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<div style="display: none; max-height: 0px; overflow: hidden;">The new SaaS Benchmarks report shows something odd: for all the talk about upheaval, most metrics barely moved. Early startups are re-accelerating </div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.airops.com%2F%3Futm_source=newsletter%26utm_medium=tldr%26utm_campaign=11-14/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/E89oW0xC8E4U9-OEfZO3g28WkCjGkp8qYHD_p6qEFgs=431"><img src="https://images.tldr.tech/airops.png" valign="middle" style="vertical-align: middle !important; height: 100%;" alt="AirOps"></a></td></tr></tbody></table>
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<h1><strong> TLDR Founders <span id="date">2025-11-14</span></strong></h1>
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<strong>If AI can't find you, neither can your customers. (Sponsor)</strong>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.airops.com%2F%3Futm_source=newsletter%26utm_medium=tldr%26utm_campaign=11-14/3/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/Twe7qzVSw6EJDM6tURU-tw1rUozVOyI-q8WqkW1c-ps=431" rel="noopener noreferrer nofollow" target="_blank"><span>AirOps' $40M Series B</span></a> helps brands get found (and stay found) in the AI era.
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<p>AI search is rewriting how customers discover brands, and the winners are already pulling ahead. After closing our $40M Series B led by Greylock, AirOps is scaling fast to help teams like Ramp, Wiz, Chime, Webflow, and Klaviyo <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.airops.com%2F%3Futm_source=newsletter%26utm_medium=tldr%26utm_campaign=11-14/4/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/j_ck9NN1AJs86V7eJou8Fw1LlQP0E_Z9pAugNgvW2EQ=431" rel="noopener noreferrer nofollow" target="_blank"><span>dominate AI search visibility.</span></a></p>
<p>We're building tools & community that empower marketers to shape AI, not just react to it, ensuring their brands are cited accurately and chosen first.</p>
<p><a class="notion-link-token notion-focusable-token notion-enable-hover" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.airops.com%2F%3Futm_source=newsletter%26utm_medium=tldr%26utm_campaign=11-14/5/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/qJ_AqBG5_uEo4UdfmSYUKO60kBu3oWA7Yp_Urfin9-U=431" rel="noopener noreferrer" target="_blank"><span>Learn how leading teams win in AI search</span></a>.
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<strong>What's Really Going On In SaaS (7 minute read)</strong>
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The new SaaS Benchmarks report shows something odd: for all the talk about upheaval, most metrics barely moved. Early startups are re-accelerating, margins are compressing from AI costs, and bigger companies are quietly becoming profitable by hiring fewer people. Pair CAC payback with NRR, and you get the only matrix that actually predicts durable growth.
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<strong>Jevons or Bust (5 minute read)</strong>
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a16z breaks down whether AI is headed for a shale-style boom-and-bust or a Jevons-style surge where efficiency unlocks even more demand. AI usage keeps climbing — Google is already at 1.3 quadrillion tokens a month, a 50× jump in a year. Even as token prices fall, consumption keeps exploding, with every plateau shattered by the next model release. It looks far less like a capex bubble and far more like Jevons in action: cheaper AI is driving more demand, not less.
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<strong>31 Ways to Grow your Startup Fast in 2025 (7 minute read)</strong>
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The fastest way for a software startup to grow is to pick the right growth levers for its current stage. This post provides 33 proven tactics for scaling. The tactics are sorted by revenue stage and owner, with each linking to a full playbook. What works at $300K ARR won't work at $3M.
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<strong>Why every AI coding tool gets pricing wrong (17 minute read)</strong>
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How you price an AI IDE will depend on which subset of the market you are going after, what your long-term strategy is, and how you differentiate. Engineers will have large usage fluctuations, so startups need to price accordingly to insulate against that. The typical way of doing this is to charge users a subscription fee and bill usage on top of that. Companies are now making price changes several times a year just to keep up with shifting costs and adoption.
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<strong>The Complete Guide to AI Prototyping Tools (15 minute read)</strong>
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AI prototypes can turn speculation and pontification into evidence fast. It's as simple as building four versions of a flow in Bolt or Replit, pulling your real design system into Reforge Build, dogfooding it the same afternoon, and seeing where people actually hesitate or click through. The code is disposable, so there's no pretending it speeds up shipping. This technique exposes which ideas survive contact with reality.
