Email: AI benchmarks 📊, PostHog self-driving 🔄, app growth 📈

Subject:
AI benchmarks 📊, PostHog self-driving 🔄, app growth 📈
Received:
9/21/2026, 12:09:48 PM
From:
"TLDR Founders" <dan@tldrnewsletter.com>
To:
silk.theater.56@fwdnl.com
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		&lt;div style="display: none; max-height: 0px; overflow: hidden;"&gt;A board member sends you a chart of startups reaching $100 million in recurring revenue in a few quarters. Are you supposed to build next&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&lt;/div&gt;































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																									&lt;td align="center" height="20" style="vertical-align:middle !important;" valign="middle" width="100%"&gt;&lt;strong style="vertical-align:middle !important; height: 100%;"&gt;Together With &lt;/strong&gt;
																										&lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fstripe.com%2F%3Futm_campaign=AMER_US_en_Google_Search_Brand_Stripe_EXA-20839462206%26utm_medium=cpc%26utm_source=google%26utm_content=720048964694%26utm_term=stripe%26utm_matchtype=e%26utm_adposition=%26utm_device=c%26gad_source=1%26gad_campaignid=20839462206%26gbraid=0AAAAADKNRO7eMuuktO54lg1AylaoFUB1r%26gclid=CjwKCAjwwrPVBhA1EiwAv_YO-f7jdo3sY7mIpdlU7Ls3Zv2NYSlHy4qEKXCFmKvMOOKFDdM78LfFuRoCjlwQAvD_BwE/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/6KniignS3v3HKhk6Pn_0Na_Jtvjs389mWLFjcEiv-6w=452"&gt;&lt;img src="https://images.tldr.tech/stripe2.png" valign="middle" style="vertical-align: middle !important; height: 100%;" alt="Stripe"&gt;&lt;/a&gt;&lt;/td&gt;
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																											&lt;h1&gt;&lt;strong&gt;&nbsp;TLDR Founders &lt;span id="date"&gt;2026-09-21&lt;/span&gt;&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fstripe.com%2F%3Futm_campaign=AMER_US_en_Google_Search_Brand_Stripe_EXA-20839462206%26utm_medium=cpc%26utm_source=google%26utm_content=720048964694%26utm_term=stripe%26utm_matchtype=e%26utm_adposition=%26utm_device=c%26gad_source=1%26gad_campaignid=20839462206%26gbraid=0AAAAADKNRO7eMuuktO54lg1AylaoFUB1r%26gclid=CjwKCAjwwrPVBhA1EiwAv_YO-f7jdo3sY7mIpdlU7Ls3Zv2NYSlHy4qEKXCFmKvMOOKFDdM78LfFuRoCjlwQAvD_BwE/2/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/91dDrkd35gCrVxyEsNeFeVlj62LCkax8MyHv0feK3zk=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Financial infrastructure to grow your revenue (Sponsor)&lt;/strong&gt;
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																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Payments start as a weekend project and become a permanent line item on your roadmap.&lt;p&gt;&lt;/p&gt;&lt;p&gt;Stripe is the layer underneath: accept payments, offer financial services, and build custom revenue models on one stack, from your first transaction to your billionth.&lt;/p&gt;&lt;p&gt;&lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fstripe.com%2F%3Futm_campaign=AMER_US_en_Google_Search_Brand_Stripe_EXA-20839462206%26utm_medium=cpc%26utm_source=google%26utm_content=720048964694%26utm_term=stripe%26utm_matchtype=e%26utm_adposition=%26utm_device=c%26gad_source=1%26gad_campaignid=20839462206%26gbraid=0AAAAADKNRO7eMuuktO54lg1AylaoFUB1r%26gclid=CjwKCAjwwrPVBhA1EiwAv_YO-f7jdo3sY7mIpdlU7Ls3Zv2NYSlHy4qEKXCFmKvMOOKFDdM78LfFuRoCjlwQAvD_BwE/3/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/YbrtOgS-dSO6RNRg2vLMiZr59AK5E_awCpgVA23P5js=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;Start building with Stripe →&lt;/span&gt;&lt;/a&gt;


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																							&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;📈&lt;/span&gt;&lt;/div&gt;
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																								&lt;h1&gt;&lt;strong&gt;Headlines &amp; Trends&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.onlycfo.io%2Fp%2Fnew-iconiq-benchmarks-ai-native-revenue%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/t4nL0Y0cQMvp8snP1T-3V_eXHcRVcF064sL7YcgYxbI=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;New ICONIQ Benchmarks | AI-Native Metrics Are Insane... (5 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
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																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    A board member sends you a chart of startups reaching $100 million in recurring revenue in a few quarters. Are you supposed to build next year's plan around that? ICONIQ's Pacesetter Index starts with selected AI-native companies, primarily from its own portfolio, then singles out the strongest performers. That's a much narrower group than the top quarter of all startups. Before using those numbers as a target, compare company size and how much cash each business spends to grow. The chart may show a pace you want without showing a bill you can afford.
