💪 Mighty Brief

1. OpenAI scrambling for compute after Stargate stalled — The Information reports internal scramble. Reinforces the thesis: compute is the bottleneck, not models. → The Information
2. Aaron Levie: "Start AI-first companies NOW" — Long thread on why upstarts with zero legacy can beat incumbents using agents. "We've crossed a threshold." This is the Blank Metal thesis in public. → X
3. Nate Liason's OpenClaw bot made $14.7K in 3 weeks — Peter Yang deep-dive on Felix: 3-layer memory, 5 parallel chats, Stripe/Vercel/X access. The proactivity + memory insight is relevant to Mighty's own architecture. → X
4. Google cracking down on agentic tool access — Peter Steinberger flagged draconian Google TOS enforcement vs. Antigravity. Anthropic plays nice, Google bans. Platform risk signal. → X
5. Gil Dibner/Evan Armstrong: "OpenAI is looking like Icarus" — ChatGPT may not be the product for agent-first consumers. Ad model + autonomous agents = fundamental tension. → X
6. SK chip exports +134% YoY — AI demand driving hardware boom. Peripherals +129%. Not slowing down. → Techmeme
7. Mar-a-Lago shooting — Armed 21-year-old from NC shot dead by Secret Service overnight. Dominating memeorandum. → NYT
8. USA Hockey Gold — again — Star Tribune front page: "Golden once again." The Hughes brothers interview getting rave reviews. MN vibes. → Star Tribune

📊 Pipeline: 11 active, 3 cold

👥 Team Activity (last 24h)

Dan: Heavy PointsNorth work — consolidated folder structure, feasibility report finalized, tech architecture diagrams (5-layer mermaid, Gemini prompt for deck diagrams), proposal section on feasibility findings. Also updated proposal rigor checklist.

⚡ Dan's Plate Today

• 10:30 AM — _M Pipeline & Staffing Meeting (Zoom, full team)
• 11:00 AM — Omnia Weekly Planning Roundtable
• PointsNorth proposal — Due end of day. Feasibility done, need to finalize deck.
• NeoGov follow-up — Week of 2/23, coordinate with EJ.
• BBG — Need to escalate on Ryan's overdue samples.
• Bento access — Send consolidated requests to Adam before Jeff's contract ends 2/28.
• _M email: Nothing urgent (2 unread — Anthropic webinar registration, Google Search Console milestone: 450 clicks in 28 days).

Opportunity Cost — Aruba Tomorrow: With vacation starting tomorrow and Points North proposal due Monday, there's a collision. If the proposal isn't locked tonight, vacation brain will fight deadline brain. Invert: what does a Monday deadline look like when you're poolside in Aruba? Either ship it before wheels up or negotiate the deadline now. Half-measures guarantee both suffer.

Circle of Competence — Portfolio Spread: Blank Metal, Aetherical, coaching practice, content pipeline, Squorum, Pulltab, Lite. Each one reasonable alone. Together they create the illusion of diversification while fragmenting focus. Munger bought concentrated positions. The question isn't "which of these is good?" — it's "which 2-3 would I bet the farm on?"

— "Invert, always invert." (from Feb 20)

• The Information: "Inside OpenAI's Scramble to Get Computing Power After Stargate Stalled" → Gmail
• First Round Review: "Most CROs are salespeople. Vanta's CRO says that's changing" → Gmail
• The Information: "Why Reddit's Stock Plunged 42% In Past Five Weeks" → Gmail
• Every: "Five AI Agents Walk Into a Group Chat" → Gmail
• The Information: "Techies Are Getting Hot and Bothered For Home Saunas" → Gmail
• Lenny's Newsletter: "Making your product enterprise-ready, when engineering outpaces product" → Gmail

AI List

• Gil Dibner on Evan Armstrong's "OpenAI is Looking Like Icarus" — ad model vs agent autonomy tension →
• Peter Dedene — Google shooting themselves in the foot blocking agentic workflows →
• Ethan Mollick — AGI economic scenarios need more nuance, cites Alex Olegimas →
• Derya Unutmaz — AI+robotics solving NK cell manufacturing for cancer treatment →
• Shane Thomas — Gemini 3.1 Pro, GPT-5.3-Spark, Anthropic $30B raise, Claude Sonnet 4.6 all in one week →

Leaders List

• Aaron Levie — Start AI-first service companies NOW. Legacy workflows temporarily held back. "We've crossed a threshold." →
• Garry Tan — "Datacenter YIMBY" thread. Communities blocking DCs destroyed $1T in enterprise value last year. →
• Hiten Shah — RT'd Corey Haines' Marketing Skills for Claude Code v1.2.0 (AI-SEO, content cited by AI search) →
• Nikita Bier — "4000 people in SF holding up the entire economy of California" →

Tech-Dev List

• Techmeme — SK chip exports +134% YoY, AI demand still accelerating →
• Peter Yang — Deep-dive: OpenClaw bot made $14.7K in 3 weeks with 3-layer memory system →

Twin Cities

• Steve Grove (RT Star Tribune) — USA Hockey "Golden once again" front page →
• Ben Leber — Vikings mourning Ronyell Whitaker's passing →

Tools List

• Peter Steinberger — Google banning Antigravity users, platform risk for agentic tools →
• Shane Thomas — Claude Sonnet 4.6 + Anthropic $30B raise recap →

Memeorandum

• Armed man shot dead at Mar-a-Lago by Secret Service — 21-year-old from NC, reportedly fixated on Epstein case

Techmeme

• SK chip exports +134% YoY on AI demand
• Airtable launches "Superagent" — subagent research product for boardroom-ready reports
• "WorkTok" trend rising — Gen Z filming daily work routines on TikTok

Top movers on skills.sh (24h):

• vercel-labs/skills/find-skills — 8.0K installs (meta: the skill ecosystem is growing fast)
• Microsoft Azure suite — Copilot for Azure skills dominating (observability, cost optimization, diagnostics, AI, deploy) — 6K+ each
• Marketing Skills for Claude Code — v1.2.0 with AI-SEO (Hiten Shah RT'd this today)

The Azure Copilot skills flooding the leaderboard signals enterprise is going all-in on agentic DevOps. Relevant for _M clients.