πŸ’ͺ Mighty Brief β€” February 8, 2026

Generated at 4:30 AM CT β€’ Super Bowl Sunday

πŸ“Œ TL;DR β€” Top Stories

πŸ“§ Emails (10 items)

How Capex Ramp Up Will Squeeze Google, Amazon, Meta
The Information β€’ Feb 7, 6:01 PM

Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make difficult choices, such as whether to end stock buybacks or borrow more money.

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🧠 Community Wisdom: Common mistakes when hiring a growth PM, using AI to speed up bug reporting...
Lenny's Newsletter β€’ Feb 7, 4:57 PM

Top threads: Resume title advice for engineers pivoting to PM ("Product Engineer" vs "Product Manager"), common mistakes when hiring first growth PM (over-indexing on SQL, not engaging UX enough), using AI to speed up bug reporting workflows.

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PR, Parties and Epstein: How Investor Masha Bucher Shot to Fame
The Information β€’ Feb 7, 2:01 PM

January 30 was an eventful day for Masha Bucher. That evening she held a blowout 8th birthday party for Day One Ventures at the Asian Art Museum in SF. The same day, something occurred that has upended her world and raised questions about her future as a VC.

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Exclusive: Microsoft Sales Chief Responds to Potential Rivalry with OpenAI's New Agent Product
The Information β€’ Feb 6, 8:45 PM
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How the Architect of California's Billionaire Tax Became Tech's Villain
The Information β€’ Feb 6, 1:05 PM
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SaaSmageddon and the Super Bowl (This Week in Stratechery)
Ben Thompson / Stratechery β€’ Feb 6, 12:02 PM
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What Is Taste, Really?
Every β€’ Feb 6, 10:13 AM
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Why Success Stories Are Often So Misleading
Sahil Bloom's Curiosity Chronicle β€’ Feb 6, 8:11 AM
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How Nvidia and Big Customers Finally Conquered Blackwell 'Challenges'
The Information β€’ Feb 6, 8:01 AM
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Weekly Dose of Optimism #179
Not Boring β€’ Feb 6, 7:57 AM
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🐦 Twitter β€” Leaders (20 items)

Matt Clifford (@matthewclifford)

Really quite remarkable that UK government has built and maintained this capability. A bright spot of world-leading state capacityπŸ‘‡

Quote: UK AISI's Red Team tested both OpenAI + Anthropic's models released today! We jailbroke GPT-5.3-Codex in 10 hours & conducted an alignment audit on Opus 4.6.
42 likes β€’ 3 RTs
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Garry Tan (@garrytan)

RT @alexgraveley: AI-only companies will be common by the end of the year.

13 RTs
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Garry Tan (@garrytan)

This is a very very common problem and the perfect articulation of how West Coast harm reduction policy got so bad

32 likes β€’ 6 RTs
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Garry Tan (@garrytan)

What a powerful idea [Re: factory pattern for entire application]

80 likes β€’ 3 RTs
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Aaron Levie (@levie)

Every piece of enterprise software has to become a platform play in some capacity. We're moving to a world where agents will do vastly more work with tools and data than people ever did. Your business model, feature set, and access points have to prepare for this.

186 likes β€’ 17 RTs
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Josh Elman (@joshelman)

So hyped for tomorrow β€” Go Seahawks!!!

19 likes
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Tobi Lutke (@tobi)

RT @wealthmoose: πŸ‡¨πŸ‡¦ Every Canadian should read this twice: Canada ranks 1st in uranium, 1st in potash, 2nd in nickel, 3rd in oil...

81 RTs
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@jason (@Jason)

An atheist with dyslexia was suffering from insomnia β€” He stayed up all night wondering if there was a Dog.

115 likes β€’ 2 RTs
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Hiten Shah (@hnshah)

RT @virattt: Dexter hit 10,000 stars on GitHub. It's OpenClaw and Claude Code, for finance.

631 RTs
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Hiten Shah (@hnshah)

RT @morganb: To give you a sense of how AI-pilled Opendoor is β€” I use AI about 10x more now than I did at Dropbox, where I led the AI product...

24 RTs
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Garry Tan (@garrytan)

This is unhealthy by the way (speaking from experience) β€” Try to get at least 6 hours of sleep per night when deeply addicted to Claude Code

647 likes β€’ 24 RTs
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Garry Tan (@garrytan)

Is it possible I used Claude Code so much somehow my USB-C connectors burned out on my MacBook Pro? Two of mine are dead and won't charge...

794 likes β€’ 9 RTs
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Garry Tan (@garrytan)

I'm not sure when the California Democrats became the party of pro-racial discrimination, but I think we should stop this [Re: ACA7 racial preferences amendment]

439 likes β€’ 26 RTs
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Garry Tan (@garrytan)

RT @aakashgupta: Naval is right, and the math proves it in a way most people aren't processing. GPT-4 launched at $60 per million output tokens...

349 RTs
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πŸ€– Twitter β€” AI (20 items)

Amjad Masad (@amasad) β€” Replit CEO

Chinese new year is in less than 10 days. This is probably DeepSeek πŸ™‚ [Re: OpenRouter's stealth "Pony Alpha" model]

185 likes β€’ 3 RTs
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Amjad Masad (@amasad)

I kinda understood this insane tweet but not because I'm that plugged into gen z culture, but because all this mogging and mewing started on millennial bodybuilding forums...

