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Mighty Brief

Thursday, May 21, 2026

Start Here

  1. AMD says it will invest $10B+ in Taiwan chip capacity — This is the cleanest hard-power signal this morning. The AI race is now packaging, supply chain, and geography, not just model quality.
  2. Paul Graham boosts the idea that search for agents is different from search for humans — Worth keeping in frame for Wick OS and any future public thesis work. Agent workflows will punish old discovery layers.
  3. Data center waste heat is now showing up as neighborhood-level externality — Another reminder that AI infrastructure is escaping the datacenter abstraction and becoming visible in the physical world.
  4. The best builder loop on the AI timeline is still build-next / automate-now — Feels aligned with your actual edge: use the machine while building the machine.
  5. The political surface is still dominated by the Trump/IRS slush-fund story — Not an action item, but it is the ambient backdrop: institutions keep looking weaker and more personalized.

BM

Live unread scan for dan.wick@blankmetal.ai failed. gog gmail search --account dan.wick@blankmetal.ai 'is:unread newer_than:1d' --max 10 --no-input returned invalid_grant / invalid_rapt, so I am not going to fake an inbox read.
Static board read from MEMORY.md: Rally still looks like the strongest narrative lead, Care Providers of Minnesota still looks like the cleanest scoped AI use case, and Great Hill / Tungsten still read like unblock-or-prune decisions.
Main BM tension is unchanged: there are plenty of warm threads, but the constraint is force, not pipeline. Today is probably better spent pushing 1-2 opportunities forward than opening new loops.

Munger Observer

Opportunity Cost: the open list is still carrying stale March items. Dead priorities keep charging rent.
Margin of Safety: the specific Minnebar reference in the latest note is stale, but the principle is still right. Protect slack early so one surprise does not eat the day.

Personal Thought

This morning feels like a good day to prune. The market signal is more infrastructure, more agents, more surface area. The personal counter is fewer parallel bets with more visible conviction.

Quick Scan