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GENIES IS BUILDING THE VISUAL LAYER FOR LLMS

Genies has partnered with Unity to integrate its Smart Avatar Framework into the Unity Editor, enabling the creation of customizable, emotionally intelligent AI avatars for interactive experiences. These avatars combine 3D models with AI-driven behaviors, allowing real-time adaptation and interaction. The collaboration aims to enhance game development and unlock new genres of AI-powered games and interactive entertainment.

2025.07.11
forbes.com6 min readTLDR Founders

VELOCITY CODING

This engineer has been writing 25,000 lines of code per week - 10x his previous output - since quitting his job to go all-in on AI coding. His method: spend most time writing detailed plans, then let AI implement while he reviews in real-time. No fancy automation, just extreme focus. He describes it like ego death - you stop thinking of yourself as the coder and become a "vessel" that channels prompts into existence. Everything becomes just typing, whether into Cursor, Claude, or Slack.

2025.07.11
softerware.substack.com3 min readTLDR Founders

Sponsored

THE 2025 STATE OF FINANCIAL AUTOMATION

BILL's 2025 State of Financial Automation sheds light on how 750 US financial decision-makers and SMBs leverage trends, insights, and technology to tackle challenges and drive growth. Download our report [4] to get the insights you need to stay ahead.

2025.07.09
bill.comSponsorTLDR Founders

MISTRAL IS REPORTEDLY IN TALKS TO RAISE $1B

Mistral is negotiating to raise $1 billion from investors like Abu Dhabi's MGX fund and French lenders such as Bpifrance SACA. The French AI startup, known for its Le Chat chatbot and open-weight LLMs, has already raised $1.19 billion, reaching a $6.51 billion valuation. Mistral is collaborating with MGX and Nvidia to build Europe's largest AI data center, aligned with the UAE's €50 billion AI investment in France.

2025.07.09
techcrunch.com1 min readTLDR Founders

SECTION 174 IS REVERSED: ALL US-BASED R&D EXPENSES ARE NOW FULLY DEDUCTED

The five-year R&D expense amortization nightmare is over. Congress just reversed Section 174, meaning you can fully deduct domestic R&D expenses immediately instead of spreading them over five years. Better yet, startups under $31M in revenue can get retroactive refunds for all amortized expenses since 2022. You have one year to file amended returns for 2022-2024 or take a catch-up deduction in 2025.

2025.07.09
afternoon.co3 min readTLDR Founders

COREWEAVE ACQUIRES DATA CENTER PROVIDER CORE SCIENTIFIC IN $9B STOCK DEAL

CoreWeave acquired Core Scientific in a $9 billion stock deal, gaining over a gigawatt of data center capacity for AI workloads. Core Scientific's GPUs will shift from Bitcoin mining to running generative AI models. Cloud infrastructure providers are rapidly expanding data centers to meet AI demands, as shown by OpenAI's recent 4.5-gigawatt capacity deal with Oracle.

2025.07.09
techcrunch.com1 min readTLDR Founders

THE GRUEN EFFECT

Ever go to Target for toothpaste and leave with $200 worth of stuff? That's the Gruen Effect - when stores deliberately disorient you to trigger impulse buys. IKEA's maze-like layout keeps you browsing longer. Amazon's "related products" send you down rabbit holes. Notion's surprise feature pop-ups keep you exploring. Over 50% of purchases are unplanned because when you're disoriented, your brain stops asking "do I need this?" and starts thinking "ooh, that's nice."

2025.07.09
ckarchive.com3 min readTLDR Founders

HOW TO TALK ABOUT YOUR COMPETITION

Competition proves there's money to be made. This CFO's competitors burned hundreds of millions educating the market while his company quietly converted those educated buyers with a Yeti mug marketing budget. Smart differentiation beats demonization - define yourself on your terms, not theirs. Be specific about who you serve: "We're built for teams of five, not five thousand."

