💪 Mighty Brief

Wednesday, March 11, 2026 • 3:30 AM CT

⚡TL;DR — Top Stories

1. Meta acquires Moltbook — The AI agent social network (you have the skill installed) just got bought by Meta. Matt Schlicht & Ben Parr join Meta Superintelligence Labs. Top story on Techmeme, covered by WSJ, NYT, Bloomberg, Verge, everyone. Axios
2. Claude Code: $500M → $2.5B run-rate in 5 months — Dario told Dwarkesh Anthropic grows revenue 10x/year. $0→$100M (2023), $100M→$1B (2024), $1B→$9-10B (2025), plus "another few billion" in Jan 2026 alone. Claude Code alone: $500M→$2.5B since September. @parulia
3. OpenAI moving Sora into ChatGPT — Strategy shift: video generation coming to the main product after standalone Sora app failed to gain traction. Will increase both usage and costs. The Information
4. How Uber uses AI for development (Pragmatic Engineer deep dive) — 92% of Uber devs use agents monthly, 31% of code is AI-authored, 11% of PRs opened by agents. Built internal MCP Gateway, background agent platform "Minion," and parallel-agent workflows. AI costs up 6x since 2024. Pragmatic Engineer
5. Microsoft Copilot: only 3% Office 365 adoption — Per The Information, as of January only 3% of O365 customers pay for Copilot. Gil Dibner flagged this. @gdibner
6. Spark Capital's ~100x gain on Anthropic — Early investment delivering nearly 100x as valuation surged. The Information via @gdibner
7. Claude Code gets /btw side conversations — Chat with Claude while it's working, without interrupting the main task. @trq212
8. Anduril acquires ExoAnalytic — Missile defense modeling company. Space unit staff 120 → ~250. Bloomberg via Techmeme

🔗Capture Themes (last 48h)

Agent Infrastructure Is the Platform Play

Captures: @levie (trillions of agents), Bret Taylor/Cheeky Pint (agent harnesses > MCP > APIs, outcome-based pricing), Bloomberg (China OpenClaw craze, stocks +20%, government subsidies)

Why it matters: Three independent sources converging on the same thesis — agents are becoming the primary software users, and everything (APIs, billing, governance) must be rebuilt for them. This is the macro case for every venture Dan runs, from _M's consulting model to Squorum's agent-first architecture to Wick.tech's investment thesis.

The Full-Stack Builder Ascendant

Captures: Shyam Sankar/Palantir (FDE model, celebrating heretics), Tomer Cohen/LinkedIn CPO (Full Stack Builder org restructure), a16z Top 100 Gen AI consumer apps (platform specialization)

Why it matters: LinkedIn restructured around single-threaded product ownership. Palantir's CTO describes exactly the FDE model _M sells. a16z shows platforms diverging into distinct ICPs. The hyper-generalist with taste + agency is winning — that's Dan's profile and _M's talent thesis.

The Window Is Visible to Everyone Now

Captures: a16z (ChatGPT only 10% global population weekly, US #20 in per-capita AI adoption), Bloomberg China (retired aviation engineers at installation events), @levie (agents crossing from coding into all knowledge work)

Why it matters: The 2024-2027 window (T3) is no longer insider knowledge. Box's CEO, a16z, and Chinese government subsidies all say the same thing. If you're building for this wave, the clock is ticking louder — but adoption is still early enough to capture positions.

🏗️Blank Metal

📊 Pipeline

DealStatusLast Activity
PointsNorth🟢 ActiveProposal thread ingested yesterday
TritenIAG🟢 ActiveIntro call yesterday + Elli huddle, same training playbook
Tufin🟡 Meeting todayAI Acceleration use case discussion 9:30 AM
Orion🟡 NewAdded Mar 8
CSC-Steel🟡 NewAdded Mar 8
Bitfarms🟡 NewAdded Mar 8
AutoStore🟡 NewAdded Mar 8
Bond Sports🔴 CoolingMar 3 (8 days)
BBG🔴 CoolingMar 3 (8 days)
Dasvandh Network🔴 StaleMar 2 (9 days)
Blackstone / Carlyle🔴 CoolingMar 3
Caribou🔴 StaleMar 3
SRI / Oshi Health / Tungsten🔴 StaleFeb 25 (14+ days)

Summary: 3 active deals with momentum (PointsNorth, TritenIAG, Tufin). 4 new leads from Mar 8 need qualification. 3+ deals approaching stale. SRI/Oshi/Tungsten at 14+ days — close or re-engage.

👥 Team Activity (24h)

⚡ Dan's Plate Today

📅Today's Calendar

9:00 AMDan / Jovan / Brianna — Great Northern Festival (Zoom)
9:30 AM🏗️ Tufin AI Acceleration Use Case — Sheree Wong, Jeff Taylor (Zoom)
1:00 PMAI Brainstorm — Omnia contacts: Shaun Polasky, Jeremy Evans, Van Franklin, Sean Bagan, Marc Greenberg (Teams)
2:30 PMDan/Rob Part 2 — Rob Silas (Teams)

🧠Munger Observer

Automation Bias: Email unsubscribe cleanup tried a scripted approach for 18 brands — found zero unsubscribe links. The instinct to automate everything before testing one manually is a trap. Invert: do three by hand first, then decide if automation is worth it. You'd have 3 done instead of 0.

Opportunity Cost — Calendar Density: Four meetings today including Tufin (new prospect) and AI brainstorm with Omnia contacts. Two overdue personal tasks (Vibma, multi-model research) sitting since March 1. The meetings will eat the day. If those tasks matter, they need a time block this week — otherwise admit they're deprioritized and close them.

"Invert, always invert."

📧Newsletters & Emails

🐦X/Twitter Signal

AI List

Leaders List

Tech-Dev List

Twin Cities List

Tools List

📰Headlines

Techmeme

Memeorandum

Local

🧩Trending Skills

Microsoft Azure skills dominating. Google Workspace CLI climbing. Nothing directly actionable for Dan's stack today.

💪 Mighty Brief • Generated 2026-03-11 03:30 CT
← Archive