Mighty Brief — Saturday, March 28, 2026

🎯 Start Here

Anthropic's next model "Claude Mythos" leaked — Fortune calls it a "step change" in capabilities anthropicmodels

Capybara-tier model with unprecedented cyber risk profile. Leaked docs, not planned announcement. Anthropic confirmed testing. Watch for what this means to _M client rollouts — Opus 4.6 may get a successor faster than expected.

Anthropic Discusses Going Public as Soon as Q4 2026 anthropicbusiness

The Information exclusive. IPO discussions accelerating. Combined with Mythos leak — Anthropic is on a tear. Relevant to _M's positioning as Claude-first consultancy.

Tencent Bets on OpenClaw to Make Up Lost Ground in China's AI Battle openclawchina

8 OpenClaw-based products launched by Tencent this month, including WeChat integration. OpenClaw as global agent platform is real.

OpenAI upgrades Codex with Plugins to compete with Claude Code openaidev-tools

Codex getting hooks, plugins, use cases gallery. Twitter buzz: some devs saying Codex one-shotting bugs Claude Code struggled with. Greg Brockman: "Codex use cases are like Skills, but for humans." The coding agent war is heating up.

Ben Thompson: R.I.P. Sora + Arm's Big Shift (This Week in Stratechery) stratechery

Sora officially dead — Sam took the GPUs. Plus: Arm now making its own AI datacenter chips (not just licensing IP). Rene Haas interview. The modular→integrated cycle playing out in real time.

🏗️ Blank Metal

📊 Pipeline

HR&A AdvisorsHOT Proposal due Mon 3/30 · 140 seats · 2x Cowork @ $15K

Tungsten AutomationAwaiting Celia Moore confirmation · late next week

Sentinel Capital7-person trial → full rollout EOW · portfolio pathway

Great Hill PartnersCowork decision pending · chat training alt

Orbis94% ChatGPT → targeting Claude for dev+analysts

Rally (Insurance Newco)Chief Actuary left Palomar 3/24 · warm self-ID'd

Imprint EngineLast touched 3/24

Care Providers of MNPDF extraction scoping · Jon Lips

👥 Yesterday's Meetings

HR&A x Blank Metal — Claude rollout call. 160-person firm, CEO mandate. 140 enterprise seats provisioned same-day. MS SSO + SharePoint day-one. Proposal for 2x virtual Cowork (~60 ppl each) due Monday.
Service Offering: SDLC — Brandon impressed with skills/plugins playbook for Search client. Robust + beautiful.
Derrick Hanson powow — Iowa connection (Clear Lake). Relationship-building.
Cowork training prep — Session prep work.

⚡ Dan's Plate

DUE MON HR&A proposal — 2x Cowork sessions, $15K each, targeting 3rd week of April. Integrations: MS SSO, SharePoint, Slack, Airtable, Salesforce.
No unread _M emails requiring action (only Notion marketing).

🔗 Capture Themes (last 48h)

Agent OS is Consolidating — Linear /next (issue tracking → context-to-execution), dev-browser (agent controls real Chrome), Intercom Apex (vertical model beats frontier), Codex plugins, Tencent/OpenClaw. → The "System of Intelligence" thesis is materializing across every layer of the stack. _M clients will feel this shift within quarters.
Enterprise AI Reality Check — @karrisaarinen (solo builder ≠ enterprise), @courtne (AI sales order-takers exposed when markets turn), @RetentionAdam (delusional Series A valuations). → The gap between vibe-coding Twitter and enterprise-at-scale is widening. _M sits on the enterprise side. Lean into it.
Model Race Accelerating — Claude Mythos leaked (step change), Anthropic IPO discussions, Sora killed (GPUs reallocated). → The capability ceiling is rising faster than adoption. _M's value prop (bridging capability to adoption) gets more relevant, not less.
Hard-Tech Operator Playbook — a16z podcast: SpaceX/Tesla operating principles (flat orgs, decision velocity, critical path management, SWAT teams). Gravity 8.5 capture. → Direct mental model feed for how Dan thinks about building.

