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
Operations
Series B Founders Are Choosing Revenue Per Employee Over Headcount
Lovable hit $400 million in ARR with 146 employees and Abacum tripled revenue on a hiring freeze. Carta data shows Series B teams shrinking from 53 to 45 people since 2023, and the operator move is to test your own hiring plan against it 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.
Weekly Briefing
How to Turn Your Company's Documents Into an AI Assistant Your Team Actually Trusts
The Playbook Desk
September 12, 2026
The Signal
What Running Twenty Projects Taught Me About the Math of Cutting
Rajiv Sankarlall
September 10, 2026
The Signal
Klarna's AI Reversal Shows Why 95% of Corporate AI Pilots Fail
The Data Desk
September 8, 2026
From The Archive
01Sep 8, 2026
Founder Profile
The Nine Seconds That Taught PocketOS What 'Agentic' Actually Costs
When an AI coding agent wiped PocketOS's entire database and every backup in nine seconds, founder Jer Crane didn't blame the model. His diagnosis points at the exact lever most founders are still ignoring.
Product4 min
02Sep 5, 2026
Weekly Briefing
Before You Build an AI Coding Agent, Build This Instead
Most operators default to a coding agent as their first AI build. The data on bounded tasks, botsitting overhead, and unreinvested time savings says to automate one narrow, repetitive task instead, and to decide where the freed hours go before you start.
AI Adoption3 min
03Sep 3, 2026
Data Brief
The Build/Buy Ratio Flipped: 76% of Enterprise AI Is Now Purchased
Enterprise buyers went from an even split to buying 76% of their generative AI in a single year. The data says most build-versus-buy debates are already settled, and what remains to decide is narrower than most product roadmaps assume.
AI Adoption3 min