The T5 thesis is now in SEC filings. Your writing pipeline is still at zero.
27 software companies are disclosing AI agents as existential competitive risk. Physician AI usage doubled in 3 years to 81%. The Information ran the story. This isn't thesis — it's evidence. The window you've been talking about since 2024 is now verifiable in public documents.
Which makes the "Working in Public" open loop harder to excuse. You've been building machines for the window. The Nate Fischer captures nailed it: operators win, intellectuals govern. You're an operator. But nobody outside your clients can see that yet. "Why 2026 Is the Most Important Year of My Career" is sitting in ~/clawd/wick-content/ unfinished. The Munger charge from 3 days ago still applies: which work has the highest expected value per hour, and why isn't it getting all of today?
| Time | Meeting | Action Needed |
|---|---|---|
| 8:00 AM | Tufin SOW Alignment — Sheree Wong, Jeff Taylor, Elli, Alex Alvarez | Align on SOW scope & pricing |
| 8:30 AM | Deal Flow Check-In — Dan + Elli | Pipeline status sync |
| 10:30 AM | Weekly Pipeline + Staffing — Full team | Routine |
| 12:00 PM | NEW LEAD Incline Equity Intro — Dan, Zach, Elli | First contact — qualify |
| 2:30 PM | Scoping & Proposal Approach: Part 1 — Dan presents Dasvandh | ⚡ Have Dasvandh proposal ready to present |
| 4:00 PM | NEW Gauge Capital Claude Cowork Training — Dan, Elli, Zach + Gauge team | Training discussion — be ready to scope |
| Deal | Stage | Status | Est. Value |
|---|---|---|---|
| PowerPusher | SOW | WARM SF blocker 3.5wk | $78-135K |
| Zivian Health | SOW | WARM Partner POV needed | TBD |
| Pivotal | SOW | WARM Reviving | $36-50K |
| PaceLoanGroup | Proposal | HOT ~$100K, 3wks no reply | ~$100K |
| Dasvandh | Proposal | WARM 23 days waiting — Dan presents TODAY | $125-170K |
| Talkiatry | Discovery | HOT $400M+ telepsychiatry | TBD |
| NeoGov | Discovery | HOT $150K-$1.5M | $150K-$1.5M |
| BBG | Discovery | HOT Samples 19d overdue | $391K |
| Bento | Discovery | HOT Jeff left — access still pending | TBD |
| PointsNorth | Approach | HOT Proposal this week | TBD |
| Insurance Newco | Approach | HOT Demo review → March call | TBD |
| Caribou | Approach | HOT MSA in review | ~$40K |
| Tufin | Active | HOT SOW alignment TODAY 8am | Active client |
| Gauge Capital | Lead | NEW Training discussion today 4pm | TBD |
| Incline Equity | Lead | NEW Intro today noon | TBD |
| UHG | Lead | HOT 1K+ training, Anthropic ref | $500K-$1.5M |
| Oshi Health | Lead | HOT Anthropic ref | $500K-$1.5M |
| hc1/SourceIQ | Discovery | COLD 35+ days silent — archive? | — |
| Valvoline | Lead | COLD 36 days stale | — |
Multiple independent captures converging: the "operator advantage" thesis (T4) is being articulated from political economy, UX, and market structure angles simultaneously. This is the conceptual bedrock for Wick.tech positioning.
Domain experts work from trusted workflows, not blank pages. Horizontal LLMs slow them down. Vertical AI (and Blank Metal's FDE model) encodes the workflow. Direct validation of BM's positioning — reference in pitches.
The protocol layer is being fought right now. Unix primitives + MCP are winning. Squorum needs an MCP server. BM clients who aren't API-first are dead to the next wave.
Infrastructure bets are getting bigger while nobody agrees what "world model" means. NVIDIA Cosmos = picks-and-shovels play. Relevant: BM clients asking about AI roadmaps need to understand this terminology divergence.
Opportunity Cost — Breadth vs Depth Day. USV alignment doc, Omnia AI analysis, EQT intro, BM skills repo, research captures — five distinct ventures touched, none advanced past the strategy/document stage. Munger would ask: which of these has the highest expected value per hour invested, and why isn't it getting all of today? The USV alignment work is compelling but the investor conversation isn't imminent — meanwhile EQT is a live prospect with a transcript sitting unprocessed.
Second-Order Thinking — Skills Repo Bootstrap. Creating BlankMetal/skills as a standalone repo is first-order good (portable, shareable). Second-order question: does a separate skills repo create maintenance drag across two agents (Mighty + CC) that outweighs the distribution benefit? If it doesn't get used by a client within 30 days, it's inventory, not infrastructure.
Incentive Analysis — Analysis as Procrastination. Eight Omnia AI opportunities beautifully ranked is satisfying work. But the incentive structure rewards producing the document, not executing the top item. The ranking existed intuitively before the analysis — SEO content at scale was always #1. The analysis may have burned cycles that could have gone to a prototype.
— "Invert, always invert."
27 software firms now listing AI agents as competitive risk in SEC filings (up from 7 same period last year). CEOs downplay it publicly; lawyers are warning investors. The T5 thesis ("middle disappearing") is now in quarterly filings.
By Laura Bratton · Mar 15
New: Proof — free open-source doc editor for agent+human collaboration (live editing, change tracking, shows who wrote what). Dan Shipper vibe-coded it between meetings. Also: "AI Was Supposed to Free My Time. It Consumed It." — Katie Parrott on AI compulsion loops. "How Main Street Companies Are Using AI" — Sam Gerstenzang runs a funeral home AND a med spa, argues operationally complex businesses are where AI has most impact (relevant: Lite Medical).
Every · Mar 15
Jacob Warwick: "What's the chance there's a little more here?" unlocks ~20% movement alone. Job search = enterprise sales. The best interviews feel like consultations. Not immediately relevant but sharp framework.
Lenny Rachitsky · Mar 15
Directly relevant for BM client engagements — the Cowork training program works best when there's internal executive buy-in. The "skeptical CTO" pattern is common in BM healthcare clients.
Lenny Community · Mar 14