Founder Weekly (Issue 711 December 10 2025)

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Welcome to issue 711 of Founder Weekly. Let's get straight to the links this week.

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General

OpenRouter's "State of AI" report analyzes 100 trillion tokens of real-world LLM usage, revealing open-source models (like DeepSeek and Qwen) reaching ~30% market share, with roleplay (over 50% of OSS usage) and programming as dominant categories.

The piece lays out Long Journey Ventures’ “Rizz and Tizz” founder framework: “rizz” is magnetic, charismatic leadership that attracts talent and capital, while “tizz” is a neurodivergent, convention-breaking way of thinking that produces “magically weird” ideas. It argues the rare combination of both traits is ideal, but founders can succeed by being extreme in one dimension and pairing with a cofounder who complements them, using examples of unconventional, radically honest founders as models of high “tizz.”

Discover how AI is reshaping org design. Learn how today’s fastest startups hire, structure teams, and lead differently in the AI-first era.

The piece argues that AI is essential to fixing America’s unaffordable, inconvenient healthcare system by dramatically boosting productivity and access to care for patients and doctors. It lays out a policy roadmap for progressively legalizing and reimbursing “assistive,” “supervised autonomous,” and fully “autonomous” healthcare AI so these systems can safely operate, get licensed, and be paid like other providers.


Marketing, Sales and PR

Workflows.io's outbound playbook details a hybrid approach blending manual and automated tactics to scale from $1M to $2M ARR, targeting ICP SaaS companies via tiered cold outreach, cold calling, email/LinkedIn sequences, and signal-based campaigns. Key plays include customer alumni re-engagement, website visitor follow-ups, and LinkedIn founder connections, using tools like Clay, HubSpot, and ChatGPT for qualification, with signals outperforming cold outreach by 2x-10x.

Here are 10 ChatGPT SEO tools—including MCPs and custom GPTs—that reduce grunt work and help you make all-around better SEO decisions.


Money and Finance

Most investors think slow decisions reduce risk. In early-stage venture, slow decisions often create it. Learn about this idea in depth in the article.

Howard Marks' memo examines whether AI investments constitute a bubble, drawing parallels to historical "inflection bubbles" like railroads and the internet that fueled progress despite excesses and losses. He highlights uncertainties like unpredictable demand, circular deals, massive debt for data centers, and speculative $1B+ seed rounds, advising moderate, prudent exposure rather than all-in bets amid "irrational exuberance."

How AI and AUM are shifting investor incentives at the early stage.

Better a good exit now than a great exit that never comes.


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