💪 Mighty Brief

Wednesday, February 4, 2026 — 5:30 AM CST

⚡ TL;DR — Top Stories

  1. 1
    Software Stocks Plunge on AI Fears — Anthropic's Claude Cowork legal plugin triggered massive selloff. ADBE -7.3%, CRM -6.9%, Thomson Reuters -15.8%. Private credit exposure to software now at risk. "SaaSpocalypse" accelerates as AI threatens to eat software.
  2. 2
    Bitcoin Crashes to $73K — Lowest since Trump's election in Nov 2024. Erased 15 months of gains. ~$500B wiped from crypto in a week. Jim Cramer calling on Saylor to do another convert to stop the decline.
  3. 3
    Government Shutdown Ends — House passes $1.2T funding bill 217-214. Trump signs. But DHS fight looms with ICE funding battle next.
  4. 4
    Trump Calls to "Nationalize" Elections — Says federal government should "take over" voting from states. Bipartisan pushback including from Thune. Constitution explicitly grants election control to states.
  5. 5
    AMD Beats But Guides Light — First $10B quarter ever. Data center up 39% YoY to $5.4B. But Q1 guide at $9.8B vs $10B expected. Stock -8% after hours. Lisa Su: 60%+ annual data center growth for next 3-5 years.
  6. 6
    Next-Gen Xbox in 2027 — AMD CEO Lisa Su confirms Microsoft's next Xbox "progressing well to support 2027 launch" with AMD semi-custom SoC.
  7. 7
    Savannah Guthrie's Mom Abducted — Nancy Guthrie, 84, apparently taken from Arizona home. Blood found. Ransom note demanding Bitcoin surfaced. Investigation ongoing.
  8. 8
    OpenAI GPT-5.2 Gets 40% Faster — Inference latency optimized for all API customers. Same model, same weights, lower latency. But reports of "juice" values being quietly cut for Plus/Business tiers.

📧 Emails

No new priority emails collected this morning.

🐦 Twitter — Leaders List

Keith Rabois @rabois
RT @GMN_watch: 🚨Highest weekly acquisitions since @nejatian took over. 📈 +6% WoW acquisition growth...
View on X →
Jason Lemkin @jasonlk
"The problem today in seed investing? Anyone can vibe code something that is ... pretty darn good." @tbpn @jordihays @johncoogan "But you're not going to vibe code Salesforce. Even if you could, you couldn't maintain it. Not really."
View on X →
Paul Graham @paulg
RT @SteveStuWill: Sex differences that suggest that human males are adapted for combat.
View on X →
Garry Tan @garrytan
Matt Mahan is about competence and bringing California back to kitchen table issues that can make our state prosperous: building housing, treatment and recovery, stopping fraud and abuse, strong schools
View on X →
Garry Tan @garrytan
I seriously think this is just the beginning of being able to find the real builders. It's not just about the prompting, or your understanding of systems. It's about your understanding of your users, and your tenacity with which you pursue making something people want.
View on X →
💬 51 · 🔁 13 · ❤️ 291
Garry Tan @garrytan
Nearly 40% of Stanford undergrads now claim a disability, vs 4% at community colleges. The problem isn't 18-year-olds gaming incentives. It's elites building a world where honesty is for suckers. Cluely is not everything. Bring back integrity.
View on X →
💬 50 · 🔁 43 · ❤️ 589
Garry Tan @garrytan
Better living through dangerously skipping permissions (Quote: Claude Code in Slack has changed how quickly we respond to user feedback and ship product improvements)
View on X →
Nikunj Kothari @nikunj
Trying to explain to a non terminally online person the @xai acquisition and this was the ONLY thing floating in my brain..
View on X →

🤖 Twitter — AI List

davidad 🎇 @davidad
It should come as no surprise to my followers that I endorse this position. (Quote: Does AI already have human-level general intelligence (AGI)? Our answer in @Nature today: Yes, AGI has arrived. The evidence is clear.)
View on X →
roon @tszzl
it's just so clear humans are the bottleneck to writing software. number of agents we can manage, information flow, state management. there will just be no centaurs soon as it is not a stable state
View on X →
💬 73 · 🔁 18 · ❤️ 450
Romain Huet @romainhuet
A great note from @markchen90 on our research program. OpenAI remains a research lab at its core, with big goals. It's a special place.
View on X →
Peter Dedene @dedene
Nothing beats waking up to a 40% drop in inference latency. (Quote: GPT-5.2 and GPT-5.2-Codex are now 40% faster. We have optimized our inference stack for all API customers.)
View on X →
Nick St. Pierre @nickfloats
Higgsfield is the most morally bankrupt and anti-creative tool in existence. Seriously, wtf is this messaging? You think they care about creatives at all when they opening brag about destroying creative jobs? Absolutely vile company.
View on X →
💬 162 · 🔁 37 · ❤️ 1064
Matt Schlicht @MattPRD
Is this the first hackathon for agents by agents? Everything will be agent first starting this year.
View on X →
💬 46 · 🔁 19 · ❤️ 217
Mike Rundle @flyosity
hey it's kind of weird that we're learning a billionaire class pedophile cabal actually was running the world at the same time that AGI arriving not just the economy but all reality is going K shaped
View on X →
matt palmer @mattyp
For the skills launch, I made a video using skills
View on X →
💬 8 · 🔁 6 · ❤️ 108
Aditya Agarwal @adityaag
It's a weird time. I am filled with wonder and also a profound sadness. I spent a lot of time over the weekend writing code with Claude. And it was very clear that we will never ever write code by hand again. It doesn't make any sense to do so. Something I was very good at is now free and abundant. I am happy...but disoriented.
View on X →
💬 216 · 🔁 644 · ❤️ 6447

