in October 2024, but the malware may remain active.

2025.06.09
securityweek.com2 min readTLDR InfoSec

MANDIANT FLAGS FAKE AI VIDEO GENERATORS LACED WITH MALWARE

Mandiant has detected a new malware campaign that utilizes social media ads to distribute infostealers and backdoors. The campaign is spread by advertising free access to popular AI video generators such as Luma AI, Canva Dream Lab, and Kling AI. After the user inputs a prompt, they are served with one of the static malicious payloads that the site hosts.

2025.06.09
cyberscoop.com2 min readTLDR InfoSec

Sponsored

WITH AMPLITUDE, HUBSPOT, & HUBLE

Growth stalls when teams operate in silos. Marketing optimizes campaigns while Product pulls from different data, leading to misalignment, missed opportunities, and friction.

2025.06.09
huble.comSponsorTLDR Marketing

CMOS INCREASE AI INVESTMENTS: HERE'S WHAT THE NUMBERS SAY

83% of CMOs are optimistic about generative AI, up from 74% in 2023. Anxiety dropped from 46% to 23% and outright rejection fell to just 8%. 71% plan to invest at least $10M in the next three years, up from 57%. 68% are using or plan to use AI for live-action video generation and enhancement, and 91% for text translation. On personalization, 50% already use AI for product recommendations, 43% for timed outreach, and 36% for audience segmentation.

2025.06.09
marketingdive.com2 min readTLDR Marketing

MARKETERS MOVE MILLIONS IN AD SPEND FROM THE TRADE DESK TO AMAZON'S AD PLATFORM

Amazon is gaining ground in the DSP market as advertisers redirect budgets from The Trade Desk, especially in connected TV. Buyers cite Amazon's lower platform fees, flexible contracts, and access to exclusive inventory as key factors behind the shift. With Prime Video's scale and improved tech stack, Amazon is not only undercutting competitors on pricing but also offering unique targeting capabilities that are driving broader adoption.

2025.06.09
adweek.com4 min readTLDR Marketing

WRITING AND EDITING ARE MORE IMPORTANT (AND PROFITABLE) THAN EVER

Confusing websites lose millions because people don't act on what they can't understand. Many struggle with writing clearly because they prioritize sounding smart over being understood. To fix this, run readability tests, keep sentences short, get to the verb quickly, and cut unnecessary words. Replace abstract nouns with active verbs, avoid dense academic language, and use simple sentence structures like “A does B to C.” Another effective way to improve comprehension is to speak your message aloud, transcribe it, and edit for clarity.

2025.06.09
conversion-rate-experts.com8 min readTLDR Marketing

IS STARBUCKS' REVERSAL OF AUTOMATION THE NEW GAME IN TOWN?

Starbucks is reversing part of its automation efforts after realizing that the Siren System, designed for speed and cost savings, weakened the customer experience. The system focused too much on internal efficiency and not enough on how people interact with the brand. Technology only adds value when it aligns with what customers care about and supports what the brand stands for.

2025.06.09
blogs.lse.ac.uk6 min readTLDR Marketing

RALEON

Raleon automates email campaign planning, customer segmentation, and content creation, helping Shopify brands save over 10 hours weekly. Its AI Marketing Strategist analyzes brand data to plan multiple campaigns in under a minute and generates email layouts and copy with easy revision options. The platform uses behavioral signals for segmentation, syncing with Klaviyo for fast testing, and reduces manual work by up to 90%.

2025.06.09
raleon.ioToolTLDR Marketing

CHROME EXTENSIONS ARE THE MOST OVERLOOKED MARKETING CHANNEL

Chrome extensions are often overlooked because they focus on traditional campaigns instead of tools integrated into daily browsing. They become part of users' routines without interrupting workflow, creating constant, low-churn brand presence. They also solve real problems where users work, building habits and loyalty. Examples include Buffer's extension for scheduling social posts, Todoist's tool for turning webpages into tasks, and Mixmax's Gmail features for sales productivity.

2025.06.09
marketergems.com4 min readTLDR Marketing

HAVE YOU CONSIDERED "DARK MODING" YOUR BRAND TO BE AI-FORWARD?

Dark mode has become the visual shorthand for AI-native companies. OpenAI, Perplexity, and Hugging Face default to dark interfaces, creating a uniform aesthetic across the AI space, especially for developer-first audiences. While not all AI companies follow this trend, marketers repositioning around AI are increasingly asking if their brand visually reflects the shift toward intelligent infrastructure.

2025.06.09
linkedin.com2 min readTLDR Marketing

RETAIL MEDIA UNPACKED: THE DSP ARMS RACE

Google, Meta, and Amazon are entering the $177B retail media market by integrating retail data into their demand-side platforms (DSPs). With over 250 retail media networks, 93% would shift budgets programmatically if it were easier. Each DSP varies in data matching, inventory access, and measurement, with The Trade Desk growing quickly and Amazon leading in closed-loop reporting. DSP choice affects cost, targeting, and efficiency, especially as cookie deprecation increases the value of first-party data. The fragmented market will favor multipurpose DSPs and specialized platforms over a single leader.

2025.06.09
warc.com5 min readTLDR Marketing

WHY ‘SET IT AND FORGET IT' DOESN'T WORK IN DIGITAL MARKETING

Running digital marketing campaigns on autopilot quietly drains your budget because algorithms shift, competitors change tactics, and audiences lose interest. Platform reps prioritize their company's goals and push new features that may not align with your business needs. The Show and Tell Agency shows how hands-on experts who constantly analyze data, adjust targeting and creative, and focus on specific business goals can deliver results like a 3.6% increase in student applications and an 8.9% rise in enrolment confirmations. Without active management, campaigns fade and fail.

2025.06.09
lbbonline.com4 min readTLDR Marketing