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<div style="display: none; max-height: 0px; overflow: hidden;">Cloud valuations have cratered to 10-year lows, with the median NTM revenue multiple hitting 4.1x. Investor confidence in SaaS is fracturing </div>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2Fdocs%2Fpipes%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=q12026%26utm_content=no_rebuild/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/LsJOPMW2_SUSPxbXYjiJqDeG35p8f6ANVtJUaRITMrM=442"><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">2026-02-02</span></strong></h1>
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<strong>Ship Third-Party Integrations Without Rebuilding OAuth (Sponsor)</strong>
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Every integration comes with the same overhead: OAuth flows, token storage, refresh logic, and provider-specific quirks. It's tedious, time-consuming, and pulls your team away from core product work.<p></p><p><a class="in-cell-link" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2Fblog%2Fworkos-pipes-third-party-integrations%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=q12026%26utm_content=product_name_link/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/QuWTVLG1WIooTP3MXnR0kqQXH3T-yvcNwASdkAISkq0=442" rel="noopener noreferrer nofollow" target="_blank"><span>WorkOS Pipes</span></a> handles all of it. Services like GitHub, Slack, Google, and Salesforce connect through a <a class="in-cell-link" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fworkos.com%2Fdocs%2Fwidgets%2Fpipes%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=q12026%26utm_content=drop_in_widget/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/pCxm_010i98WtetYoehjpNetNDValVFLDy0sD508HUE=442" rel="noopener noreferrer nofollow" target="_blank"><span>drop-in widget</span></a>. Your backend makes one API call for a valid token. Pipes handles the rest.</p>
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<strong>Software is Dead…Again! (7 minute read)</strong>
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Cloud software valuations have cratered to 10-year lows, with the median NTM revenue multiple hitting 4.1x. Investor confidence in the SaaS business model is fracturing as AI disruption risks threaten the retention rates and terminal value assumptions that powered the last decade of software investing. The path back requires companies to prove stable retention over multiple quarters.
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<strong>Leaders, Gainers, and Unexpected Winners in the Enterprise AI Arms Race (10 minute read)</strong>
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a16z surveyed 100 Global 2000 CIOs and found OpenAI still leads enterprise AI with 78% production usage, but Anthropic posted the largest share gain at +25% and now sits at 44% penetration. The surprise winner in enterprise apps is still Microsoft, not the startups dominating tech Twitter. Average enterprise AI spend rose from $4.5M to $7M and is expected to hit $11.6M this year.
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<h1><strong>Strategies & Tactics</strong></h1>
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<strong>The Best AI Startups Do the Training For You. It's On You to Make the Agent Awesome — Not Your Customers (10 minute read)</strong>
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The old model was to sell the software and let the customer figure it out. Businesses now need to do the work to make their AI great before they hand over the keys. AI agents will fail if improperly contained. It is up to the AI vendor to make it work. Customers shouldn't have to get agents to work.
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<strong>What TAM Should Actually Tell You (5 minute read)</strong>
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Stop calculating “potential customers × potential price” and start with what the world currently spends solving your problem. That's your actual market today. Everything beyond that isn't market size, it's a thesis about growth. Most founders are stacking 3-5 speculative theses without realizing it, and since each compounds risk exponentially (30% × 30% × 30%), understanding this can dramatically improve how you allocate time and opportunity cost.
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<strong>How Product Discovery Changes with AI (9 minute read)</strong>
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AI has collapsed the cost and time of building and testing products, which means feasibility, viability, and usability are no longer the hard parts: desirability is. The critical bottleneck in product discovery is now understanding what customers actually want. Teams need to shift investment toward deeper customer insight and research to answer the fundamental question before building anything.
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<strong>Robynn (Tool)</strong>
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Robynn is an AI marketing platform that helps founders create branded content.
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<strong>Kombai (Tool)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI agent for real frontend tasks: build UIs, refactor, and integrate.
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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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</td></tr></tbody></table>
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<strong>Loyalty Is Dead In Tech (4 minute read)</strong>
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Big Tech has figured out how to acqui-hire without the acquisition. License the IP, hire who you want, leave the rest behind. No regulatory review, no shared outcomes. Microsoft did it with Inflection, Amazon with Adept, and Google with Character AI. The unwritten oath between founders, employees, and investors is dead. When picking your next company, ask your VC who else they've backed in your category and what happened to employees at the founder's last company.
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<strong>The Origins of Generational Companies (8 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Microsoft, Oracle, NVIDIA, and Starbucks all started by selling something to a tiny, often invisible market before stumbling into bigger opportunities. The playbook isn't “envision a radically different future and build it,” it's figure out a real need by selling, learn by iterating on what doesn't work, avoid trying to predict the future or convince markets, and stay in the game long enough to catch a demand wave when it hits.
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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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<strong>Rethinking Slack (20 minute read)</strong>
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Slack faced issues with feature bloat and complexity by late 2019, as the product accumulated many additions without a cohesive structure.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fthebootstrappedfounder.com%2Ffollow-your-passion-but-not-like-that%2F%3Futm_source=tldrfounders/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/BaCHYolkRhUMlNF8pkpdeYJ3_1QCfYCGvJGvVuWzOwk=442">
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<strong>Follow Your Passion, But Not Like That (8 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Chase your passion with a blend of curiosity and practicality rather than as a blind directive.
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</span>
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</td></tr></tbody></table>
<table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="container" style="padding: 15px 15px;">
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Finvesting101.substack.com%2Fp%2Frevisiting-clarity-of-thought%3Futm_source=tldrfounders/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/eReFyHrBUQw9SlSKFFBcZE_EPLZd8HdjtZaU1S_OHEc=442">
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<strong>Revisiting Clarity of Thought (13 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Clarity of thought stands as a key differentiator for successful founders, influencing all aspects from hiring to sales.
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</span>
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<table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="container" style="padding: 15px 15px;">
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Faspiringforintelligence.substack.com%2Fp%2Ftraditional-adtech-is-dead-long-live%3Futm_source=tldrfounders/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/k3jyUZmUhAdRDTSODIAq8ewiM0hYvevMeSOsyIZ3rWA=442">
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<strong>Traditional AdTech is Dead. Long Live AdTech For AI 📣 (12 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AI could create a new form of advertising that may actually flourish.
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</span>
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</td></tr></tbody></table>
<table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="container" style="padding: 15px 15px;">
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2F04pXji/1/0100019c1e766837-e541d11f-b4ca-426f-8885-38944e8c72f3-000000/2YOjHh2vRW4pV6u-7JdC9G8OdjLwWRMoCss3HjgHnNY=442">
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<strong>B2CC - Claude Code is your customer (13 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
We are now shifting into an 'agents as customers' era - companies need to be thinking about how to become the vendor that AI agents prefer.
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</span>
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