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<strong>The Other PMF (12 minute read)</strong>
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Most founders think communication is a charisma problem when it's actually a fit problem. This piece breaks down personality message fit, a second kind of PMF where you stop mimicking “leader voice” and build around how you naturally think, talk, and react. It shows how to audit your baseline, prep with 30-second micro-clarity, read implicit feedback, sharpen your spikes, and tweak delivery like an experiment. Communication becomes a system you design, not a performance you fake.
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<strong>Asana + Jira + Notion + Confluence + Trello = Vaiz (Sponsor)</strong>
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<strong>Voicebun (Tool)</strong>
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Voicebun is an open-source, no-code platform to build AI voice agents for calls, support, and scheduling in minutes.
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<strong>Weavy (Tool)</strong>
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Weavy is a node-based design platform merging AI models with pro editing tools, letting creatives build reusable, AI-powered design workflows.
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<strong>Pixelesq (Tool)</strong>
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Pixelesq is an AI-native no-code website builder that creates, optimizes, and scales your site with built-in SEO, speed tools, and growth features.
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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%2Fwildfirelabs.substack.com%2Fp%2Fwhen-customer-obsession-backfires%3Futm_source=tldrfounders/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/rwWN7Igzrr0Bu37uXghWQP3D-eonyVB4e3lC_Rq3X3M=431">
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<strong>When Customer Obsession Backfires: The Netflix vs. BlackBerry Lesson (7 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Sometimes being customer-obsessed can work against you. BlackBerry listened to feedback about wanting better keyboards and perfected them, yet completely ignored the shift toward touchscreens that the iPhone represented. History shows it failed spectacularly. The difference comes down to the Einstellung effect, where expertise creates blindness to better solutions. Founders need to distinguish temporary customer truths like physical keyboards from permanent human needs like efficient communication. This article offers frameworks, including physics-first analysis and monthly anti-expertise audits, where you argue against your strongest beliefs.
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fcutlefish.substack.com%2Fp%2Ftbm-387-lenses%3Futm_source=tldrfounders/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/Ikpfqg785P_3Zx4T6MSwcQxUtZPNk-vYVsa_05GRV3g=431">
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<strong>Lenses: Why One View Is Never Enough in Product Work (5 minute read)</strong>
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Product work requires juggling multiple perspectives at once. Anyone who's opened a Miro board knows this truth. People create beautifully messy diagrams with overlapping lenses because one view is never enough to capture reality. This article breaks down nine different lenses teams use simultaneously: customer journey flows, persona mapping, Wardley Map axes showing capability evolution and user proximity, team boundaries and interactions, opportunities and options, and execution workflows.
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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%2Fthreadreaderapp.com%2Fthread%2F1989014409105273269.html%3Futm_source=tldrfounders/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/d0BWg_jIAG1x7kMwOjwxXpUz2gB--NErEjk8tq1L2yE=431">
<span>
<strong>Founders who explored markets in unique ways (3 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
A list of founders who explored markets in unique ways before starting their companies.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmhdempsey.substack.com%2Fp%2Fthe-luxury-of-knowing%3Futm_source=tldrfounders/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/sBbjFrIRKISIaEPO6PxI2n27t93E89sEjJ7WR72o4CQ=431">
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<strong>The Luxury of Knowing (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
We always notice when we're lost, but we rarely notice when we've actually found our place – and that asymmetry quietly shapes entire careers.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fseths.blog%2F2025%2F11%2Fa-good-business-vs-a-useful-idea%2F%3Futm_source=tldrfounders/1/0100019a828a9951-be4be388-f4fb-4d75-9a7c-caa13262a9af-000000/vXp8eYa4UALqEK9g0K5JYlTVh034lHgYZhDsBWsDcVE=431">
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<strong>A Good Business Vs A Useful Idea (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
A “good idea” is something useful or clever, but it only becomes a business when you turn it into something people can't easily substitute and will actually pay a premium for.
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