2025.07.09
mostlymetrics.com5 min readTLDR Founders

FEEDBACK CULTURE

This founder discovered that culture is just three things - who you fire, promote, and hire. Everything else is corporate theater. At his startup, every piece of feedback connects to a cultural value that directly affects those decisions. No vague annual reviews. He gave feedback 50+ times last year, mostly positive, always tied to specific behaviors. When promotions depend on documented cultural values, not politics, people actually start living them.

2025.07.09
talks.natetucker.com3 min readTLDR Founders

STABLY

Stably's AI agents test your app like a human, at machine speed, with no engineering overhead.

2025.07.09
stably.aiToolTLDR Founders

ORBIE

Orbie is an AI-powered audio tool for transcribing, summarizing, and translating recordings while preserving user privacy.

2025.07.09
apps.apple.comToolTLDR Founders

THE OTHER VC BARBELL: ENGAGEMENT

VC is splitting into two extremes - funds with 100+ companies doing "spray and pray" versus those with 20-30 doing deep engagement. Mathematically, larger portfolios perform better according to recent analysis. However, that assumes diversification is free, which it isn't.

2025.07.09
newsletter.angularventures.com4 min readTLDR Founders

THE HUNGRY, HUNGRY AI MODEL

AI models consume 300x more input tokens than they output - sometimes up to 4,000x. This founder tested it expecting 20x, but discovered the shocking reality. Since input tokens cost 98% of your API bill despite being 4x cheaper per token, the engineering challenge isn't prompting anymore - it's context engineering. You need efficient data retrieval that finds the best information in the smallest token footprint. Caching moves from nice-to-have to mission-critical when 99% of your tokens are input.

2025.07.09
tomtunguz.com3 min readTLDR Founders

MONEY OR DREAMS

This founder watched dropshipping in 2010 and sees the same pattern with today's AI wrappers - 16-year-olds hitting $1M ARR in 30 days. Find a niche, wrap the latest model, and pay TikTok kids for distribution. Most dropshippers died when Facebook ads got expensive and consumers caught on. However, Nike “dropshipped” Japanese shoes for 10 years before making its own. Now everyone wears Nikes. The takeaway isn't choosing between quick money or building something generational - you need the money printer to fund the dream.

2025.07.09
farza.com4 min readTLDR Founders

THE BASE44 STORY

Maor Shlomo, founder of Base44, bootstrapped his AI-powered app to a $1 million ARR in three weeks and an $80 million acquisition by Wix in six months.

2025.07.09
lennysnewsletter.com3 min readTLDR Founders

Sponsored

STARTUPS

43North is on the hunt for their next cohort - and applications are closing [4] this Wednesday (July 9th) at 3PM ET.

2025.07.07
43north.orgSponsorTLDR Founders

NFDG: THE $1.1B VC FUND THAT 4X'D IN TWO YEARS—THEN GOT ACQUIRED BY META

NFDG, a $1.1 billion AI-focused VC fund led by Nat Friedman and Daniel Gross, achieved a 4x return in two years before being acquired by Meta. Meta's unique acqui-hire offered full NAV liquidity to LPs without governance rights over portfolio companies. The deal reflects a shift as investors prioritize direct involvement in AI development over traditional venture returns.

2025.07.07
saastr.com11 min readTLDR Founders

RECAP OF GOOGLE'S AI UPDATES IN JUNE

Google had 14 major AI announcements last month, spanning from new Gemini 2.5 models and voice conversations in Search to AlphaGenome for DNA research and weather prediction tools.

2025.07.07
blog.google5 min readTLDR Founders

PALMER LUCKEY, BACKED BY PALANTIR'S LONSDALE, TO LAUNCH CRYPTO-FOCUSED BANK

Palmer Luckey, supported by Joe Lonsdale, is launching Erebor, a new crypto-focused bank, to fill the gap left by Silicon Valley Bank's collapse. Erebor is seeking a national bank charter and plans to offer services to tech sectors, including AI and crypto, using a digital-only model. The bank, which aims to be the most regulated entity in this sphere, will integrate stablecoins for fast transactions.

