💪 Mighty Brief

AI Simon Willison on "Cognitive Debt" — Excessive unreviewed AI-generated code leads to losing your mental model of what you've built, making future decisions harder. Direct hit on the compound engineering thesis.
x.com/simonw

AI The Information: "I'll Do It Myself" — SV CEOs' New AI Ethos — CEOs using AI to bypass their own teams. Words like "paradise," "superpower," and "nuclear bomb" signal another vibe shift. Validates the operator thesis hard.
theinformation.com

AI Tools Compound Engineering Plugin Goes Universal — Kieran Klaassen's plugin now works across Claude Code, CoWork, Codex, OpenCode, Factory Droid, Cursor, Pi, and Gemini CLI.
x.com/kieranklaassen

AI Every: "The Two-Slice Team" — Amazon's two-pizza rule needs updating for the AI era. New heuristic for team sizing when AI amplifies individual output.
every.to

VC Anduril Raising at $60B+ Valuation — Defense tech darling in talks for new billions, roughly double its June round. The defense-AI corridor keeps inflating.
theinformation.com

VC Stratechery: Aggregators and AI — Ben Thompson's weekly roundup covers individualization at scale, CapEx explosions, and the shifting dynamics of AI aggregation.
stratechery.com

AI Anthropic Partners with CodePath on CS Curricula — Integrating Claude AI tools into coding curricula at hundreds of US community and state colleges. Education pipeline play.
WSJ via Techmeme

VC Waymo's $16B Series D + Bessemer on Enterprise Series A Signals — Bessemer Atlas newsletter breaks down what proof looks like at Series A, plus Waymo's massive round.
Gmail

Ben Thompson — Aggregators and AI

This Week in Stratechery: individualization at scale, CapEx explosions and distinctions, and an interview flip. Read →

email@stratechery.com · Feb 13

Every — The Two-Slice Team

Amazon's "two-pizza rule" worked for 24 years. Time for a new heuristic. Read →

hello@every.to · Feb 13

Sahil Bloom — The Doorman Fallacy

Surface value vs. real value. Don't confuse visible effort with actual impact. Read → · Gmail

sahil@sahilbloom.com · Feb 13

Lenny's Newsletter — Community Wisdom

How PMs are using AI coding tools, implementing reverse free trials, distinguishing yourself. Read →

Lenny Rachitsky · Feb 14

Bessemer Atlas — Series A Signals

What proof looks like at Series A, plus Waymo's $16B round and NFL cybersecurity. Gmail

atlas@bvp.com · Feb 14

The Information — Multiple

• AI Tools Bring New Management Ethos: I'll Do It Myself — CEOs using AI to bypass teams Gmail
• Anduril at $60B+ — Defense tech funding doubling Gmail
• Grafana Labs raising at $9B — Observability still hot Gmail
• Lightspeed Partner launching new fund — Behind Navan, Netskope Gmail
• Oura Rings as Wedding Bands — Wearable culture moment Gmail

• Simon Willison — "Cognitive debt" from unreviewed AI code. Losing your mental model. →
• Kieran Klaassen — Compound Engineering plugin now universal (Claude, Codex, Cursor, Gemini, etc.) →
• Ryan Carson — Harness Engineering system auto-records browser testing videos for PRs →
• Amjad Masad — Ray Dalio posting on broken systems, Masad: "Called it in '24" →

• Garry Tan — "AI moves the excuses out of the way. Intelligence is too cheap to meter. Your taste is your evals." →
• Tim Urban — Four phases of X misinformation, calling for algorithm to penalize fabricated content →
• Nikunj Kothari — Responding to Levie: "If agents actually come, we'll all be working less... but each hour matters more" →
• Andrew Parker — "90s: make software that makes money while you sleep. Now: make the software while you sleep" →
• Mark Pincus — "Spend time on 'what if everything goes right'" →

• Techmeme — Anthropic + CodePath redesigning coding curricula at US colleges →
• Techmeme — Scale AI suing US DoD over procurement decision →
• Techmeme — Western Digital "pretty much sold out" 2026 HDD capacity →
• Techmeme — India seeking "global AI commons" agreement at AI Impact Summit →
• Gentry Underwood — "All that remains is artistry" (on post-AI abundance) →

• Finance and Commerce — Bigos Management bought Mill District City Club Apartments (175 units, $35M+) for full renovation →
• Rob Weber — Quicklly transforming $100B+ ethnic grocery market, 10% of South Asian stores in NA →
• First Avenue — Jason Isbell at the Armory March 5 →

• Peter Steinberger — "apps are dead" + "coding without AI = coding in notepad without syntax highlighting" →
• Perplexity — Finance earnings pages now include 16-quarter beat/miss history →
• Ryan Carson — Antfarm hits 1k GitHub stars →

• Anthropic partners with CodePath on college CS curricula
• Scale AI sues US DoD over procurement decision
• India seeks "global AI commons" at AI Impact Summit
• Western Digital sold out 2026 HDD capacity
• Featured: Cheeky Pint w/ Ben Thompson on AI ads, end of SaaS, future of media
• Featured: Lenny's Pod w/ OpenAI's Sherwin Wu — "Engineers are becoming sorcerers"
• Featured: Big Technology Pod — "Something Big Happening," AI Safety, Anthropic $30B

techmeme.com

• TSA warning of long waits in partial shutdown
• DHS orders tech giants to unmask anti-ICE accounts
• ICE Minneapolis shooting story unravels (NYT)
• New mortgage crisis quietly hitting those who can least afford it
• Soaring coffee prices rewrite daily routines
• The Internet's Nihilism Crisis

drudgereport.com

• Joint UK/Sweden/France/Germany/Netherlands statement: Navalny was poisoned with lethal toxin

memeorandum.com

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