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<div style="display: none; max-height: 0px; overflow: hidden;">Enterprise adoption has shifted over the past twelve months. OpenAI is still in the lead, but its share has dropped to 56% </div>
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<h1><strong> TLDR Founders <span id="date">2026-05-13</span></strong></h1>
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<strong>You've been meaning to start outbound for 6 months... (Sponsor)</strong>
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You know your ICP. You've got the messaging in your head. You just don't have the hours to build the list, find the right contacts, and write the sequences. And then repeat every week. <p></p><p>Here's the good news: you're out of excuses.</p><p><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flightfield.app%2Fproduct%2Fai-pipeline-generation%3Futm_source=newsletter%26utm_medium=paid%26utm_campaign=tldr%26utm_content=primary_5-13-2026/3/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/uM1EzTy-3pD3kU3YgcvTfzh2fOK9piPD_8Pm6v8Ah7s=452" rel="noopener noreferrer nofollow" target="_blank"><span>Lightfield</span></a>'s outbound agents run autonomously on your CRM. They:</p>
<p>✅ score accounts against your real won deals</p>
<p>✅ draft sequences from the language your customers use</p>
<p>✅ surface warm intro paths from your team's network</p>
<p>You see every campaign before it ships, and you set the strategy. Your agents then build the list, run the sequences, and escalate the replies that need you.
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<br><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Flightfield.app%2Fproduct%2Fai-pipeline-generation%3Futm_source=newsletter%26utm_medium=paid%26utm_campaign=tldr%26utm_content=primary_5-13-2026/4/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/il26UqmOYiB5ijJ1w3FOXbYkcVUuEkNw8ESnt9Kh3vI=452" rel="noopener noreferrer nofollow" target="_blank"><span>See how it works →</span></a>
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<h1><strong>Headlines & Trends</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.saastr.com%2Fwhos-winning-enterprise-ai-now-claude-up-128-gemini-up-48-openai-down-8-grok-still-a-rounding-error%2F%3Futm_source=tldrfounders/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/DuESaqGfcpfOZOcNIp2r5QTrjwfWqYenmcolDO5aMJ4=452">
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<strong>Who's Winning Enterprise AI Now: Claude Up 128%, Gemini Up 48%, OpenAI Down 8%, Grok Still A Rounding Error (2 minute read)</strong>
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Enterprise adoption has shifted over the past twelve months. OpenAI is still in the lead, but its share has dropped to 56%. Claude adoption more than doubled in the last year. Gemini adoption grew from 27% to 40%, but Grok is barely growing within enterprise organizations. The coding assistant market is driving the numbers.
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<strong>How AI changes software P&L (12 minute read)</strong>
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Saas used to mean 70% gross margins. AI-native software might cap at 17%. Every AI call is personalized, so caching and multi-tenancy don't reduce your costs. Reasoning models burn 10-100x more tokens than the ones they replaced, so cost per task barely moves even as per-token prices drop. The math: 1 million users at $120 ARPU still leaves you at 17% gross, 11% net. That's consumer goods territory, not Salesforce. Four ways out: 1/10-cost clones (no moat), niche/lifestyle businesses (now viable since build costs collapsed), luxury software (Raya, Bloomberg Terminal), or vertical integration into atoms or services. If your deck still assumes 80% margins because that's what SaaS does, rewrite it this week.
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<h1><strong>Strategies & Tactics</strong></h1>
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<strong>How to become "AI-Native" (8 minute read)</strong>
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AI-native is an organizational label, not a tech one. It is estimated that only roughly 1,000 companies above $5M ARR have actually rebuilt themselves so agents can operate inside the core workflows rather than at the edges. Most companies aren't legible to machines because pricing logic lives in "Final_v7_NEW" spreadsheets, refund policy hides in a Notion doc nobody trusts, and the sales process is "talk to Sarah," so the AI-native shift requires making implicit knowledge explicit: documented decision rules, agent-readable SOPs, clean customer objects, permissions, audit trails, and evaluation loops.
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<strong>I closed 70m in ARR in 2 years. Here's exactly how (15 minute read)</strong>
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Nicolas Brillante added over $70 million in ARR at Slash without a playbook. This post provides a bit of background on Brillante to explain who he is and how he achieved this feat. He started reselling digital items when he was 12 years old to buy a new computer. That early success kept him going, and he ended up managing multiple businesses.
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<strong>How winners pivot (6 minute read)</strong>
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A pivot is any change that rewires your unit economics, not a 180-degree rebuild. Before you change anything, map your entire conversion funnel in a FigJam, every marketing touchpoint, landing page, demo, lifecycle, trial, and retentive user, with the conversion percentage written between each step. The worst drop-off tells you which lever to pivot. Then test the pivot MVP-style with five different funnels for the five ICP groups you think will be stickiest, each with its own creative, landing pages, and email sequences. The worst mistake is broadcasting the pivot to the world before you have retentive paying beta testers.
