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<div style="display: none; max-height: 0px; overflow: hidden;">Oracle has promoted Clay Magouyrk and Mike Sicilia to co-CEO roles, signaling a leadership transition as it focuses on scaling </div>
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<h1><strong> TLDR Founders <span id="date">2025-09-26</span></strong></h1>
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<strong>Rocket Raises $15M to Lead Vibe Solutioning (Sponsor)</strong>
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<strong>Oracle Appoints New Co-CEOs (2 minute read)</strong>
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Oracle has promoted Clay Magouyrk and Mike Sicilia to co-CEO roles, signaling a leadership transition as it focuses on scaling its AI infrastructure capabilities. Former CEO Safra Catz has moved into the role of executive vice chair of the board.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.firstround.com%2Fai%2Fbrex%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/MtmGOVNLtwcWv3jSlIRtfVfBPilrcXDUxvDhNYO-_FU=424">
<span>
<strong>Agent + Human Ops: How AI is Changing Roles and Workflows at Brex (4 minute read)</strong>
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</a>
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<br>
<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Brex's CTO built an internal AI platform that lets any employee spin up agents in minutes, turning the company's COO's operations team from people managers into agent managers. The shift is radical - disputes that took 3 hours now take 3 seconds, AI does 100% of quality assurance on all interactions, and over 50% of customer support is fully automated. Most L1 roles managing basic tasks are gone, replaced by L2s who now prompt engineers and coach AI instead of coaching humans. Brex even changed its hiring to test AI fluency with case studies where candidates must show their prompts, not just results, because it believes operations can be 5-10x more efficient when teams have their own automation.
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftomtunguz.com%2Fhypergrowth-vs-steady-compounding%2F%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/lUkfUAvtCDnQf_YX-lwlCYjJ-DI2brqKwA4Vm2iY3jc=424">
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<strong>The Math of Hypergrowth: Two Paths to the Same Goal (3 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Slack and Atlassian were worth the same $27 billion when Salesforce bought Slack, but Slack got there in 7 years while Atlassian took 17. The difference illustrates two paths to massive value - hypergrowth or steady compounding over decades. OpenAI is growing 400% at $1 billion revenue, while Atlassian grew 30% at that scale, yet Snowflake's 124% growth path built a $75 billion company versus Atlassian's $42 billion. The lesson is that reaching $1 billion revenue faster creates significantly more value due to time value of money - hypergrowth beats slow and steady even if you eventually hit the same revenue, though most companies can't optimize growth, margin, and retention simultaneously.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fgeorgian.io%2Fblog-why-georgian-invested-in-replit%2F%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/oAqtMYCAbV7DXofxNYJ1yFmyTAWQ0X1R4e1Cfrw0de8=424">
<span>
<strong>Why Georgian Invested in Replit (6 minute read)</strong>
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Georgian invested in Replit's $250 million Series C round as Replit launched its AI-driven Agent 3, enhancing cloud-based software development. Replit democratizes coding by enabling users to create applications via natural language prompts, supporting over 50 languages and featuring AI assistance, real-time collaboration, and one-click deployment. With rapid revenue growth, strategic partnerships, and a versatile platform, Replit is poised to disrupt traditional SaaS markets and expand the AI-powered app creation landscape.
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<div style="text-align: center;"><span style="font-size: 36px;">⚡</span></div></div>
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<h1><strong>Quick Links</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworld.hey.com%2Fjason%2Fwhat-to-do-with-2m-4f0a16b2%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/99pv6OafpikivPDRcY-zAqQBhyVdOWnuTHE8eInUVbo=424">
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<strong>What to do with $2M? (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Jason Fried just gave counterintuitive advice to a 26-year-old who sold his business for a couple million.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flucumr.pocoo.org%2F2025%2F9%2F4%2F996%2F%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/tpDtxXLWtgNsJBL_3K4F_gkvgXwgW-iSgEptAVrg5-Q=424">
<span>
<strong>996 (2 minute read)</strong>
</span>
</a>
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<br>
<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Tech founders are pushing 996 - working 9 am to 9 pm, six days a week - claiming it's the only way to build billion-dollar companies, but there's a catch they don't mention.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fbscholl.substack.com%2Fp%2Feverything-youve-been-told-about%3Futm_source=tldrfounders/1/0100019985eb88e0-67cef043-aae2-4f10-9699-7c53d6dc7d5a-000000/aZu_4Ggjp9y1YND6ft5wV0lAaYFdOTxo93bprOC6FAY=424">
<span>
<strong>Everything you've been told about burnout is wrong (2 minute read)</strong>
</span>
</a>
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<br>
<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
People have a "gratification window," the time they can work before needing tangible results.
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