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<div style="display: none; max-height: 0px; overflow: hidden;">The Gen AI ecosystem is stabilizing. There were only 11 new names on Andreessen Horowitz's most recent Top 100 Gen AI Consumer Apps list </div>
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<h1><strong> TLDR Founders <span id="date">2025-08-29</span></strong></h1>
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<h1><strong>Headlines & Trends</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fnews.crunchbase.com%2Fventure%2Ffigma-competitor-framer-becomes-unicorn%2F%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/6faIVO9HOiPq4qFhcMnagiQOkTmyfLgjOFAFxuBBijY=420">
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<strong>Figma Competitor Framer Raises $100M At $2B Valuation (2 minute read)</strong>
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Framer raised $100 million in Series D funding at a $2 billion valuation, led by Meritech Capital Partners and Atomico. The web design platform, popular among Y Combinator startups and major clients like Scale AI, expects $100 million in ARR next year. Framer offers unique features compared to competitors like Figma, including A/B testing and enterprise-level security.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fa16z.com%2F100-gen-ai-apps-5%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/aysqUA1mX3aPbZhr0ByAa4cMWg7DM8mlPap3PAffQAw=420">
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<strong>The Top 100 [Gen AI] Consumer Apps (10 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The Gen AI ecosystem is stabilizing. There were only 11 new names on Andreessen Horowitz's most recent Top 100 Gen AI Consumer Apps list, compared to 17 newcomers in the March ranking. There were significantly more mobile newcomers as app stores have cracked down on ChatGPT copycats, opening up room for more original apps. ChatGPT is still the leading general assistant, but Google, Grok, and Meta are closing the gap. More on the top Gen AI consumer apps is available in the article.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F08%2F27%2Fnvidia-reports-record-sales-as-the-ai-boom-continues%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/xFWSrzsvFGRlq2ZzibbjzN2AG8ZrytaBBXDSVhEonPA=420">
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<strong>Nvidia reports record sales as the AI boom continues (2 minute read)</strong>
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Nvidia, the world's most valuable company, reported $46.7 billion in revenue this quarter, a 56% increase compared to the same period last year. AI-dominated data center business largely fuelled that growth.
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<h1><strong>Strategies & Tactics</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.productledseo.com%2Fp%2Ffor-seo-focus-on-scale-not-box-checking%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/16wDP1whG-0RoeMD0Wro5YBwppgl7XhCK27dqYJLWTc=420">
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<strong>SEO is a waste of time if it doesn't focus on scale (4 minute read)</strong>
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It's easy to create SEO busywork that feels productive - fixing meta tags on pages nobody visits, chasing keywords with zero searches, updating old blog posts - but these won't change anything. What works is fixing problems across thousands of pages at once: repairing broken links everywhere, updating all your category templates, and rebuilding how your site connects pages. Start with pages already getting traffic to prove you can improve them, then fix the bigger structural problems.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Felectricb2b.substack.com%2Fp%2Fstop-selling-a-saas-solution%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/rMUSeYXNELdNT5Gk0OSQaHJl4XGoqP5PvpjpRI7M_AU=420">
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<strong>Stop Selling a SaaS Solution (4 minute read)</strong>
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Companies keep telling founders to stop selling features and start selling solutions, then outcomes, then transformations, but they're all missing what actually matters - buyers don't trust that software alone will get them results. Don't make your tool the hero of the story and make your team the hero instead. Instead of saying "our magical tool solves your problem," say "we are the team that will solve your problem, and this tool is our weapon."
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fpersonalmath.substack.com%2Fp%2Fthe-scariest-framework-to-evaluate%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/rjZpIs1hu64oU-ECduoYkLY3pGDPvwcF6ophNbvo_Xk=420">
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<strong>The scariest framework to evaluate your team (4 minute read)</strong>
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Managers lie to themselves about their teams - they convince themselves someone is "pretty good" to avoid replacing them, or haven't updated their opinion since that person was great two years ago. The solution is plotting everyone on a 2x2 matrix of performance (Do they deliver on time and understand business impact? Can they work without creating friction?) versus potential (Can they think strategically and hold their own with senior leaders? Do people follow them?).