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.a16z.news%2Fp%2Fcharts-of-the-week-so-many-apps-so%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/QQcuXrrl8aDTHk0feivgoFiUqCyrpD_I-ycYywnT4oo=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Charts of the Week: So Many Apps, So Little Time (10 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
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																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    One of the effects of AI code generation tools has been the proliferation of code. This has led to a pronounced spike in the number of apps. However, while supply may have increased, demand has a life of its own. For the most part, no one is really using these new vibe-coded apps. Building successful apps has always been more than just generating the code.
                                &lt;/span&gt;
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																							&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🧠&lt;/span&gt;&lt;/div&gt;
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																								&lt;h1&gt;&lt;strong&gt;Strategies &amp; Tactics&lt;/strong&gt;&lt;/h1&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.growthunhinged.com%2Fp%2Fthe-new-battleground-in-gtm%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/1aWxjKXdCJ9oQw1PMRGDeloHfZKTWRf9icTFxLbJLJc=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;The new battleground in GTM (9 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
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																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Someone who loved your product moves to a new company. You could send the same congratulations-and-pitch email they'll get from everyone else. Or you could bring up what they actually accomplished with your product and ask whether they're tackling something similar in the new role. One workflow here waits a month before making that approach. Another reopens lost deals when the original obstacle changes, such as a budget or executive. The reason to reach out comes from what happened in the account, rather than how long it's been since the last email.
                                &lt;/span&gt;
																											&lt;/span&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fposthog.com%2Fblog%2Fself-driving-loops%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/mFnxj11tlJjhjVhkDNqEYxAwuQ2rwwwYbyQbAJBtLeM=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;6-7 loops we use every day to make PostHog self-driving (10 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
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																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    A bug report often starts a second conversation. What were you doing? Where did it break? Can you make it happen again? PostHog connects feedback submitted inside the product to agents that investigate and propose fixes. In one example, an investigation report arrived within five minutes, followed by a proposed code change eight minutes later. Other workflows investigate error spikes and inspect session recordings. Each step passes its findings to the next, reducing how much someone has to reconstruct before they can start fixing the problem.
                                &lt;/span&gt;
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																							&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;⚒️&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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																								&lt;h1&gt;&lt;strong&gt;Tools &amp; Resources&lt;/strong&gt;&lt;/h1&gt;
																							&lt;/div&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flitebox.ai%2F%3Futm_source=tldr%26utm_medium=paid-newsletter%26utm_campaign=2026-09-tldr%26sp=CYUeQFUXje8qhIVk9pHzwbvn/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/eqHgrOSiwZh-217czgwn1hQ2FCyzaPxeQCqi34DaZfg=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;B2B marketing misses the mark with developers. Try B2D instead (Sponsor)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    &lt;strong&gt;Developers are different. They don't evaluate, communicate, or convert like typical B2B buyers. That's why you need a distinct B2D motion to get their attention. &lt;/strong&gt;&lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flitebox.ai%2F%3Futm_source=tldr%26utm_medium=paid-newsletter%26utm_campaign=2026-09-tldr%26sp=CYUeQFUXje8qhIVk9pHzwbvn/2/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/2wGkI5L-vukur1HcD7RhBmSbAgzoThLq-zo0wD4FDHM=452" rel="noopener noreferrer" target="_blank"&gt;&lt;span&gt;Litebox&lt;/span&gt;&lt;/a&gt; is the GTM agency for devtools companies that want to focus on building. They build brands, sites, and strategies for the most skeptical prospects. &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flitebox.ai%2Fcontact-us%3Futm_source=tldr%26utm_medium=paid-newsletter%26utm_campaign=2026-09-tldr%26sp=dCG77o1OHlI-JYD-NxLZvb_B/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/4dxoiMIW-Y89tTPdGPWTPUawAjVdBw6oJNyi4D9c0j8=452" rel="noopener noreferrer" target="_blank"&gt;&lt;span&gt;Book a call&lt;/span&gt;&lt;/a&gt;
																											&lt;/span&gt;
																											&lt;/span&gt;
																										&lt;/div&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fgithub.com%2Fgoogle%2Fax%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/AMeOEO8JYhdKZPzN4CMUXKyvEcPRkzY0xGsgo03a3T0=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;AX (GitHub Repo)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    AX is a high-throughput, declarative orchestrator that runs billions of autonomous agent workloads in a cluster. Users declare an agentic task with workspaces and gateway specifications, and AX sandboxes it, wires up its workspace, fences its network, and helps run it at scale. It runs on top of Agent Substrate and feels similar to using Kubernetes.
