💪 Mighty Brief

• FDM-1: Video-native computer use model — Learns from video, not screenshots. Can construct Blender gear, find bugs, drive a car with arrow keys. Roon calls it "a pivotal moment for realtime." X
• Gemini 3.1 Pro crushes WebGL — Meng To demos one-prompt 3D animations, particle systems, interactive grids. Design → code gap shrinking fast. X
• Levie on Jevons Paradox for engineers — Chollet says demand for competent engineers goes UP as AI makes them productive. Levie expands: every field with 5-10x output sees demand explosion, not contraction. X
• Apple commits 100M+ chips from TSMC Arizona in 2026 — Reshoring the US chip supply chain accelerating. Techmeme/WSJ
• X killing reply-guy bots — API replies only allowed if account mentions you directly. Good for signal-to-noise. X
• Supreme Court voids key Trump tariffs — Reignites trade policy uncertainty; businesses recalibrating pricing, hiring, investment. Finance & Commerce
• US Women's Hockey declines Trump SOTU invite — Dominating memeorandum. The Olympic gold medalists said no.
• Providence RI: 38" snow from one storm — MSP has 37.2" all winter. They got more in one shot. Paul Douglas

📊 Pipeline: 11 active, 3 stale | ~$900K+ total

👥 Team Activity (Last 24h)

Auto-sync committed Wondr meeting notes (slide prep, daily check-ins) and Engagement Lead Review notes. Elli's modernization proposal thread active (7 messages). Justin worked 16hrs on weekend for Wondr tech docs. Mike worked weekend on VMG bugs.

⚡ Dan's Plate Today

• 9:00 AM — Weekly standup (full team)
• 10:00 AM — Mark & Dan checkin
• 1:30 PM — NeoGov case study huddle (Teresa, EJ, Chris, Elli, Dan)
• 📧 Elli's "Modernization Proposal" thread — check if response needed
• 📧 Notion trending: "Client Gift & Swag Ideas" — low priority

Opportunity Cost: Massive capture day (~20 items) but zero published output. Capturing is learning; publishing is leverage. The capture-to-publish ratio is widening — every day of "saving for later" decays the freshness advantage.

Social Proof / Availability Bias: Four separate people validated "file system = database" in 24hrs. Dan's architecture IS correct — but beware treating consensus as confirmation. The question isn't "is this right?" but "what's the next move that converts positioning into revenue?"

Second-Order: Greg Isenberg's 30-step mapped to Squorum is first-order useful. Second-order: mapping playbooks feels like progress but substitutes for the hard thing — actually executing step 1 (quantify the $2K/yr pain with real data from real organizers).

"Invert, always invert."

• Bill Gurley (2018) — A Letter a Day #319 — Kevin Gee's Substack. Gurley on markets and moats. Gmail
• Tina Brown: The Erstwhile Ambassador, the Fallen Prince, and the U.S. Epstein Morass — Gmail
• Changelog News: The Mythical Agent-Month — Riff on Brooks' classic. Relevant to _M's agent work. Gmail
• Rohan's Bytes: Anthropic launched Claude Code Security — Scans repos for bugs, suggests patches. Gmail
• GoodUI: 40 Experimentation poll results — 2 years of A/B testing data. Gmail
• Stripe: Action required — valid business URL for Replay, LLC — Gmail
• Finance & Commerce: Eagan project would employ 200 workers — Local economic development. Gmail

AI

• FDM-1 video-native computer use — Foundation model learns from video like humans. Blender, bug-finding, driving. @si_pbc
• Gemini 3.1 Pro WebGL — One-prompt 3D animations, particle systems. @MengTo
• GPT-5.3 Codex crushing Swift/iOS apps — "I rarely even launch Xcode." @DeryaTR_
• x86 CPU emulator in pure CSS — No JavaScript. Write C, compile to x86, run in CSS. @flyosity RT
• Replit Agent + Architect sub-agent — Multi-agent coding collaboration. @amasad

Leaders

• Levie: Jevons Paradox for experts — "Never been a better time to be an expert in your field." @levie
• Grail/Galleri cancer test — 20% drop in metastatic disease. Suster: "Money well spent." @msuster
• OpenClaw on Raspberry Pi — Palm-sized AI agent with mic + LED screen. @parulia RT
• Sam Lessin on campaign finance — Endorsements and post-election money are the real issue. @lessin

Tech-Dev

• PDF parsing for AI training — The challenge of extracting trillions of tokens from PDFs. Techmeme/Verge
• Apple 100M+ TSMC Arizona chips — US chip reshoring accelerating. Techmeme/WSJ
• Meta E2E encryption vs CSAM — 2019 internal warnings about flagging capabilities. Techmeme/Reuters
• Codex AGENTS.md tip — "Use hard cutover, never implement backward compatibility." @steipete RT

Twin Cities

• Dropkick Murphys free block party — March 6, across from Alex Pretti shooting site. Local music + community. @ChrisRstrib
• Conrad Sverkerson Day — MN officially proclaimed Feb 22. First Avenue legend. @FirstAvenue
• Stearns County $290M justice center — 225 bids, many local. @BusinessMN
• Supreme Court tariff ruling — Trade uncertainty hitting MN businesses. @BusinessMN

Tools

• Seedance 2.0 — AI video that doesn't look like AI. @steipete RT
• Lobster — Solution for AI training data provenance. @steipete RT

Techmeme

• Dan Sundheim on public/private market investing (Invest Like the Best podcast)
• AI developers' PDF parsing challenge for training data (The Verge)
• Apple reshoring: 100M+ TSMC Arizona chips in 2026 (WSJ)
• Meta E2E encryption vs child safety flagging (Reuters)

Memeorandum

• US Women's Hockey team declines Trump SOTU invitation (NBC/Politico/everywhere)

The Engagement Lead Review yesterday surfaced something worth naming: both teams approaching overwhelm, Justin pulling 16hr weekends, Mike on weekend bug fixes. Meanwhile the pipeline shows 11 active deals at ~$900K+. The Munger observer is right — the question isn't "is the architecture correct?" it's "what converts positioning to revenue?" But there's a capacity constraint upstream of revenue: if the delivery team is burning at current client load, every new signed deal increases execution risk. The Mark & Dan checkin today might be the right moment to name this tension directly. Insurance Newco as case study is compelling, but only if there's bandwidth to actually deliver it well.