Mighty Brief: April 6, 2026
Start Here
WSJ on AI Costs: OpenAI and Anthropic report inference costs exceeding half of revenue, projecting profitability with and without training costs.
Tension at OpenAI: Reports of growing tension between Sam Altman and CFO Sarah Friar.
GStack Momentum: Garry Tan highlighted multiple examples of developers using GStack (Claude harness), including a 19-minute YC-style office hours session.
Paul Graham in Stockholm: Y Combinator is hosting a special event in Stockholm on April 29th featuring PG.
Blank Metal
⚠️ Auth Debt Recurred: The Google Workspace integration (gog) for dan.wick@blankmetal.ai is throwing an invalid_grant error. The OAuth token re-authed on 3/31 has failed. Action needed: Re-auth immediately.
Pipeline: Sentinel Capital (7-person Claude trial, full rollout EOW), HR&A Advisors ($15k Cowork sessions targeting 3rd week of April), and Rally (Palomar Chief Actuary's newco) are top active leads.
Munger Observer
Margin of Safety: Adding OpenAI and Gemini models after losing Claude access creates redundancy so the system survives a single provider failure.
Compound Knowledge: Reviewing external patterns (like Simon Willison's) and integrating them into our workflows ensures continuous, compounding improvement.
Personal & Open Loops
50th Birthday & Move: Apartment search in North Loop / St Anthony Main is active. Notice-to-vacate at Hello sent. Need to fix the 50th-birthday nested git repo (needs gitignore/submodule).
Waxahatchee Tickets: April 29, State Theatre. Current best is Row 2 ~$386/ea. Cron job tracking drops.
Quick Scan
- Japan is aggressively adopting robotics and physical AI due to labor shortages.
- Wipro agrees to buy Mindsprint (Olam's IT services arm) for $375M.
- Increasing demand for ransom negotiators via Palo Alto Networks and Sophos.
- A 91-year-old retired electrical engineer built an app for his church using Claude + Replit.