                                &lt;/span&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fthreadreaderapp.com%2Fthread%2F2101084678640066765.html%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/untPMNnnmtHpoIZkVY-UJm3TduhKYG1CSIUhpZ4sg7Q=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Opening access for developers to build Muse connectors (1 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Meta has opened access for developers to build Muse connectors. Developers bring the API, and Muse handles the agent, browser, and the context. To create a connector, developers need to describe the connector to Meta and explain how users will use it. The submission will be reviewed for functional, security, and legal requirements and complete end-to-end testing. Once approved, users will be able to find the connector on Muse. Meta's editors will review connectors for featured placement.
                                &lt;/span&gt;
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																							&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🎁&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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																							&lt;div style="text-align: center;"&gt;&lt;strong&gt;&lt;h1&gt;Miscellaneous&lt;/h1&gt;&lt;/strong&gt;&lt;/div&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Filyastrebulaev.substack.com%2Fp%2Fwho-controls-your-startup-why-governance%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/kq56S8gdPnL1FKZ42fLUqZYNkX6MRn7SDb4u2ya9Uj4=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Who Controls Your Startup? Why Governance Matters from Day One (12 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    You can own a large share of your company and still lose your job in one board meeting. That happened to Zenefits' cofounder CEO: removing him did not require a shareholder vote. Figma offers a different example, with its cofounder holding roughly 9% of the equity but just over half the voting power. This guide separates ownership, voting rights, and board control. When reviewing a term sheet, work through who appoints each director, who can replace them, and what happens to those rights in the next round.
                                &lt;/span&gt;
																											&lt;/span&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flinks.tldrnewsletter.com%2FG7ibW8/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/BfEdIL5m7qQZ7l8-3ujRGO7T8iIHttkA21CFrrumt6U=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;People First Equity Plans (12 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    An employee can earn stock options and still be unable to afford exercising them. Athyna designed its equity plan around that problem, setting aside 20% of the company and granting restricted stock units rather than options employees must purchase. Its plan combines time-based vesting with a liquidity event before shares transfer. Everyone receives a grant, including interns, with amounts varying by role and seniority. The company also walks employees through what they own, what happens if they leave, and how future fundraising changes their percentage.
                                &lt;/span&gt;
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																							&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;⚡&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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																								&lt;h1&gt;&lt;strong&gt;Quick Links&lt;/strong&gt;&lt;/h1&gt;
																							&lt;/div&gt;
																						&lt;/div&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fskamille.medium.com%2Fthe-managers-path-in-the-age-of-ai-279cb6611d66%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/WwxODGG9iDdOpQL2kGodsyN4wHEiJQDaHfdkx0jvYSQ=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;The Manager's Path in the Age of AI (19 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Leaders have the power to make things better or worse based on their choices and behaviors and how they show up as a leader.
                                &lt;/span&gt;
																											&lt;/span&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.saastr.com%2Fa-full-teardown-of-how-saastr-ai-actually-runs-inbound-renewals-and-outbound-on-the-latest-the-agents%2F%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/dJ6tZNQCdV1qxsY2-mAtxaPQnqWtIM2Z7KWQ-_u7Bj4=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents (15 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    This post takes a look at SaaStr's agent stack, which helped the company double sponsorship revenue in the last 12 months.
                                &lt;/span&gt;
																											&lt;/span&gt;
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																											&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Facairns.co.uk%2Fnotes%2F2026%2F09%2F19%2Fhow-i-avoid-throwing-slop-grenades%3Futm_source=tldrfounders/1/010001a0c3df52ff-da19c040-edb0-4ebf-bf5f-f1f9b14dd3f4-000000/ljABKuk67B1VVmTnKc6IAouPw-12Kgcqehln1DSrcUA=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;How I Avoid Throwing Slop Grenades (5 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
																											&lt;/a&gt;
																											&lt;br&gt;
																											&lt;br&gt;
																											&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Generating a code change in five minutes does not help a teammate who needs an hour to untangle it.
                                &lt;/span&gt;
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