Founder Weekly

Welcome to issue 640 of Founder Weekly. Let's get straight to the links this week.

General

The vibes are weird

The fraying physics of Silicon Valley.

The Consumer Renaissance

From Predicting Consumer AI Applications to Analyzing Consumer Spend.

Roadmap: AI Infrastructure

A new infrastructure paradigm, purpose-built for AI, is emerging to supercharge the next wave of enterprise data software in the age of AI.

How to use Perplexity in your PM work

27 examples (with actual prompts) of how product managers are using the AI-powered search engine today.

Marketing, Sales and PR

Rule of 50 Weighted 2x for Growth

The article proposes a modified "Rule of 50 Weighted 2x for Growth" metric for evaluating SaaS companies, which doubles the weight of revenue growth compared to profitability, reflecting the importance of growth in driving long-term value creation. It suggests using this metric to identify companies with strong growth potential while maintaining a reasonable level of profitability.

Growth or profitability?

Unpacking burn rates, data on what's “normal”, and how burn impacts valuations.

Money and Finance

In 2024, many Y Combinator startups only want tiny seed rounds — but there’s a catch

The terms they want are repelling many institutional seed VCs.

Startup Risk

The article discusses the nuanced and subjective nature of startup risk, which is more concerned with future possibilities than present realities, as startups begin as "default-dead" entities aiming to assemble the necessary components to avoid failure. It emphasizes that startup risk involves underwriting the potential for positive future events to occur, driven by the team's ability to navigate uncertainty.

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