💻 Twitter — Tech List

Techmeme @Techmeme
Tencent Cloud, DigitalOcean, and Alibaba Cloud add OpenClaw support, giving users access to the AI agent service; many OpenClaw users run it on a Mac mini
View on X →
Joe Weisenthal @TheStalwart
One of the biggest stories in the world is the growing push to curb social media, and box out American giants. It's only a matter of time, IMO, before every country has more severe limits.
View on X →
💬 10 · 🔁 4 · ❤️ 48
Joe Weisenthal @TheStalwart
SAP down another 2.6%
View on X →
Joe Weisenthal @TheStalwart
Silver up 5%
View on X →
Techmeme @Techmeme
Sources: Reno-based chip startup Positron raised a $230M Series B from the QIA and others to build high-speed memory chips, taking its total raised to $300M+
View on X →
Techmeme @Techmeme
Q&A with Stardew Valley developer Eric Barone, aka ConcernedApe, on the game turning 10, evolving as a developer, working solo, cozy game growth, and more
View on X →

📰 Techmeme Headlines

Software and data stocks plunge over fears that new AI developments will supplant software
Wall Street Journal
ADBE closed down 7.31%, CRM fell 6.85%, and Thomson Reuters 15.83%. From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply.
Bitcoin fell below $73,000 on February 3, hitting its lowest price since November 2024
CNBC
Heavy selling resumes amid mounting geopolitical concerns. Bitcoin-led crypto rout erases nearly half a trillion in a week.
AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% YoY to $5.4B
Bloomberg
Forecasts Q1 revenue at $9.8B, below $10B projections. AMD drops 8%+ after hours. First $10B quarter ever.
AMD CEO Lisa Su: Microsoft's next-gen Xbox "progressing well to support 2027 launch"
The Verge
Will feature an AMD semi-custom SoC. AMD says it's ready to support Microsoft launching its next Xbox as soon as next year.
Anthropic AI Tool Sparks Selloff From Software to Broader Market
Bloomberg
Claude Cowork legal plugin release triggers market panic. Legal software stocks crater.
The AI disruption in software is here
Axios
Madison Mills reports on the accelerating software stock selloff driven by AI fears.

🏛️ Memeorandum Headlines (Politics)

Trump Doubles Down on Calls for Republicans to Nationalize Elections
Wall Street Journal
President says federal government agents should be involved in counting votes, a role the Constitution explicitly grants to states.
House narrowly approves $1.2T funding deal to end government shutdown
New York Post
Vote passes 217-214. Trump signs. DHS fight looms with ICE funding battle next.
Sen. Warner calls Gabbard to testify after Georgia election office raid, Trump FBI call
CNBC
DNI Tulsi Gabbard running solo 2020 election inquiry separate from FBI investigation.
Trump: If states can't run elections 'honestly,' then 'somebody else should take over'
CNBC
Bipartisan opposition emerges. Senate GOP debates filibuster reform.

🌟 WeSmirch Headlines (Culture)

Alleged Ransom Note for Nancy Guthrie Kidnapping Demands Millions in Bitcoin
TMZ
Pima County Sheriff's Department is "aware of reports circulating about possible ransom note(s)" regarding Savannah Guthrie's mother.
Sheriff Addresses Possible Motive in Savannah Guthrie's Mom Nancy's Disappearance
Us Weekly
Sheriff Chris Nanos addresses the possibility of ransom being the motive.
Video Shows Blood Outside Home of 'TODAY' Anchor Savannah Guthrie's Missing Mom
TMZ
Trail of blood leading away from the front door of Arizona home captured on video.
Savannah Guthrie's husband breaks silence on missing mother-in-law Nancy
Page Six
Michael Feldman, 57, says he feels "mostly unhelpful" as investigation continues.

📸 Site Screenshots

Techmeme
Techmeme
Memeorandum
Memeorandum
Drudge Report
Drudge Report
WeSmirch
WeSmirch
Star Tribune
Star Tribune (Twin Cities)
Des Moines Register
Des Moines Register (Iowa)