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<h1><strong>Tools & Resources</strong></h1>
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<strong>Agentic playbooks from Anthropic's Head of Americas, Vercel's COO, and Recall.ai's Co-Founder (Sponsor)</strong>
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The <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.salesforce.com%2Fevents%2Fwebinars%2Fstartup-summit-on-demand%2F%3Fnc=701ed00001H5fD8AAJ%26utm_source=tldr%26utm_medium=tp_email%26utm_campaign=smb-launchpad/2/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/vjgRxBw598IhapbpJzqvdawP2gnPryttzOcuZbL3S34=452" rel="noopener noreferrer nofollow" target="_blank"><span>Salesforce Startup Summit</span></a> didn't just bring together “thought leaders” on AI agents: it assembled C-suite visionaries from the companies defining the agentic revolution. See how executives from <strong>Anthropic</strong>, <strong>Slack</strong>, <strong>PostHog</strong>, and <strong>Vercel</strong> are operationalizing AI agents, and their recommendations for startups. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.salesforce.com%2Fevents%2Fwebinars%2Fstartup-summit-on-demand%2F%3Fnc=701ed00001H5fD8AAJ%26utm_source=tldr%26utm_medium=tp_email%26utm_campaign=smb-launchpad/3/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/xKL9Bm3zCbie2Y8w-L3rGZvYM6lYb3jspUJ9bNkebCU=452" rel="noopener noreferrer nofollow" target="_blank"><span>Watch the session</span></a>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fgithub.blog%2Fnews-insights%2Fcompany-news%2Fgithub-copilot-individual-plans-introducing-flex-allotments-in-pro-and-pro-and-a-new-max-plan%2F%3Futm_source=tldrfounders/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/G2IqOStlTH2cTIpR6D00FrrH8eZpYlSXGkeZIWt-Qk8=452">
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<strong>GitHub Copilot individual plans: Introducing flex allotments in Pro and Pro+, and a new Max plan (3 minute read)</strong>
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GitHub Copilot Pro and Pro+ plans now include more total usage at the same price through a new flex allotment. Paid plans now include base credits - once users go beyond that base, a flex allotment is applied automatically, and users can purchase more usage to keep going if they run out of tokens. Code completions and next edit suggestions remain unlimited on paid plans and don't consume credits. A new Max plan has been introduced for sustained, high-volume Copilot work.
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<strong>Automate progressive rollouts with Vercel Flags (1 minute read)</strong>
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Vercel Flags is a new tool for rolling out features to a growing percentage of users on a schedule. It supports progressive rollouts that gradually shift the traffic percentage to the new variant. Each stage has a target percentage and a duration. Exposing changes in stages allows developers to catch regressions on a small slice of users before they hit everyone.
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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%2Fwww.thisisgoingtobebig.com%2Fblog%2F2026%2F5%2F10%2Fpublic-stealth-leaves-opportunity-on-the-table-working-in-secret-is-even-worse%3Futm_source=tldrfounders/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/M5FM-pLjDrv6dhxY_4QRRXkfcW1P89-RkhxLuiMkCgw=452">
<span>
<strong>Public Stealth Leaves Opportunity on the Table. Working in Secret is Even Worse (6 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Founders often harm their prospects by staying too secretive about their efforts. Having no public trace of their startup work, such as a domain or LinkedIn update, can cause them to miss out on critical connections and opportunities. Basic visibility, like a personal domain or relevant LinkedIn job listing, helps signal commitment and legitimacy to potential investors and partners.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.quarter--mile.com%2F10x-Is-a-Lot%3Futm_source=tldrfounders/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/uPraQntwimq4sWh-2eCFaS613zlldU85GCLTKCPxIkQ=452">
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<strong>10x is a lot (3 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
There's a gap between claiming 10x and what 10x actually looks like in the wild. Real 10x is the gap where the old way stops making sense, email vs fax, Stripe vs wire transfers, not "23% faster but rounded up." Run the test before you write "10x" in your hero copy and ask whether your buyer would say the word unprompted on a call. If they wouldn't, you're padding.
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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%2Fadvertise.tldr.tech%2Fcase-studies%2Fplaid-adds-382k-in-pipeline-with-tldr-campaign-their-best-direct-buy-yet%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=quicklinks05132026/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/uNRLFM2pEbBxmiagK6YuA2izc1y-DcwqedlVlu5kuwI=452">
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<strong>Plaid adds $382k in pipeline with TLDR campaign (Sponsor)</strong>
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Plaid achieved their best-performing direct buy to date, adding $382k in pipeline, earning 70 leads, and achieving 20.1x ROI. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fadvertise.tldr.tech%2Fcase-studies%2Fplaid-adds-382k-in-pipeline-with-tldr-campaign-their-best-direct-buy-yet%2F%3Futm_source=tldrfounders%26utm_medium=newsletter%26utm_campaign=quicklinks05132026/2/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/sqUT0QSVbeHcQFpMx9AMpYfQGUuR8DaTcsVwzwcqe8M=452" rel="noopener noreferrer nofollow" target="_blank"><span>Read the Plaid case study.</span></a>
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<span>
<strong>AI contenders vs pretenders in enterprise (1 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The enterprise AI buyer's filter has collapsed to one word: reliability.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fa16z.simplecast.com%2Fepisodes%2Fmarc-andreessen-on-builder-culture-in-the-age-of-ai-oE9pV1uI%3Futm_source=tldrfounders/1/0100019e2152a755-122ded4e-678b-499e-9409-3ea94bf9dc64-000000/UL2NCSe4k2Ykd7klHxoGhkC0VTFJvlFY9FhNhs6HQE0=452">
<span>
<strong>Marc Andreessen on Builder Culture in the Age of AI (45 minute listen)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
The doomer framing on jobs and productivity collapses once you observe what enterprise and consumer users actually do with the tools.
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