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
AI Adoption
Klarna's AI Reversal Shows Why 95% of Corporate AI Pilots Fail
The headline stat says 95% of generative AI pilots produce no measurable ROI. Klarna's own reversal on AI customer service shows the real failure is scope and process, not the model.
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
Before You Build an AI Coding Agent, Build This Instead
The Signal Desk
September 5, 2026
Data Brief
The Build/Buy Ratio Flipped: 76% of Enterprise AI Is Now Purchased
The Playbook Desk
September 3, 2026
The Signal
The Founder's AI Framework: Buy Narrow, Measure Everything, Build Only the Core
The Data Desk
September 1, 2026
From The Archive
01Sep 1, 2026
Weekly Briefing
Enterprise Buyers Just Rewrote the AI Vendor Security Review, And Most Startups Aren't Ready
The security questionnaire enterprise buyers use to vet AI vendors changed shape in 2026: it grew, it got AI-specific, and it now gates deals on things like kill switches and audit trails most startups haven't built yet.
GTM4 min
02Aug 29, 2026
The Signal
Stop Studying AI. Ship a Working System in a Week.
McKinsey built its Lilli prototype in a week. Blue Origin took a lunar hardware part from concept to print in days. Both moved fast by borrowing proven tools and aiming at one narrow problem, the opposite of what most operators do when they sit down to study AI.
AI Adoption3 min
03Aug 27, 2026
Weekly Briefing
The Customer Interview Framework That Forces a Decision, Not a Summary
Most founder interviews produce notes. A small set of structural rules, borrowed from Superhuman's product-market-fit engine and the Jobs-to-be-Done switch interview, force them to produce decisions instead.
Product3 min