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<div style="display: none; max-height: 0px; overflow: hidden;">OpenAI is transforming ChatGPT from a chatbot into an operating system. The company launched Apps SDK so developers can build actual apps </div>
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<h1><strong> TLDR Founders <span id="date">2025-10-08</span></strong></h1>
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<strong>If you're building the Enterprise AI roadmap, clear your schedule for October 22 (Sponsor)</strong>
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The <a class="in-cell-link" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fenterprise-ready.com%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=q32025/3/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/jx8iiyodVfPic6jVVajIj8AqTfCe_zHBHzfxphXo6xY=426" rel="noopener noreferrer nofollow" target="_blank"><span>Enterprise Ready Conference</span></a> is a one-day event in SF for product and engineering leaders shaping the future of Enterprise AI.
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<br>You'll hear how they're driving Enterprise AI adoption in real-world environments — what's working, what's not, how they're scaling securely, and where automation is making the biggest impact.
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<br>If you're a founder, exec, PM, or engineer responsible for the Enterprise AI roadmap, this conference is for you.
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<strong>Everything OpenAI Announced at DevDay 2025 (1 minute read)</strong>
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OpenAI is transforming ChatGPT from a chatbot into an operating system. The company launched Apps SDK so developers can build actual apps inside ChatGPT instead of just GPTs, meaning you can talk directly to Canva, Zillow, and Coursera without leaving the chat interface. OpenAI also released AgentKit for building agentic workflows with evaluation tools included.
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<strong>NYSE Owner ICE Commits Up to $2B Investment in Betting Platform Polymarket (3 minute read)</strong>
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The NYSE owner, Intercontinental Exchange (ICE), plans to invest up to $2 billion in the prediction marketplace Polymarket, valuing it at around $8 billion. This move seeks to provide legitimacy and expand Polymarket's reach, potentially aiding its return to the US market. ICE will also distribute Polymarket's event-driven data and collaborate on tokenization projects.
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<strong>AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker (3 minute read)</strong>
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OpenAI will deploy 6 gigawatts of AMD Instinct GPUs over multiple years, starting with 1 gigawatt in late 2026. If the deal is fully exercised, OpenAI would acquire 10% of AMD. Two weeks ago, OpenAI agreed to a deal with Nvidia for $100 billion, with OpenAI's data center spending commitments now totalling over roughly $1 trillion over the coming years.
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<strong>7 Questions Every Data Team Should Ask the Business (5 minute read)</strong>
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Most data teams struggle with the same problem: nobody knows what to work on. The business asks for dashboards, the analysts build them, and a month later, everyone quietly stops using them. This piece argues it's a conversation problem. The author's team at Facebook used to sit down with every department twice a year and ask questions that got to the real issues: What's keeping you from hitting your targets? When was the last time data changed your mind? Where are you putting in effort without results? These questions don't sound technical, but they surface where data can actually help. If you stop asking what people “need from data” and start asking how they make decisions, you'll finally find work that matters.
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<strong>Elad Gil's Framework for Spotting Billion-Dollar Markets Before They Look Big (5 minute read)</strong>
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Markets beat teams beat ideas - great teams can't escape bad markets, but great markets give you multiple shots on goal. Wedding invitations seemed too niche, payroll too boring, file storage too late, then became Minted, Gusto, and Dropbox. Four principles for finding overlooked opportunities: use first principles to ask what's changed in cost or infrastructure, scratch your own itch with real pain, not vague ideas, build product-first because "would you use this" is weak but "would you pay now" is real, and look where smart people tinker for fun before mainstream notices.
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<strong>Everyone Hates Virtual Desktops. Why? Slow, Expensive and Stuck in the Past (Sponsor)</strong>
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Lag. Latency. Cost. Complexity. You can do better: <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flanding.venn.com%2Fschedule-a-demo-tldr%2F/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/8Awa8E_AiURDRrzFM-moi4zzWt5EtghjZbw5hywxBAY=426" rel="noopener noreferrer nofollow" target="_blank"><span>Blue Border™</span></a> secures work data and apps locally on any PC or Mac - no hosting, streaming, or added infrastructure. Enjoy fast, secure remote work on any PC or Mac - up to <strong>40% less than Virtual Desktops (VDI). </strong><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flanding.venn.com%2Fschedule-a-demo-tldr%2F/2/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/xTFbwJ_kSfNX39yNttOswumcPcBsN8w9xE01hrav_QI=426" rel="noopener noreferrer nofollow" target="_blank"><span>See why Blue Border™ is the #1 VDI alternative</span></a>
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<strong>Semiotic (Tool)</strong>
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AI-native design agency.