2025.07.07
links.tldrnewsletter.com3 min readTLDR Founders

HOW THE SMARTEST FOUNDERS ARE ALREADY WINNING WITH AI

AI tools are outperforming human creators and changing business landscapes by offering superhuman advisory capabilities and reduced judgment anxiety for users. Traditional software interfaces and roles are becoming obsolete as rapid AI-driven product creation reshapes industry dynamics. Embracing AI as a collaborator enables success, while ignorance leads to irrelevance amidst this significant economic shift.

2025.07.07
saastr.com6 min readTLDR Founders

AI, SEO, AND HOW TO SIMPLIFY YOUR CONTENT STRATEGY

Apple's Eddy Cue just testified that search volume dropped for the first time in 22 years because people are using ChatGPT instead. Google's stock crashed 7%, wiping out $100 billion. However, here's what everyone's missing: when people ask AI tools buying questions, they're asking the same high-intent queries that drive SEO. "What is the best CRM software?" works the same whether you type it into Google or ChatGPT. Instead of panicking about AI killing search, just answer the questions your sales calls reveal customers actually ask.

2025.07.07
hellooperator.substack.com5 min readTLDR Founders

GETTING YOUR FIRST AES OFF THE GROUND

Hiring your first AEs before you have a pipeline is like buying a race car without building a track. Founders must prove outbound works themselves first. The biggest mistake is that founders outsource their target account list too early. Your new AEs see logos, you see patterns from dozens of customer calls. Build the list yourself, automate the outreach so AEs start with full calendars, then get out of their way. Their only job is closing deals, not fixing your CRM.

2025.07.07
dearstage2.com5 min readTLDR Founders

TRANSKRIPTOR 2.0

Transkriptor is an AI-powered tool that transcribes, summarizes, and analyzes conversations into actionable insights.

2025.07.07
transkriptor.comToolTLDR Founders

PROMPTPERF

PromptPerf is a tool for testing and comparing AI prompt outputs across multiple models with similarity scoring.

2025.07.07
promptperf.devToolTLDR Founders

BUNDLED OUT OF BUSINESS

Google just killed a $425 million company by making its product free. Marin Software spent 7 years building the perfect dashboard to manage ads across Google, Facebook, and Yahoo - agencies loved it, and it IPO'd in 2013. Then Google improved Ads Editor and Facebook launched Business Manager, both free. Marin's revenue peaked in 2015 and slid every year until this week's bankruptcy.

2025.07.07
newsletter.failory.com4 min readTLDR Founders

IS THE "CONVICTION" GAME IN VC BS?

Carta ran 20,000 simulations comparing two VC strategies and found something VCs don't want to hear. A "spray and pray" fund with 100 investments beats a "conviction" fund with 20 investments almost every time - 2.6x returns vs 2.1x, and 99.7% chance of not losing money vs 81.9%. Only the top 5% of funds do better with conviction. Yet VCs still concentrate because LPs love the story of genius stock-picking. The math says most VCs would do better admitting they can't predict winners and making more bets.

2025.07.07
productmarketfit.tech5 min readTLDR Founders

HOW TO MEASURE AI IMPACT IN ENGINEERING TEAMS

The phrase, "AI improves developer productivity by 100x," is meaningless hype without data. Most engineering leaders report 0.3-1x actual improvement. DX's framework measures what matters - not just if developers accept AI suggestions, but whether that code makes it to production. Track three dimensions that follow the AI adoption lifecycle: First, utilization (are people using it?), then impact (is it actually helping?), and finally, cost (is the ROI positive?). Most importantly, measure AI agents as part of the team overseeing them, not as standalone contributors.

2025.07.07
newsletter.eng-leadership.com5 min readTLDR Founders

SMALL IS AN ADVANTAGE

No other vendor will care about their success like you will because their success means your survival.

