Founder Weekly (Issue 626 - February 28 2024)

Founder Weekly - Issue 626

Founder Weekly

Welcome to issue 626 of Founder Weekly. Let's get straight to the links this week.

General

A startup can beat a large, successful incumbent, if it does things the incumbent can not or will not do. Here are those things.

In this post, Elad Gil explores the uncertainties surrounding AI markets, the differentiation between frontier LLMs and other models, and the potential shift towards an oligopoly market for frontier LLMs. The post highlights the continuous learning process in understanding AI markets and the need for ongoing dialogue and feedback to navigate this rapidly evolving landscape.

We asked top startup leaders to share their favorite questions to ask during reference calls that dig deeper about the candidate before making a hiring decision.

Opportunities for new AI-first software applications.

Marketing, Sales and PR

Here’s how founders can get there. 

Is usage-based pricing still the future of SaaS?

Money and Finance

The article provides insights on founder salary benchmarks, ESOP sizing, burn rates, optimal team size, and more, emphasizing the importance of strategic equity distribution for attracting talent and maintaining stability amidst economic uncertainties in early-stage startups.

Valuation step-up multiples trended up last year at Series A and Series B. Series C was a different story.

The pitfalls of total addressable market analyses, and how to think more critically about market sizing.

Our Other Newsletters

- A free weekly newsletter featuring the best hand curated news, articles, tools and libraries, new releases, jobs etc related to Python.

- A free weekly newsletter for programmers.