TLDR Founders 2026-04-06
B2B improvement loops ๐, working with agents ๐ค, Convoyโs culture postmortem ๐๏ธ
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Google's 20-Year Secret Is Now Available to Every Enterprise (6 minute read)
Decision traces can create a compounding loop in B2B, similar to how consumer platforms leveraged behavioral data. Unlike B2C, enterprise decisions involve multiple stakeholders and complex workflows, making reasoning hard to capture. Traditional software records outcomes but misses the โwhy.โ New AI agents, operating in the write path of workflows, can log structured decision artifacts in context graphs, enabling prediction, learning, and institutional knowledge capture that transforms enterprise value.
We Can Never Go Back to Working Without AI Agents (5 minute read)
SaaStr had over 20 full-time employees in 2020. By 2024, when it added its first AI agent, it had nine. The team now only has three people who manage 20 AI agents. The company found it hard to deal with humans and believes that AI agents are much more reliable, efficient, and effective. It made $1.5 million in the first two months of its new agent stack.
Your Customer's Process Is the Wrong Input (8 minute read)
When you do customer interviews, you learn what's painful for them and how they currently handle it. The pain part is worth listening to. The process part - how they work around it with their current tools and team - can actually lead you astray if you take it too literally. You end up building a faster version of a workflow that probably shouldn't exist at all.
How to Deep Research Any Prediction Market in 5 Minutes (2 minute read)
Gemini Deep Research analyzes real sources for prediction markets, avoiding AI hallucinations and synthesizing insights from dozens of references automatically. The tool starts by reading market resolution rules, then produces structured reports including probabilities, key factors, and mispricing analysis. Users can stress-test theses or assess breaking news impacts by giving Gemini a few core links and letting it generate detailed, source-backed insights.
The $1B Rorschach Test (10 minute read)
MEDVi is the "two-employee $1.8B revenue company" the NYT framed as an AI success story. Fabricated doctor profiles, an intake that approved a patient wanting to reach 60 pounds, an FDA warning letter, a data breach, and a class action. The stack that made it possible wasn't AI. It was post-COVID telehealth deregulation, rented clinical infrastructure, and insatiable GLP-1 demand.
10 Lessons from Convoy's Collapse (4 minute read)
The postmortem from Convoy (the $3.8B logistics unicorn that shut down) just dropped at the Seattle AI Startup Summit. The biggest regret isn't product or market. It's culture. 80% of your team should be "wall-knockers" who show up and knock things down daily. The rest is noise. Stop writing instructions nobody reads. Build systems that make the right behavior the default behavior.
Legibility and Legitimacy (4 minute read)
Legibility involves making systems interpretable for control, while legitimacy determines the acceptance of that control. Jack Dorsey's recent post suggests AI can replace traditional management layers, making decisions faster and clearer, but avoids addressing power dynamics and true legitimacy. The core concern is whether AI's promise of efficiency shifts control illegitimately to those owning the models, ignoring deeper philosophical questions about value and human roles.
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