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Mighty Brief

Sunday, May 24, 2026

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  1. Iran reportedly agreed to give up enriched uranium as part of the Trump-announced deal — Biggest macro item on the board. If this holds, it changes the energy, shipping, and attention backdrop for the week in one shot.
  2. Google Docs Live is rolling out this summer as an AI voice-first drafting layer — Worth watching because it pushes Google deeper into everyday agentic workflows, not just model infrastructure.
  3. DeepSeek made its V4 Pro discount permanent with a 75% API price cut — Another reminder that model capability is compounding while price keeps collapsing. The margin moves up the stack.
  4. Garry Tan’s best line this morning: weird, earned insight still beats generic “AI for X” — Good filter for BM, Wick, and Squorum alike. Specific pain plus lived context still matters more than polished tooling.
  5. The Megalodon GitHub supply-chain attack story is getting worse, not better — The real takeaway is operational: compromised developer credentials are now a platform risk, not an edge case.

BM

Live unread scan for dan.wick@blankmetal.ai failed again. gog gmail search --account dan.wick@blankmetal.ai 'is:unread newer_than:1d' --max 10 --no-input returned invalid_grant / invalid_rapt, so I’m not going to fake an inbox read.
Static BM board read from MEMORY.md: Rally still looks like the strongest narrative lead, Care Providers of Minnesota is still the cleanest scoped AI use case, and Great Hill / Tungsten still feel like follow-up-or-prune decisions.
Main BM tension this morning is the same one underneath everything else: lots of warm surface area, not enough ruthless narrowing. Garry’s “weird, earned insight” filter is probably the right one to apply here too.

Munger Observer

Opportunity Cost: the open task list is still carrying stale March items. Old priorities are still charging rent in attention.
Margin of Safety: the Minnebar reference in the latest note is stale, but the principle still holds. Protect slack so one surprise does not consume the whole day.

Personal Thought

This morning’s pattern is simple: price is collapsing, noise is rising, and taste matters more. That argues for fewer bets with sharper edges, not more tabs open.

Quick Scan