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<div style="display: none; max-height: 0px; overflow: hidden;">OpenAI has recapitalized, simplifying its structure and forming the OpenAI Foundation, which controls the for-profit entity valued at $130 billion </div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2F%3Futm_source=gtmai%26utm_medium=newsletter%26utm_campaign=q32025/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/mz8dw8xPPu-T8jk-Mo98kU38zQhacpuT7KqfV0AYnDo=429"><img src="https://images.tldr.tech/workos50.png" valign="middle" style="vertical-align: middle !important; height: 100%;" alt="WorkOS"></a></td></tr></tbody></table>
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<h1><strong> TLDR Founders <span id="date">2025-10-29</span></strong></h1>
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<strong>The Platform Powering Auth, Identity, and Security for AI Products (Sponsor)</strong>
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Enterprise customers expect more than a login screen. They demand SSO, directory sync, granular permissions, and detailed audit logs, all built to strict compliance standards.<br><br><a class="in-cell-link" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=q32025/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/CoEGdKEMx_J2N7vWugDThKzvaQrronOTLqmBK-RN6fA=429" rel="noopener noreferrer nofollow" target="_blank"><span>WorkOS</span></a> gives growing teams these enterprise foundations without slowing development:
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<br>Trusted by OpenAI, Cursor, and Vercel, WorkOS powers auth, identity, and security for AI products across the industry. Your first million MAUs are free.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.theverge.com%2Fnews%2F807686%2Felon-musk-grokipedia-launch-wikipedia-xai-copied%3F_bhlid=f6c1bf0633096e2cd1561e81b8ce206e7ae5731d%26utm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/ZCVD3gvQcs4tKZQypLpIvzuaPUTnzUij3Wgk10NV_oc=429">
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<strong>Elon Musk's Grokipedia Launches with AI-Cloned Pages from Wikipedia (1 minute read)</strong>
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Grokipedia, Elon Musk's new encyclopedia from xAI, just went live. Large parts of it appear to be straight from Wikipedia. Many pages include a note that the content is “adapted” under a Creative Commons license, but some are nearly word-for-word copies.
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<strong>Fireworks AI Raises $250M Series C to Power the Future of Enterprise AI (4 minute read)</strong>
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Fireworks AI raised $250 million in Series C funding at a $4 billion valuation, led by Lightspeed, Index Ventures, and Evantic, to expand its AI infrastructure offerings. The platform powers AI for clients like Samsung and Shopify, processing over 10 trillion tokens daily. Fireworks focuses on customizable AI with improved inference speed and cost, helping companies use specific data for tailored AI solutions.
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<strong>OpenAI forms $25B foundation to guide $130B for-profit entity (3 minute read)</strong>
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OpenAI has recapitalized, simplifying its structure and forming the OpenAI Foundation, which controls the for-profit entity valued at $130 billion. The Foundation will commit $25 billion to health breakthroughs and AI resilience, leveraging its equity stake for philanthropic work. This move enhances OpenAI's ability to address AI's challenges and benefits, supported by mission-focused governance.
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<strong>Mercury's Path to Product-Market Fit (5 minute read)</strong>
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Mercury's story shows that product-market fit doesn't come from iteration speed but from doing the hardest thing first. Before writing a line of code, founder Immad Akhund spent months talking to founders, lawyers, and investors to understand how fintech actually worked and where it broke. That homework revealed the real barrier wasn't product design but regulation and trust. So the team built slowly and deliberately: a fully digital business account that could replace a traditional bank from day one, not a lightweight fintech add-on. They rebuilt the product twice, swapped out an underperforming partner bank, and refused to launch until it worked end to end. When Mercury finally went live, 1,500 companies signed up in the first week, one depositing $1 million without ever speaking to the team.
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<strong>A Research Thinking Toolkit to Speed Up the Discovery Phase (26 minute read)</strong>
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Jeanette Mellinger urges founders to prioritize problem-solution fit over speed, using a research toolkit adapted from UX practices. This approach helps founders understand customer needs, behaviors, and workflows, ensuring a product-market fit and a resilient team foundation. Mellinger outlines three phases of research (Incubate, Immerse, and Integrate), providing methods to master each element of founder, problem, and solution fit, leading to sustainable and effective growth strategies.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmicroventures.com%2Fassessing-overemphasized-startup-metrics%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/yO4uaWETMK31yC6Zvw-Jssg26QfF9wLMJGFyR-j2fm0=429">
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<strong>Assessing Overemphasized Startup Metrics (4 minute read)</strong>
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Startups often inflate sales and partnership metrics, so investors should check documentation for accuracy. Historical performance and meaningful metrics, such as CAC and LTV, reveal execution capability and business model efficiency. Patents are not enough in tech-driven startups. Assess commercialization and pilot program outcomes to gauge viability.