🧠 Munger Observer — March 26

Opportunity Cost / Sunk Cost: Vibma and multi-model research SOTA tasks — 25 days overdue. Invert: if they haven't been done in 25 days, ask whether they should be done at all. Overdue todos that stay overdue are decisions pretending to be deferrals.
Second-Order: Meeting Compression. Yesterday stacked 5 meetings before noon. First-order = get them done. Second-order = every meeting is a commitment factory. Who's capturing what was promised before the next sprint of meetings lands?

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

📰 Newsletter Scan

Bessemer: AI Products That Win — Case Studies (Recall.ai, Ada)

In-depth conversations with SaaS/AI CEOs on building and commercializing AI products. Pricing strategies, GTM execution, trade-offs.

Midjourney: Profitable, Chasing Hardware, But Can It Survive Google?

David Holz on v8 delays, profitability, and the existential Google threat. 19.4M Discord followers.

Every: Build Your Own Bloomberg Terminal With AI

Step-by-step from ChatGPT earnings previews to custom investment dashboard. Plus: Every launching "Plus One" — one-click OpenClaw agents.

Microsoft Freezes Hiring in Major Cloud and Sales Groups

Signal on enterprise cloud spend tightening. Relevant to _M client conversations about AI budget allocation.

Pragmatic Engineer: Is the FDE role becoming less desirable?

Directly relevant to _M's FDE model. Worth reading.

🐦 X Signal

Andreessen thread: Lump of Labor Fallacy and AGI

6-part essay arguing AGI unemployment panic is economically illiterate. Ricardo's comparative advantage, Baumol effect, historical record 0/10 for catastrophists. Dense, worth skimming. Thread →

Codex vs Claude Code war heating up

Multiple devs reporting Codex one-shotting bugs CC couldn't fix. Codex hooks launched. Garry Tan: "remarkable times." Someone reimplemented Claude CLI with Codex for $1,100 — 73% faster, 80% lower memory. Garry →

Jason Lemkin: "The old craft arts of creating code are mostly gone"

"We still need human engineers, sales reps, marketers. But we need different people." →

François Chollet: AGI by 2030

ARC benchmark creator lays out his exact timeline. "Ride the wave." via Garry →

Sacks on Anthropic

"Anthropic may pose as on the side of the angels, but they've hired a number of very suspicious people..." →

🏙️ Twin Cities

🔥 Critical fire weather today — Warmth + dry air + strong winds. Paul Douglas warning. Be aware.
Apple Valley rejects Oppidan's 860K sqft data center campus — zoning/utility concerns.
Iran war disruptions in Strait of Hormuz driving plastics prices higher worldwide.
First Avenue: Mind Enterprises (tonight, Amsterdam Bar) just released extra tix to sold-out show.

📅 Today

8:30 – 10:00 AM · Breakfast with Ben, Tom, Chris — Hilltop Grill, 5101 Arcadia Ave
7:00 – 9:00 PM · Move with LC & Mary — Edina Theatre, 3911 W 50th St

🧩 Trending Skills

microsoft/azure-skills — +22 new skills (91.8K total). Azure going all-in on the skills ecosystem.
firebase/agent-skills — +3 (2.6K total). Google's agent layer growing.
larksuite/cli — +18 (10.6K total). Lark/ByteDance agent integration surge.
googleworkspace/cli — +3 (1.1K total). Workspace automation skills.

💭 Connecting Dots

The Pragmatic Engineer asking "Is the FDE role becoming less desirable?" while _M is scaling its FDE model is a tension worth sitting with. The Codex-vs-Claude-Code war, Linear killing issue tracking, Intercom training vertical models — all of these are the same thing: the tool layer is eating the service layer. _M's moat isn't "we know Claude" — it's that you understand the org change required to actually use it. That's the part the tools can't eat. Yet.

The Munger Observer's point about 25-day-overdue tasks applies here too. If Squorum and wick-os haven't shipped in weeks, are they real priorities or comfortable deferrals? Saturday morning breakfast with Ben, Tom, Chris — good time to think about which bets deserve the next sprint of energy.

💪 Mighty Brief