| Deal | Status | Last Activity |
|---|---|---|
| Tufin | 🟢 Active | Mar 6 — Teresa shared cowork training deck for Mar 9 session |
| Bond Sports | 🟢 Active | Mar 3 — scoping files updated |
| Blackstone | 🟢 New | Mar 3 — lead created |
| Carlyle | 🟢 New | Mar 3 — lead created |
| Caribou | 🟡 Active | Mar 3 |
| BBG | 🟡 Active | Mar 3 |
| Dasvandh Network | 🟡 Active | Mar 2 |
| Oshi Health | 🟡 Cooling | Feb 25 |
| SRI | 🟡 Cooling | Feb 25 |
| Tungsten Automation | 🟡 Cooling | Feb 25 |
| Talkiatry | 🟡 Cooling | Feb 25 |
| PointsNorth | ⚪ Stale (14d+) | Feb 22 |
| Choreo Advisors | ⚪ Stale (14d+) | Feb 19 |
| Bento | ⚪ Stale (14d+) | Feb 17 |
| PivotalAdvisors | ⚪ Stale (14d+) | Feb 17 |
| NeoGov | ⚪ Stale (14d+) | Feb 16 |
7 active | 4 cooling | 5 stale (14d+)
Opportunity Cost — 9 of 14 drafts cooling. The Writing Fuel digest surfaced it plainly: only 2 drafts have momentum, 9 are 14+ days stale. The chains feeding them are loaded — the-question-changed has 6 fresh captures this week alone. The raw material compounds; the drafts don't write themselves. Every week of delay is decay, not patience.
Incentive Check — Training others on your tools. A 4-hour Claude Cowork for Turn/River is high-touch delivery. The question Munger would ask: does training a client to use the tool you built create a moat, or does it commoditize your edge? If the value is in the orchestration layer (your thesis), then teaching execution-level tool use may be the wrong altitude.
Inversion — What breaks if you ignore the 4 broken crons? Gmail triage, podcast monitor, markdown health, skill directory — all errored today. None catastrophic alone. But compounding failures in automation infrastructure is exactly how you wake up one morning with no morning briefing and no idea why. Fix or kill.
"Invert, always invert."
skills.sh trending is dominated by Microsoft Azure Copilot skills (azure-ai, azure-deploy, azure-storage, azure-diagnostics, azure-rbac, azure-compliance — all ~4.3K installs). Not directly relevant to Dan's stack, but signals Microsoft's aggressive push to embed Copilot into every Azure workflow. Also: sleek-design-mobile-apps at #1 (13.9K) and find-skills by Vercel Labs at #2 (12.5K).