Founder Weekly (Issue 733 May 27 2026)

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Welcome to issue 733 of Founder Weekly. Let's get straight to the links this week.

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General

The Best Companies Will Stop Making Software

This article argues that as AI makes writing code incredibly cheap and commoditized, the core competitive advantage for tech companies shifts entirely away from software production mechanics. Drawing a parallel to Nike's strategy of outsourcing physical manufacturing, it explains that the most valuable future companies will focus on the design, domain judgment, and customer empathy needed to specify exactly what should exist rather than the infrastructure used to build it.

Deep Tech Companies Are Built Different

Deep tech companies are fundamentally different from software startups because they operate under physical, regulatory, and manufacturing constraints that create slower but often more defensible paths to scale. The article explains why deep tech requires different expectations around capital, timelines, talent, and execution, and why traditional software-era venture heuristics often fail in this category.

The most contrarian AI predictions you’ll hear this year | Dan Shipper (CEO of Every)

Dan Shipper, co-founder and CEO of Every, argues that the AI job apocalypse is a myth and that SaaS companies will thrive by shifting token costs to users. His contrarian predictions foresee the demise of CLIs, the rise of team-wide "super-agents" in Slack, and a future where humans and agents collaboratively build and interact with software.

Roadmap: The AI data center stack

Six areas of infrastructure opportunity, from software and orchestration to grid hardware and cooling technologies.

Marketing, Sales and PR

How Anthropic's Head of Industries Built an AI-Native Sales Org from Scratch

Eleanor Dorfman details how Anthropic scaled its commercial team to handle vertical demand by leveraging an enterprise self-service funnel alongside their human sales team. Instead of buying a new tech stack, they used Claude as the connective tissue to integrate their existing tools and encoded top-performing reps' behaviors into specialized AI "skills" (like daily briefs, call prep, and custom asset generation) for every AE.

Synthetic Customers Earn Their Stripes

AI-generated buyers are already shaping real product and marketing decisions.

Optimizing your website for generative AI features on Google Search

User preferences are rapidly evolving and people are increasingly gravitating to generative AI experiences to help them find information. As we upgrade Search to meet these changing expectations, this transformation offers new opportunities to reach people who may be more inclined to engage with your site, spend more time with your content, or even convert by becoming a subscriber or making a purchase. This guide is for website owners looking for official best practices from Google Search on how to succeed in generative AI features in Google Search (such as AI Overviews and AI Mode).

Money and Finance

Why Deep Tech Requires a Different Kind of Capital

Deep tech does not just require more capital. It requires capital built for longer learning loops, physical-world constraints, and non-linear scale-up. This article explores why software-era venture expectations often break down in deep tech, and what separates truly effective deep tech capital from ordinary capital.