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<strong>The Hog (Tool)</strong>
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The “Google Maps” for customer acquisition.
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<strong>Folderly AI (Tool)</strong>
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Folderly AI generates high-performing, spam-checked cold email sequences with AI, tailored to your offer, audience, and goals.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.portialabs.ai%2F%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/8xiJTywTKuGw_KZAXJ8gAjLs_Cqc3UlZAl9b4dEpALI=429">
<span>
<strong>Portia AI (Tool)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Portia AI lets developers build safe, compliant AI agents with human-readable plans, execution tracking, and guardrails for regulated industries.
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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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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftomtunguz.com%2Fdata--ai-infrastructure-are-fusing%2F%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/i5fagqwAx2_qCiWC7p3qNkAbHr85LphZlVTpuFRSzus=429">
<span>
<strong>Data & AI Infrastructure Are Fusing (2 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI innovation requires a new data architecture focused on real-time feedback, speed, and accuracy. Companies like Netflix and Stripe pivot to unified systems with vector and context databases for rapid model updates. This necessitates integrated observability layers to provide comprehensive insight into data and AI health.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.dwarkesh.com%2Fp%2Fthoughts-on-the-ai-buildout%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/InT2eWjPy33_lnfDTiGXh-FXen5VzFvgqTwRqfBHHKg=429">
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<strong>Thoughts on the AI Buildout (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI growth is facing physical limits. Nvidia's profits could fund several new TSMC fabs, which means chip demand now exceeds the cost of producing them. The real constraints are power, materials, and labor. The world needs more factories for turbines and transformers, and hundreds of thousands of skilled workers to wire and cool datacenters. Speed now matters more than efficiency, so natural gas is beating nuclear and solar for new power. Hyperscalers are moving off-grid, building modular datacenters, and paying suppliers more to accelerate production. If growth continues, tens of gigawatts of new capacity will come online each year. Even if the boom slows, it will leave behind a massive industrial base ready to deliver cheap, rapid compute for decades.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fa16z.substack.com%2Fp%2Fthe-future-of-the-web-is-the-history%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/R2cjNO6oe7EF668zS9CBeYD6OTJk9qgCZIEduqv-28o=429">
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<strong>The Future of the Web Is the History of YouTube (5 minute read)</strong>
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Fifteen years ago, people making YouTube videos looked like hobbyists in an already crowded world of content. In hindsight, the world was actually short on video, waiting for tools that made creation easy. Software is at that same point now. Large language models let anyone with an idea build an app without writing code, turning small, niche ideas into real products. This shift opens the long tail of software that was never worth hiring a team to build. The people driving it will look less like engineers and more like creators who understand audiences and storytelling. The web is becoming more participatory again, powered by people who make things because they can, not because they have permission.
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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%2F10%2F21%2Fsources-multimodal-ai-startup-fal-ai-already-raised-at-4b-valuation%2F%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/iFamXn-6ZugYEhJ8oF-K26YA7_JUqW9Bz24Fe384gkE=429">
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<strong>Multimodal AI startup Fal.ai already raised at $4B+ valuation (3 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Fal.ai, a multimodal AI startup, raised approximately $250 million, pushing its valuation over $4 billion.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F10%2F15%2Feightfold-co-founders-raise-35m-for-viven-an-ai-digital-twin-startup-for-querying-unavailable-coworkers%2F%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/dpfHmMVqHjsAKnBGz58YVnkSF_rShrcuEoJLXqn5Tqk=429">
<span>
<strong>Eightfold co-founders raise $35M for Viven, an AI digital twin startup for querying unavailable co-workers (3 minute read)</strong>
</span>
</a>
<br>
<br>
<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Viven, co-founded by Eightfold creators, raised $35M to develop AI digital twins that help access unavailable co-workers' crucial information.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.tanayj.com%2Fp%2Fwhen-arr-is-not-arr%3Futm_source=tldrfounders/1/0100019a2ff3782f-6ae2683f-2067-4ea2-b3f6-d46203ea5b2b-000000/0y59gc_p4sSAzqkhQLxYt3dxVUVka_nM3NvyG7SUHpk=429">
<span>
<strong>When ARR is not ARR (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
ARR was meant to represent predictable annual subscription revenue, but many startups now stretch it into fiction.
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