💪 Mighty Brief

📊 Pipeline: ~20 active deals across stages

👥 Team Activity (last 24h)

3 commits — Dan built Claude Cowork training playbook with prompt library appendix for upcoming client sessions (Open Book Wed, Tufin Fri, Tern River Mon).

⚡ Dan's Plate

• 📧 No urgent _M emails needing reply (just Zapier promo + Anthropic webinar)
• 📅 No _M meetings today (Saturday)
• ⚠️ Cowork training prep — Open Book is Wednesday. Mark facilitates, Dan/Teresa/EJ attend. Need pre-session admin setup confirmed.
• ⚠️ PaceLoanGroup — 3 weeks silence on $100K proposal. Follow up Monday?
• ⚠️ BBG — Samples 19 days overdue on a $391K deal

📝 Recent Meeting Notes

Feb 26 — Claude Cowork Training Work Session: Planned all 3 upcoming trainings. Open Book (12 in-person + 1 remote), Tufin (virtual), Tern River (virtual). Dan takes facilitator role for Fri + Mon after watching Mark on Wed. Jackie Colburn as producer. Pre-session admin setup is critical (connectors, licenses).

Opportunity Cost Alert: Deep Squorum strategy session yesterday — defensibility, moats, acquisition targets, vertical expansion. Massive intellectual energy but zero code shipped. SMS bot still has zero users. Strategy without traction is a diary. "The big money is not in the buying or selling, but in the waiting" — but you have to plant something first.

Circle of Competence + Incentive Analysis: Facebook Groups bootstrap idea is brilliant because Dan IS a user. But watch the incentive trap: scraping FB groups risks platform action. Facebook's incentive is to solve this themselves (WhatsApp scheduling). Build the player graph fast before Meta notices.

Second-Order Thinking: Two Wick Embed opportunities (Helios Monday, Lifetime pending). If both convert: _M cowork training (3 sessions) + Helios + Lifetime + Squorum + Mexico trip Mar 7. Capacity is the constraint, not deal flow. Invert: what breaks first?

No captures modified in the last 48 hours with recent dates. Capture activity was sparse this cycle.

• The Information: "What's Next in Anthropic's Showdown With the Defense Department" — deep analysis of the Anthropic-Pentagon escalation
• The Information: "What OpenAI's New Deals Mean for Amazon, Microsoft and Nvidia" — downstream effects of the DoW deal
• The Information: "Military Worries Simmer at OpenAI, Google Amid Anthropic-Pentagon Feud"
• The Information: "Google Strikes Multibillion-Dollar AI Chip Deal With Meta"
• The Information: "Form Energy Raising Money With Hopes of IPO, Strikes $1B Data Center Deal"
• Stratechery (Ben Thompson): "This Was an Xbox" — weekly analysis
• Every: "You Should Never Go Viral With Your AI App" + "How to Design Software With Weight"
• NFX: "What comes after SaaS?" — relevant to _M positioning
• Ben's Bites: "Claude has some conflicts" — Anthropic timing
• Not Boring (Packy McCormick): "Weekly Dose of Optimism #182"
• Lenny's Newsletter: Cisco president on AI as critical for humanity's survival
• The Information: "Big Tech Could Borrow Hundreds of Billions Each" + "Meta's Internal Chip Design Hits Roadblocks"

AI & Anthropic-Pentagon Saga

• Kevin Roose: "DoW got so mad at Anthropic for insisting on carve-outs for mass surveillance and autonomous weapons that they declared it a supply chain risk and struck a deal with OpenAI that includes...the exact same carve-outs." →
• Palmer Luckey: Disputes Roose — "they were not offered the same carveouts. Why are you just making things up?" →
• Matt Wolfe: Long, nuanced thread on both sides. Notes the double standard — OpenAI apparently getting same terms Anthropic was punished for. "It feels more vindictive and impulsive than cool-headed." →
• Vinod Khosla: "Putin won't fight fair so we should have autonomous AI weapons" →
• Derek Thompson: Amplifying Kevin Roose's analysis of the two frontier labs approved for classified use →

Tech & Tools

• Browser Use: Launches autonomous 24/7 agent platform — profiles, workspaces, Slack/Linear integrations →
• Peter Dedene: OpenAI may skip GPT-5.3, go straight to 5.4 →
• Garry Tan: "Is this an easter egg in Claude Code? It wants me to go to sleep." →
• Howard Lerman: Data center construction surpasses office construction for first time →

Twin Cities

• Dean Phillips: Prayers for soldiers and pilots amid Iran strikes →
• Finance & Commerce: City Center office tower preparing for sale and redevelopment →
• Rob Weber: Why Affirm & PayPal are chasing bank charters — BNPL moving to infrastructure phase →
• Finance & Commerce: U.S. construction spending up in December — single-family rebound →

Techmeme

• Pentagon designates Anthropic as supply chain risk (top story, massive coverage)
• OpenAI reaches classified network agreement with DoW
• Anthropic dispute raises questions for Nvidia, Google, Amazon, Palantir
• TSMC N2 capacity sold out through Q2 2027
• $20.9B lost to identity theft from data broker breaches (Congressional report)

memeorandum

• U.S. and Israel launch strikes on Iran — dominating political news

Top movers on skills.sh: agent-browser, ai-image-generation, agent-tools, remotion-render, ai-video-generation, twitter-automation. The agent-browser skill (16.1K installs) is notable — aligns with Browser Use's launch above. Agent tooling continues to dominate.