Mighty Brief — February 6, 2026

🎯 TL;DR — Top Stories

1. Amazon stock drops 11%+ after $200B AI spending plan — Q4 revenue $213.4B (up 14% YoY), but investors spooked by massive capex commitment. AWS growth hit 3-year high. FT
2. Software stocks AND bonds sliding — WSJ reports software company bonds/loans dropping alongside equities. Private credit exposure is huge. X Thread
3. Coding productivity explodes — Keith Rabois RT'd FT piece showing dramatic increase in coding productivity over past year. X
4. Washington Post chaos continues — Bezos at Super Bowl while editor didn't know; sports section killed in absentia. Derek Thompson: "almost impressive level of villainy." X
5. Nvidia delays gaming chip — Memory chip shortage causing delays. The Information exclusive. The Information
6. OpenAI hiring hundreds of AI consultants — Boosting enterprise sales push. The Information
7. Elon wants data centers in space — China already has them — Steve LeVine's Electric newsletter. The Information

📧 Emails

How we'd choose between the brand-new OpenAI and Anthropic models

Every Feb 5, 1:04 PM

Comparing the new models from OpenAI and Anthropic — decision framework for choosing between them.

A new podcast from First Round: How the top 0.001% of scaleup execs operate

First Round Review Feb 5, 12:41 PM

New podcast launch from First Round covering elite scaleup executive practices.

Breakout AI games are coming

NFX Feb 5, 10:33 AM

NFX on the emerging AI gaming opportunity.

Vibe coding is old now

ben's bites Feb 5, 9:01 AM

The vibe coding trend has matured — what's next?

Every's OpenClaw Camp is tomorrow—here's how to prep

Every Feb 5, 8:05 AM

Prep guide for Every's OpenClaw Camp event.

🐦 Twitter — Leaders

Keith Rabois

RT @JimPethokoukis: The past year has seen an explosion in coding productivity @FT

modest proposal

"That expanding pain is worrying many, because software has come to assume an outsize presence in the corporate-debt market—the result of a wave of buyouts from the late 2010s to the early 2020s."

Derek Thompson

Almost an impressive level of villainy on display here. If Bezos had hired, like, Steve Bannon to run the Post into the ground in the cruelest dumbest way, killing the sports section in absentia while slinking off to the Super Bowl without telling anybody would be a nice touch

Downtown Josh Brown

Amazon's 2026 capex guidance is a range from $200 billion to full white collar unemployment, whichever happens first

Jason Lemkin

"VCs are OK in the Age of AI with tons of competition. But they aren't OK if the growth isn't just ... insane." @tbpn

🌐 Techmeme

Amazon reports Q4 revenue up 14% YoY to $213.39B

Amazon/BusinessWire

EPS $1.95 vs $1.97 est., net income up 6% to $21.19B. AMZN drops 11%+ after hours on $200B capex guidance.

Amazon shares sink as it prepares $200bn AI spending blitz

Financial Times

Investors spooked by massive AI infrastructure investment commitment.

AWS growth hits 3-year high, custom chips top $10B