💪 Mighty Brief

Tuesday, March 24, 2026 · 4:30 AM CT

⚡Start Here

1. FCC bans all foreign-made consumer routers

Biggest Techmeme story overnight. China controls 60%+ of US home router market — this reshuffles the entire supply chain. Ubiquiti, TP-Link, every consumer networking brand affected. Reuters

2. WSJ: Zuckerberg building an AI agent to help him be CEO

Meta's CEO is building a personal AI agent for his own executive workflow. If the CEO of a $1.5T company is doing this, every executive will follow. This is the _M thesis made concrete. WSJ

3. OpenAI sweetens PE pitch amid enterprise turf war with Anthropic

OpenAI courting private equity firms with sweeter enterprise deals as Anthropic gains ground. Directly relevant to _M's PE pipeline — both platforms competing for exactly the clients _M serves. Reuters

4. 1T-parameter Kimi K2.5 running locally on MacBook Pro

Simon Willison flagged: MoE models streaming expert weights from SSD. Kimi 2.5 is 1T params but only 32B active, fits 96GB Mac. The "run it locally" wave keeps getting more ambitious. @simonw

5. Anthropic's Claude Code Activation Program — _M accepted

Anthropic funds $35k/customer. _M contracts directly, keeps expansion revenue. Zach Naylor starting this week to lead delivery with Dan. Start with 1 customer, scale to parallel. ACTION

🏗️Blank Metal

PIPELINE 30 active leads from Anthropic partnership. Yesterday's deal flow check-in shows strong momentum.

DAN'S PLATE TODAY

Unread _M email: Sheree Wong (Tufin) — "Claude Enablement Inquiry" — reply before today's 3pm session.

Notion trending: PE Stakeholder Map getting team attention.

SIGNAL Anthropic Activation Program — accepted Friday. $35k/customer funded by Anthropic, 2-5 customers to start. Zach Naylor starts this week. FigJam board created. This could be the pipeline accelerant — Anthropic-funded proof-of-value for new _M customers.

🔗Capture Themes (last 48h)

Agents Replace Apps

Karpathy ("apps should die, agents are the customer"), Gemini task automation hands-on (The Verge), Poke (personal superintelligence via SMS), Resend ("every agent needs its own email address"), Zuckerberg building CEO agent

→ Dan's work: This is the Squorum thesis. SMS-native agents replacing app installs. The Poke capture is a direct comp.

AI Coding Hits Escape Velocity

WSJ "Trillion Dollar Race" (Claude Code, Cursor, Codex), @danshipper "pirate + architect" team structure, Behind the Craft (Claude Code + Figma MCP), @mg (Codex pairing skill for OpenClaw), Garry Tan shipping 2400-line PR via Conductor

→ Dan's work: The AI coding tools wave validates _M's training & enablement model. Garry's "even giant production codebases" signal means enterprise demand only grows.

Enterprise AI Turf War

OpenAI sweetening PE deals (Reuters), Anthropic Activation Program ($35k/customer), Gen Z on economy/AI/work (NYT), Kaz Nejatian "professional managers are excellent at managing a decline"

→ Dan's work: OpenAI and Anthropic both throwing money at enterprise adoption. _M is positioned between them. Anthropic funding _M delivery is an asymmetric advantage — use it before OpenAI copies the model.

Founder-Operators > Professional Managers

Kaz Nejatian (Opendoor CEO) on Long Strange Trip, @danshipper pirate/architect model, Tobi Lutke RT "you can get so far ahead by not being full of shit"

→ Dan's work: Core Wick thesis. The operator advantage in the AI transition. Teams > families. Builders with receipts > commentators with predictions.

🧠Munger Observer

Opportunity Cost Alert: Today has 9 back-to-back meetings (8:30am–5pm). That's zero maker time. Every hour in a meeting is an hour not building. If _M is the growth lever, confirm each meeting is irreplaceable or delegate the prep-only ones.

Inversion on Overdue Todos: "Vibma" and "multi-model research SOTA" have been sitting since March 1st. Invert: if they were truly high-value, they'd be done by now. Either reprioritize hard or kill them — open loops are cognitive debt.

"Invert, always invert." — Carl Jacobi (Munger's favorite)

💭Thought

Zuckerberg building himself a CEO agent while Anthropic pays _M to teach companies how to build their own. That's the supply-demand loop: the biggest company in the world just validated the use case, and _M is getting paid to deliver the solution. The "professional managers are excellent at managing a decline" capture from Kaz Nejatian is the flip side — the execs who don't build agents will be managed by people who do. Today's 9 meetings are the cost of operating in the transition. The Munger Observer is right to flag it. But the Sentinel call, the Tufin sessions, the Anthropic program — those aren't meetings, they're pipeline.

📡Quick Scan

🏙️Twin Cities

💪 Mighty Brief · Generated 4:30 AM CT · Archive