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Agentic AI platform that transforms organizational knowledge into self-learning agents for automating support, sales, and marketing tasks.
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<strong>Databutton (Tool)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI-powered dev tool that turns business ideas into full-stack apps through natural language input.
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<div style="text-align: center;"><span style="font-size: 36px;">🎁</span></div></div>
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.strangeloopcanon.com%2Fp%2Fcan-we-get-an-ai-to-write-better%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/XpiIeIm1U95fX6znstXTUONIIhM3h9JxFmM1Mo4yDpY=426">
<span>
<strong>Can AI write better? (3 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
A founder decided to measure what makes great writing tick, literally. By mapping the rhythm and “surprise spikes” in authors like Hemingway and Wodehouse, he found each has a quantifiable fingerprint: where sentences get weird, sharp, or musical. He trained a small model to detect those pulses, and it worked. Maybe the next step in AI isn't more scale, but learning how to imitate the texture of human thought.
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.thevccorner.com%2Fp%2Fbuild-a-billion-dollar-startup-with%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/2MoZbTTltvxE6ryVWbQ-CENE_VcuC8qzKZxoE-c0trc=426">
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<strong>Build a Billion-Dollar Startup with a minimal team thanks to AI (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Instagram sold for $1B with 13 people. WhatsApp had 55. PostHog ships with pods of two to six, and Basecamp runs profitable software with roughly 30 and no managers. The observable pattern is to design for systems over headcount. In practice, that means your engineer answers the support ticket instead of waiting for “customer success,” your designer pushes copy tweaks straight to production instead of filing a Jira ticket, and your founder still writes the onboarding emails because it keeps them close to the user.
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.seoforjournalism.com%2Fp%2Fchatgpt-for-competitive-analysis%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/R85XrQNiukUdNmfs8tmZGjMEczoSNV3vaJr8f5DCTMU=426">
<span>
<strong>ChatGPT for competitive analysis (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Most people use ChatGPT to ask who their competitors are. This team turned it into a newsroom analyst. They dropped in homepage links, headline lists, and keyword data from Toronto outlets and had it break down tone, coverage gaps, and what kinds of stories each publication actually wins on. It found patterns humans miss, like which sites dominate “how/where/when” searches or bury strong topics under weak headlines. It's the first real glimpse of AI used not for shortcuts, but for curiosity at scale.
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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%2Ftechcrunch.com%2F2025%2F09%2F30%2Fcomposite-gets-backing-from-nfdg-for-its-cross-browser-agent-tool%2F%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/NoYkLWcV-zbEw0beQEipIZr2m2Tp5hePBAwCF4eaPio=426">
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<strong>Composite gets backing from NFDG for its cross-browser agent tool (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Composite secured $5.6 million in seed funding led by NFDG to develop its cross-browser AI agent tool.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.startuparchive.org%2Fp%2Fjeff-bezos-explains-why-wandering-is-essential-for-invention%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/_Iyh4qrTuw9CpH70k7zFLTDKP7gOZ1lsPUSkWvbHSRE=426">
<span>
<strong>Jeff Bezos on why wandering matters (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Jeff Bezos reminds us not to forget the value of “wandering.”
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fnewsletter.angularventures.com%2Fp%2Flearning-to-let-go-care-vs-laissez-faire%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/4Tnj7QQ6PfqB7WfEjr2_CDe645U9IDSjHqXi7jKP7iU=426">
<span>
<strong>Learning to let go: care vs. laissez-faire (3 minute read)</strong>
</span>
</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
VC Gil Dibner reflects on the hardest part of investing: knowing when to step back.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.saastr.com%2Fwhy-ai-agents-will-be-the-death-of-the-b-player-in-almost-every-category%3Futm_source=tldrfounders/1/01000199c3b7e4a7-703050a1-4c62-4b50-b630-5267266abd7e-000000/H0a8-qsx4Wu9G4A4ysvouUZJddtw_skjtUgRHcBUyho=426">
<span>
<strong>Why AI Agents will be the death of the B player (2 minute read)</strong>
</span>
</a>
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<br>
<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The “good enough” era of hiring is ending.
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