170 likes
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Gil Dibner (@gdibner)

RT: For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law β€” But if AI commoditizes asset-light businesses, we'd just be reverting to the historical mean where value accrued to atoms, infrastructure, energy

274 RTs
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roon (@tszzl)

mom im in debt peonage to a machine I've been financing my Flopus bills with Klarna

286 likes β€’ 3 RTs
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Guillermo Rauch (@rauchg) β€” Vercel CEO

Visited [site] to get up to speed on Clavicular, frame mogging, cortisol spiking, etc. Notice it's v fast despite being extremely dynamic. Built on @nextjs App Router.

412 likes β€’ 12 RTs
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Ethan Mollick (@emollick)

I think agentic AI would work much better if people took lessons from organizational theory... We need measures of spans of control for AI. A human tops out at less than 10 direct reports. I am pretty sure that 100 subagents is too much for an orchestrator agent β€” suspect we need middle management agents...

1014 likes β€’ 104 RTs
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Andrew Mayne (@AndrewMayne)

In 18 months we went from "AI is bad at math" β†’ "Okay but it's only as smart as a high school kid" β†’ "Sure it can win the top math competition but can it generate a new proof" β†’ "Yeah but that proof was obvious"... Next year: "Sure but it still hasn't surpassed the complete output of all mathematicians"

881 likes β€’ 54 RTs
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jack (@jackbutcher)

Built a quick tool for crowdsourcing punks aesthetic premiums

257 likes β€’ 35 RTs
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πŸ–₯️ Twitter β€” Tech (15 items)

Techmeme (@Techmeme)

This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing

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Pinboard (@Pinboard)

Every data center ever built is already in space

2 likes
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Techmeme (@Techmeme)

Analysts say a design refresh for the iPhone 17 lineup has reinforced Apple's status-symbol appeal in China, with the "cosmic orange" Pro model going viral

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Lulu Cheng Meservey (@lulumeservey)

"1,000 songs in your pocket" was one of the great branding masterstrokes of all time

68 likes
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Techmeme (@Techmeme)

Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more

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Techmeme (@Techmeme)

X unveils a new pay-per-use pricing model for its API, replacing the earlier pricing model that required developers to pay fixed monthly fees of $200 or $5,000

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ɹǝʞɹɐd ʍǝɹpuɐ (@andrewparker)

I'm *elated* building things is easier, but, since LAMP (early aughts), it has not been the hard part. Hard part(s): mattering, good taste, maintenance, inspiring others, handling rejection, not getting distracted

2 likes
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Techmeme (@Techmeme)

Sources: Mercor rival micro1 has told investors it is now generating $200M in recurring revenue; Mercor is offering micro1 employees signing bonuses up to $2M

34 likes
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πŸ“° Techmeme Headlines

Apple, whose capital expenditure is just a fraction of its peers, is the only Big Tech company that saw capex decline YoY in Q4, decreasing 19% to $2.37B
Sherwood News
Read article
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
The Information
Read article
After talking with ~40 people at Anthropic, a look at its "Yes, and..." culture where every idea is welcomed and judged based on vibes, like a hive mind
Steve Yegge
Read article
Anthropic rolls out a fast mode for Claude Opus 4.6 in research preview, saying it offers the same model quality 2.5 times faster but costs six times more
Simon Willison's Weblog
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A look at Corning's booming fiber-optic business, boosted by data center demand and a $6B Meta deal, as Nvidia explores Corning's co-packaged optics for servers
Wall Street Journal
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πŸ›οΈ Memeorandum Headlines

NSA detected foreign intelligence phone call about a person close to Trump
The Guardian β€” Whistleblower says Tulsi Gabbard blocked agency from sharing report and delivered it to WH chief of staff
Read article
Whistle-Blower Report Involved Intelligence About a Trump Contact
New York Times β€” Tulsi Gabbard moved to lock down an intelligence intercept that referred to someone close to President Trump
Read article
Washington Post C.E.O. Will Lewis Steps Down After Stormy Tenure
New York Times β€” Jeff D'Onofrio (former Tumblr head) to serve as acting CEO
Read article
Gabbard Whistleblower Complaint Based on Foreign Call About Person Close to Trump
Wall Street Journal
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🌟 WeSmirch Headlines (Culture)

3 Doors Down Singer Brad Arnold Dead at 47
TMZ β€” After "courageous battle with cancer"
Read article
President Trump says suspect possibly ID'd in Nancy Guthrie case
Page Six β€” Investigators have "very strong" clues in Savannah Guthrie's mom kidnapping case
Read article
Kelsea Ballerini and Chase Stokes Split Again 1 Month After Reconciling
Us Weekly β€” Third breakup: "She's Done"
Read article
'Heated Rivalry' star Dylan Walsh flabbergasted by show's popularity
Page Six β€” "Did not see it coming"
Read article
Lil Jon's Son DJ Young Slade Dead at 27
TMZ β€” Cause of death undetermined
Read article

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