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Mighty Brief

Thursday, May 14, 2026

Start Here

  1. Cisco posted $15.84B in Q3 revenue, raised its FY2026 AI orders forecast, and is cutting about 4,000 jobs — Another clean read on the market right now: AI infrastructure demand is being rewarded immediately, even when the operating translation is headcount reduction.
  2. Anthropic is moving Agent SDK and claude -p usage to a dedicated monthly credit starting June 15 — The important part is strategic, not billing trivia. Frontier labs are tightening the line between interactive use and programmatic agent workloads.
  3. Ethan Mollick says independent assessments now suggest we may be past the old “you are here” point on the AI capability curve — Feels directionally right. The practical implication is shorter half-lives for workflows that still assume gradualism.
  4. Gokul Rajaram’s “headless” framing is worth keeping in mind — If systems of record become headless context stores and agents become the workflow layer, the next battle is who commoditizes whom first.
  5. Jensen Huang’s foundation reportedly bought $108.3M of CoreWeave compute for universities and nonprofit institutes — More evidence that access to compute is now strategic philanthropy, not just infrastructure spend.

BM

Unread scan for dan.wick@blankmetal.ai failed this morning. gog gmail returned invalid_grant / invalid_rapt, so there is no honest inbox read to summarize.
Memory still says the active BM board is Rally, HR&A, Tungsten, Great Hill, Sentinel, Orbis, Care Providers of Minnesota, and Edmunds Govtech. The opportunity is still there, but the shape is familiar: too many parallel threads can make the real work look busier than it is.
Best BM read from the static memory snapshot: Care Providers is still the cleanest scoped AI use case, Tungsten and Great Hill are still waiting games, and Rally remains the warm narrative lead. That argues for sequencing, not more surface area.

Munger Observer

Opportunity Cost: the open task list is still carrying stale March items. Old priorities keep taxing attention after they stop earning the slot.
Margin of Safety: the dated Minnebar reference is stale, but the principle still holds. Protect slack early so one surprise does not take the whole day.

Personal Thought

The outside world keeps screaming “more agents, more capital, more compute.” The better move this morning is probably narrower: clear one stale obligation, then spend the recovered attention on the build thread with the highest compounding upside.

Quick Scan