💪 Mighty Brief

1. Pentagon used Claude in Iran strikes — hours after Trump banned Anthropic from federal use. WSJ broke it. Bottoms-up adoption beating top-down policy. WSJ
2. Block lays off 4,000+ citing AI automation — Dorsey says "replace human labor with compute power." Stock surged. WSJ calls it "the week the dreaded AI jobs wipeout got real." WSJ
3. AWS devs forced to take on new roles with AI tools — engineers now required to do technical writing. Role expansion, not replacement. FT via Techmeme
4. Khamenei killed in US strikes on Iran — Operation Epic Fury. Iranians celebrating in streets. Polymarket Iran bets hit $529M. The Atlantic
5. Anthropic vs Pentagon showdown deepens — The Information on what's next. Federal AI procurement is chaos. The Information
6. Harj Taggar: "Everybody I know using AI is working more hours not less" — confirms Dan's T1 thesis. AI intensifies work. @harjtaggar
7. Browser Use launches Agent API on Product Hunt — browser, terminal, persistent memory for agents. Garry Tan RT'd. @browser_use
8. Bessemer: How to monetize AI + Inertia Enterprises $450M Series A BVP Atlas

📊 Pipeline — 18 active, 4 cold/stale

Stage	Deals	Status
Lead	UHG, Oshi Health, Tungsten Auto, SRI, Choreo Advisors, US-Bank, Valvoline	UHG/Oshi/Tungsten all 🔥 HOT via Anthropic refs
Discovery	NeoGov, Talkiatry, BBG, Bento, Bond Sports, hc1	NeoGov call TODAY; Talkiatry proposal due Fri; BBG samples 19d late
Approach	PointsNorth, Insurance Newco, Caribou	PointsNorth proposal this week; Caribou MSA in review
Proposal	PaceLoanGroup, Dasvandh	PaceLoan 3wks no reply ⚠️; Dasvandh 23d waiting ⚠️
SOW	PowerPusher, Zivian, Pivotal	PowerPusher SF blocker 3.5wk; Pivotal reviving

👥 Team Activity (24h)

One auto-sync commit (Feb 28 07:25). Weekend — low activity expected.

⚡ Dan's Plate

• 📧 Only unread _M email: Zoom onboarding (noise — skip)
• 📅 No _M meetings today (Sunday)
• ⚠️ Stale deals need pokes: PaceLoanGroup (3wk), Dasvandh (23d), BBG samples (19d), hc1 (35d — archive?)

📋 Recent Meeting Notes

Feb 26: Elli & Evan pre-game session (Tungsten/Turn River context)

Opportunity Cost Alert: Deepest Squorum strategy session ever — defensibility, moats, acquisition targets, vertical expansion. But none shipped code. 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 is brilliant because Dan IS a user. But watch platform risk — FB's incentive is to solve scheduling themselves (WhatsApp). Build the player graph fast before Meta notices.

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

• Agentic Software Architecture — @ashpreetbedi (5 levels of agentic software), Poke ($15M seed for SMS AI assistant), @robjama (Anthropic marketing + Claude Code) → Validates Squorum's agentic SMS approach and _M's consulting thesis. Progressive complexity is the playbook.
• AI Tool Selection & Operator Leverage — Ethan Mollick (guide to which AI in agentic era), @robjama (10x creative output with Claude Code) → Dan's T4 thesis: operators who wield AI well capture most value. The tool-picker is becoming a core skill.
• Platform Risk & Agent Distribution — Poke (iMessage/SMS channel), Dan Kagan-Kans (left missing out on AI) → Where agents live matters. SMS/iMessage = distribution without app store gatekeeping. Squorum chose right.

• The Information: "Otters, Minesweeper and Will Smith's Spaghetti: At-Home Tests for Measuring AI" — AI benchmarking going mainstream
• Lenny's Newsletter: Community Wisdom — building tech stack from scratch, surviving painful product demos, managing LLM credit costs
• Bessemer (Atlas): How to monetize AI + Inertia Enterprises' $450M Series A
• The Information: What's Next in Anthropic's Showdown With the Defense Department
• The Information: What OpenAI's New Deals Mean for Amazon, Microsoft and Nvidia

• @tszzl (roon): "Most so-called AI watchdog groups are barely concealed partisans" — safety debate getting political →
• @yoheinakajima: On Anthropic's consumer memory feature — prompt/instructions could be improved, should leverage profile preferences →
• @NathanLands: "Building America" podcast — first ep with Scott Kupor on leaving a16z to run OPM →

• @TurnerNovak: Pentagon using Claude = "bottoms-up adoption beating top-down enterprise sales" →
• @nikitabier: "Today was the biggest day on 𝕏 in history" →
• @garrytan: RT'd Browser Use's always-on agent config →
• @bgurley: Promoting his book on finding distinctiveness →

• Techmeme: Pentagon used Claude in Iran strikes despite ban — WSJ →
• Techmeme: AWS devs asked to take on new roles with AI tools — FT →
• Techmeme: Block 4,000 layoffs citing AI — WSJ →
• @petergyang: "Coding is now the most fun video game I've ever played" →
• @harjtaggar (via RT): "Everybody I know using AI is working more hours not less" →

• @nacholeber (Ben Leber): "Almost zero chance [Jeremiyah Love] falls to Vikings now" — unofficial 4.36 40 at Combine →
• @JuliaEColeman: Unanimously endorsed by GOP for state senate →
• Iran celebrations and commentary dominate TC feeds

• Browser Use: Launched Agent API — browser + terminal + persistent memory for agents. Hackathon ongoing. →
• @howard: "Used Claude to build an app, then build an MCP server so Claude could talk to the app it built" →
• @AravSrinivas: RT'd Aaron Levie: "Agents having their own computer and filesystem will be core primitives" →
• Perplexity: Building wealth tech — minimalist portfolio view from a single prompt →

Techmeme

• Block lays off 4,000+ citing AI — "the week the AI jobs wipeout got real"
• Pentagon used Claude in Iran strikes despite federal ban
• AWS devs forced into new roles with AI assistance
• Netflix won by walking away from WBD bid — collected $2.8B termination fee

Memeorandum

• Polymarket Iran bets hit $529M, blockchain sleuths hunting unusual patterns
• "The Worst-Case Outcome Is Complete Chaos" — Atlantic on Iran aftermath
• Operation Epic Fury details emerge across outlets

Drudge

• Lab-grown brains growing more powerful
• CNN panic: "We're all doomed" — Ellisons will run networks, studios, news

Top movers on skills.sh: agent-browser (13.5K), ai-video-generation (13.4K), twitter-automation (13.3K), agent-tools (13.2K), sleek-design-mobile-apps (13.1K). Microsoft pushing Azure AI/deploy/observability skills via GitHub Copilot.