Founder Weekly - Founder Weekly - Issue 626

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Founder Weekly

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

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

Things I Don't Know About AI
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.

Add More Rigor to Your Reference Calls With These 25 Questions
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.

AI-first Service Businesses
Opportunities for new AI-first software applications.


Marketing, Sales and PR

$100M in ARR is the best north star for startup success. 
Here’s how founders can get there. 

The state of SaaS pricing
Is usage-based pricing still the future of SaaS?


Money and Finance

Founder Salary Benchmark, Sizing ESOP, "Normal" Burn Rates, Optimal Team Size & More
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.

A sharp divide in valuation step-up multiples emerged in Q4
Valuation step-up multiples trended up last year at Series A and Series B. Series C was a different story.

Your "TAM" is Why I Have Trust Issues
The pitfalls of total addressable market analyses, and how to think more critically about market sizing.
 
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