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<h1><strong>Tools & Resources</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fadvertise.tldr.tech%2Fcase-studies%2Fthreatspike-adds-up-to-75000-in-net-new-business-pipeline-per-campaign-with-tldr%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=secondary08292025/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/5p04Bw3-ysHADqIs2fMmpkTGgRWzGa73SdmZb-ymz2U=420">
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<strong>How ThreatSpike added up to $75K in pipeline per campaign with TLDR Newsletter ads (Sponsor)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
ThreatSpike ditched underperforming channels like Google and LinkedIn for TLDR. The results?<p></p><ul><li>Consistent $25K to $75K in pipeline per campaign</li><li>High-intent leads from enterprise companies with 30K+ employees</li><li>Direct reach to decision-makers actively looking for solutions</li></ul><p>We break down ThreatSpike's exact strategy, share their results, and reveal the ads that drove performance.</p><p><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fadvertise.tldr.tech%2Fcase-studies%2Fthreatspike-adds-up-to-75000-in-net-new-business-pipeline-per-campaign-with-tldr%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=secondary08292025/2/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/39pGsywl-nWpgSc93M_DzrmmZg_0A7MRk7qFD2FhOoo=420" rel="noopener noreferrer nofollow" target="_blank"><span>Read the ThreatSpike case study.</span></a>
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<strong>Japan's First Residency Program "AG1" (4 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
AG1 is Japan's first full-scale residency program for early-stage startup founders. Offering 10 weeks of free housing and workspace in Tokyo, the program aims to overcome structural barriers for global talent and domestic entrepreneurs. It will provide mentorship and support for product development and market strategy, targeting startups in the AI and consumer technology sectors. Applications are open worldwide.
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<strong>Mocke (Tool)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Know your reply rate in 1 minute without launching.
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<strong>Wireframer AI (Tool)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Wireframer AI generates clean, responsive website layouts from a simple prompt, prioritizing hierarchy and flow while leaving styling up to you.
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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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<strong>Mass Intelligence (3 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
A billion people now use AI regularly, but until recently, only 7% of paying ChatGPT users even knew to choose the best models from the menu. The cost of running AI has collapsed - GPT-5 nano costs 14 cents per million tokens versus $50 for the original GPT-4. Every institution built for scarce, expensive intelligence now has to figure out what happens when a billion people have tools that outperform humans at intellectual tasks.
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There's a Cantonese saying about chickens talking to ducks - both speaking their language, both making sense, neither understanding the other. When the author had breast cancer, her husband kept saying "you'll be fine" while working through the night closing his company sale, which felt like dismissal until she realized he wasn't reassuring her - he was reassuring himself. This same dynamic happens constantly between founders and investors, founders and employees, founders and spouses - each person speaking their own language of fear or control, thinking they're communicating when they're actually talking past each other. Her husband, watching both her parents die of cancer, needed to believe she'd be fine to function. She needed him to acknowledge her fear to feel heard. She finally said, "I know statistically I'll be fine, but right now I need you to hear that I'm scared" - and everything changed.
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A successful Series A pitch deck should include a compelling one-slide summary, clear problem-solution articulation, and key traction metrics. Highlight the market opportunity and explain why your team and product are uniquely positioned to succeed. Ensure the financial plan is realistic, make a clear funding ask, and present a polished, visually appealing deck sent to investors in advance.
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<h1><strong>Quick Links</strong></h1>
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<strong>Every Industry Is An Airport Lounge Now (2 minute read)</strong>
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Airport lounges went from exclusive to overcrowded and mediocre, and that's what happened to customer service everywhere in tech - it's dead, except for the upsell.
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<strong>Overnight Success (1 minute read)</strong>
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Behind every "instant" success is a decade of almost dying.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.saastr.com%2Fhubspot-69-of-vc-backed-startups-have-a-dedicated-ai-team-or-ai-lead%2F%3Futm_source=tldrfounders/1/01000198f5b8e7e4-eb6405c1-cdf4-40bf-a8aa-2319b79e8267-000000/UuSG4fu0rDdPIiOuNymQgoNov8cp_W5YvPCw6Dp5y3s=420">
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<strong>69% of VC-Backed Startups Have a Dedicated AI Team or AI Lead (2 minute read)</strong>
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69% of VC-backed startups have dedicated AI teams or leads, showing AI's importance in operations.
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