2025.07.07
averageentrepreneur.substack.com3 min readTLDR Founders

THREE CHOICES

Your business depends on three early choices: your platform (like Amazon vs Shopify) sets your costs, your investors decide your timeline and pressure, and your customers shape everything else.

2025.07.07
seths.blog2 min readTLDR Founders

POWERED BY CLAUDE

Anthropic has provided a directory of 29 companies, many of them coding-focused, that are using Claude to build AI-powered products.

2025.07.07
anthropic.com2 min readTLDR Founders

ANTHROPIC ANNUAL REVENUE REPORTEDLY REACHES $4 BILLION

Anthropic hit $4 billion in annual revenue just as two leaders of its Claude Code product jumped to Cursor, one of Anthropic's biggest customers. The timing matters because AI companies are desperately trying to retain talent with salaries up to $690,000. Meta just paid $14.3 billion for 49% of Scale AI and poached its CEO. When your biggest customers can afford to steal your best people, vertical integration suddenly looks less like a moat and more like a feeding ground.

2025.07.04
pymnts.com3 min readTLDR Founders

THE $1B LAND GRAB FOR LEGAL TECH'S FUTURE

Clio bought vLex for $1 billion this week, shortly after Harvey expanded its LexisNexis partnership. Both moves reveal the same strategy - owning the full legal workflow from research to billing. The interesting part is how quickly legal data got locked up. Three companies control most legal data: Westlaw partnered with CoCounsel, Lexis with Harvey, and Clio now owns vLex. That concentration means smaller legal tech companies face a choice: find a dance partner or become one.

2025.07.04
attorneyintelligence.ai4 min readTLDR Founders

THE $4.6T SERVICE-AS-SOFTWARE OPPORTUNITY: LESSONS FROM YEAR ONE

AI-native startups are creating Services-as-Software companies to automate entire roles, positioning integration and outcomes as key differentiators over feature sets. Differentiation now relies on deeply embedding AI into customer environments, leading to a shift where pre-sales merge with post-sales, requiring extensive customization even before contracts are signed. Pricing models are evolving from access-based to outcome-based, aligning costs with the value AI delivers, signaling a major shift towards speed-to-value in a $4.6 trillion market opportunity.

2025.07.04
foundationcapital.com11 min readTLDR Founders

THE ART OF COLD-EMAILING A BILLIONAIRE

Over half of billionaires have responded to this founder's cold emails, including Travis Kalanick and Eric Lefkofsky. Before writing, spend 90% of your effort figuring out the trade: what you want and what makes it worthwhile for them. Then hit four principles: establish competency fast, make your ask clear with the value to them, transparently state your self-interest, and show extra effort beyond the email. Most people think cold email is about persuasion when it's actually about understanding what the recipient values.

2025.07.04
wanderingfounder.substack.com5 min readTLDR Founders

YOUR COMPLETE GUIDE TO DISCOUNTING

Discounting can harm long-term value if done without purpose, decreasing margins and encouraging customer churn. Avoid discounts driven by competitor pricing or unclear product fit, which often trigger bad customer behavior like devaluing the product. Proper discount strategies focus on enhancing lifetime value, such as with big logos or strategic wedges, rather than closing deals fast.

2025.07.04
mostlymetrics.com3 min readTLDR Founders

LIES PER SECOND, MEETINGS PER DECISION RATIO, AND OTHER IMPORTANT BIZ METRICS

Your startup is dying when it takes 15 meetings to make one decision, but traditional metrics won't tell you that. Andrew Chen tracks organizational health through weird ratios like "Meetings per Decision" and "PowerPoints per Launch" - inspired by how he measures everything unconventionally, even ranking activities by death risk ("micromorts"). These metrics catch decay early: healthy teams decide in 3-5 meetings, dying ones need 20.

2025.07.04
andrewchen.substack.com4 min readTLDR Founders

JITTER

Jitter is a collaborative motion design tool that lets you create professional animations in minutes.

2025.07.04
jitter.videoToolTLDR Founders