Founder Decisions
Why operators made a move, what changed in the market, and what it means for companies in adjacent categories.
Market Intelligence
The market intelligence briefing for founders who build.
The Founders Report covers the decisions, market shifts, and industry patterns that practicing founders, operators, and investors need to track. Published every Tuesday. Always free.
Edition
Vol. 01 / Spring 2026
Coverage
Briefings, profiles, signal essays, data notes
Market Signals
The pricing shifts, hiring patterns, partnership moves, and category indicators worth acting on before they become obvious.
Editorial Analysis
A point of view on what is happening, not a summary of what was reported everywhere else already.
Lead Story
Strategy
The Seat Is Dying: Vertical AI SaaS Bets on Outcomes Over Logins
Gartner says up to $234 billion in enterprise software spend is exposed to agentic arbitrage by 2030. GitHub, Salesforce, and Sierra are already repricing around outcomes instead of seats. Here is what that split means for vertical AI SaaS founders this week.
Publication Formats
- Weekly BriefingEvery Tuesday
- Founder ProfilesTwice monthly
- The SignalMonthly
- Data BriefsMonthly
What We Cover
- The founder decisions and market moves reshaping categories in real time.
- Pricing shifts, hiring signals, and partnership patterns worth tracking early.
- Original analysis on what is actually changing, not a recap of what everyone already reported.
Editorial Positioning
Not news. Intelligence.
The Founders Report is for founders, operators, and investors who need more than headlines. Every issue covers the decisions that are actually moving companies, the market patterns worth tracking, and the analysis that turns information into a point of view.
Founder Decisions
Why operators made a move, what changed, and what other companies should learn from it.
Industry Movement
The shifts behind pricing, hiring, partnerships, launches, and the companies quietly changing a market.
Category Signals
How categories shift, which companies are defining new ones, and the signals that show up in coverage before they show up in valuations.
Publication Formats
Five formats. One publication.
The Founders Report publishes across five recurring formats, each designed to earn a different kind of attention and deliver a different kind of value.
Weekly Briefing
A recurring issue built around market movement, founder decisions, and the few developments that actually matter.
Founder Profiles
Decision-led interviews and features that show how serious operators think under pressure.
The Signal
A sharper editorial essay when the market shifts and the audience needs an angle, not just a summary.
Data Briefs
Structured evidence, pricing clues, hiring movement, and category indicators translated into readable intelligence.
Intelligence Indexes
Roundups, rankings, and curated lists designed to map a category and name the companies worth watching.
Recent Coverage
From the desk.
Data Brief
Usage-Based vs. Per-Seat Pricing: The Retention Numbers That Should Decide It
The Data Desk
July 11, 2026
The Signal
How to Price a SaaS Product With Zero Competitors to Benchmark
The Signal Desk
July 9, 2026
The Signal
Veeva vs. Salesforce Is the Test Case for Every Vertical SaaS Company
Rajiv Sankarlall
July 7, 2026
From The Archive
01Jul 7, 2026
Founder Profile
Vikram Deol Built His Name on Sales Psychology. Then He Bet It on AI.
Vikram Deol, the sales coach behind the TRIS Method and Sheridan St., built his career on the psychology of the close. His next act, BrainVaultAI, certifies non-technical operators to put AI to work. No code required.
Founder Profiles4 min
02Jun 9, 2026
Intelligence Index
Five AI-Native Companies Repricing the Categories They Are Entering
These are real, currently-operating AI-native companies whose pricing decisions have been publicly explained by their founders or executives. Use this list as a reference for how AI-native pricing actually looks when founders own it.
Pricing7 min
03Jun 2, 2026
Intelligence Index
Five Vertical SaaS Founders Whose Companies Became Category Operating Systems
These are real, public-company or late-stage founders whose vertical SaaS bets are documented in S-1 filings, public statements, and customer concentration data. Use this list as a reference for what depth-over-breadth looks like in practice.
Vertical SaaS8 min