TLDR Founders 2026-02-11
Software correction 2026 📉, vibe coding use cases 👨💻, events as a channel 🌎
The Great Software Correction of 2026 (8 minute read)
IGV dropped 28% from its September peak. Microsoft cratered 12% in a single day despite beating earnings. Oracle is down 56%. It's not a temporary panic - it's the market finally pricing in a structural shift where AI eats into the application layer and seat-based pricing models start to break down. Whether you agree or not, every founder selling software should understand the argument.
What Folks Are Really Vibe Coding Today (18 minute read)
The top use cases for vibe coding in businesses right now are rapid prototyping without waiting on engineering, building internal tools that match processes and needs, turning slide decks into real, interactive presentations, and replacing simple SaaS with custom-built solutions. Vibe coding is eliminating the gap between having an idea and seeing it work. People who need tools are now the ones building them.
The Case for Scaling Venture (21 minute read)
Top venture firms argue that scaling VC to raise massive funds is essential as more startups require significant capital to compete in today's market. The abundance of larger companies and increasing private valuations mean VCs must adapt, focusing on supporting founders with resources beyond just financial backing.
Rented Virtue (20 minute read)
A Quaker lit a blast furnace in 1709 and accidentally started the Industrial Revolution. The businesses that endure across generations have something at their center that can't be justified in purely secular terms. The AI megacycle will produce more overcapitalized companies seeking an identity than any boom in history. The ones that last will look, to outside eyes, irrational.
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