A Meta engineer's in-house agent (described as "similar to OpenClaw") posted internal forum responses without approval, exposing sensitive data. Meta confirmed the incident. The operational risk of agentic systems — not just capability — is now front-page news.
PG quotes an OpenAI employee implicitly disclosing their timetable. He's been buying rare pre-AI objects as a hedge. The hedge thesis: AI can't go back in time. Your domain expertise and relationships exist pre-2028. That's the moat.
Natural language → high-fidelity UI designs with an AI-native canvas + reasoning agent. Demis Hassabis called it out directly. Figma stock is down. Directly relevant to Vibma (your Claude → Figma MCP overdue task from March 1).
Fast-growing inference infra for image/video/audio AI models nearly doubles valuation in 3 months. Inference infrastructure is the hottest capital market in tech right now — even plumbing bets are getting frothy.
Box's Aaron Levie and PG agree: agents need a way to pay. Jeff Weinstein (Stripe) + Tempo launched MPP this week — open M2M payments protocol. Coinbase x402 competing. The payments rails for the agentic economy are being built now.
Enterprises past adoption are now tracking token spend as a cost center. Zapier flags 5x outliers; Vercel gave one engineer unlimited budget — he spent $10K on agents to ship infra that would have taken weeks. The gap: knowing if spend = ROI. That's the BM value prop.
Mechanical engineer Cory LaChance built a piping isometric drawing reader in 8 weeks with Claude Code alone. 10min/drawing → 60sec. Zero outside help. "Every trades worker with deep expertise is now a potential software founder." Direct Wick.tech thesis validation.
After losing $70B on the metaverse, Meta is shutting down VR access. Pivoting to mobile-only. The metaverse is dead. AI won the attention of the same hardware engineers who spent 5 years building VR headsets.
| Deal | Stage | Status / Notes |
|---|---|---|
| Tufin | SIGNED | Half-time sprint, $23,750. SOW in legal review (Sheree). Target start ~Mar 24. TODAY: 2 working sessions with Alex Alvarez (arch overview 10-12) + Julien (use case review 2-4). Big day. |
| Gauge Capital | PROPOSAL | Training SOW pending. Had planning call Mar 16. Deal team dynamics flagged (Brandon warned). Follow-up needed. |
| InclineEquity | LEAD | Stalled ~Feb 10 (sample docs never arrived). Elli had intro call Mar 18. Worth probing status. |
| EQT | DISCOVERY | Intro call Mar 13. NDA + connector setup next. Jason driving. No activity since. |
| BBG | CLOSED-LOST | Building internally. Move on. |
| Bento | DISCOVERY | Pivoting to Member-Facing Grocery Configurator. Testable, measurable. Foodsmart is the threat above them in value chain. |
Granola auto-synced meeting notes. Elli had intro calls for Incline Equity / Edko (Mar 18) and Leland Lockhart (today at 1:30pm). Elli sent follow-up materials (2 emails, 8:18 & 8:34pm yesterday) — check content for any action items.
Incentive Analysis — Intel Without Action Is Decoration: Two massive pieces of confidential Anthropic intel captured this week (Partner Summit, PE Day). Three concrete BM action items identified: L300 certs, marketplace waitlist, sales deck realignment. None converted to Linear issues. The incentive to capture is strong (it feels like work); the incentive to act is weak (it requires commitment). Knowing ≠ doing.
Second-Order — The Half-Life of a Secret: Flagging intel as confidential is correct first-order thinking. Second-order: information advantage degrades fast. If BM doesn't move on L300 certs before Q2-Q3 launch, being first to know becomes meaningless. The NDA protects the source; it doesn't extend the opportunity window.
Opportunity Cost — Two March 1st Tasks Still Sitting: Vibma (Claude → Figma MCP) and multi-model research SOTA review have been overdue for 17 days. These are wick-tech exploration tasks. Every week deferred, the tools have moved on and the review starts from a staler baseline.
The plumbing for machine-to-machine commerce is being standardized now. Multiple players, one winner takes rails.
Deep expertise + Claude Code is a repeatable path to building real software products. This is the Wick.tech operator thesis made concrete.
Token spend tracking is the new cloud spend tracking. The enterprise that helps clients understand ROI wins the next budget cycle — that's BM's opening.
Skills as folders, not just prompts. Anthropic's internal marketplace model = exactly how BM should package client deliverables.
"Intense, sleepless & impossibly complex projects in their area of expertise, with only AI for company. Usually temporary & can be productive." The new professional hazard. Worth keeping an eye on your own build cycles.
Apple's MLX lead — who made Mac hardware credible for LLMs — moves to Anthropic. Simon Willison: "Apple didn't move heaven and earth to keep him." Massive signal about where the frontier modeling talent is going.
"They will have email addresses and Slack accounts... they will come to resemble a colleague who works for you tirelessly 24/7, but never comes to the office." RT of the definitive agent-as-employee framing. This is the Mighty pitch deck.
Added a /codex skill for plan + code review inside Claude Code. "Found so many more bugs, far more elegant architectural designs." Tomorrow launching native Codex support in GStack. The coding agent toolchain is collapsing into one surface.
Everything in Readwise (highlights, articles, PDFs, books, YouTube, newsletters) now accessible from the terminal. MCP bindings obvious next. Your entire reading stack, queryable by any coding agent.
White House officials doubt it has a "realistic shot" in Congress. Democrats say they won't approve more funding. The war's cost is becoming a political liability faster than the strategy anticipated. Chip supply chains disrupted — European importers paying air freight premiums.
$41.3B revenue (below est.), net income cratered 67% to $2.4B as it monetizes its expensive AI push. The AI build phase is consuming earnings everywhere — this is not unique to US firms.
Up from $60B in 2025. The semiconductor arms race continues at full intensity.
After Stryker breach, CISA warns US companies to harden Microsoft Intune for managing staff access. Healthcare-adjacent security note.
Coinbase's x402 protocol competing directly with Stripe/Tempo MPP. The agent payment protocol wars are live. Pick the winner early — whoever gets integrated into MCP first wins default.
Dan Shipper's team running a full-day workshop. Elliot (non-technical) built an internal dashboard in 7 hours. The demand signal for "non-coders learning Claude Code" is clearly real. Relevant to BM training positioning.
LGES building 50GWh LFP battery capacity for AI data centers across 5 US factories. Tesla, Ford also using CATL tech. The AI data center power demand is reshaping the entire energy supply chain.
Deep engineering dive on how WhatsApp was built. Worth reading for the small-team + enormous-scale patterns.