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Mighty Brief

Sunday, May 31, 2026

Start Here

  1. Karri Saarinen on leverage over grind Best signal this morning. His point is simple: quality comes from clear thinking, space, and reserves, not permanent heroics. That lands directly on both BM delivery and your own builder trap.
  2. GitHub Copilot pricing flips to usage-based on June 1 Worth watching because it reframes the coding-assistant market around metered agent economics. Flat-rate nostalgia is ending.
  3. Nvidia + Microsoft appear ready to unveil Windows PCs with Nvidia SoCs If this lands, the AI PC story gets more serious. It is not just chips anymore; it is an on-device agent distribution battle.
  4. Auto-research + numeric rubrics = faster app improvement The Ryan Carson thread Marc boosted is a useful operating lens: once labor gets cheap, the bottleneck moves to having a clear scorecard.
  5. SoftBank’s France compute bet is another reminder that infra scale keeps accelerating Up to €75B for AI clusters in France is the macro backdrop. Whatever the hype discount, the capex race is getting continental.

BM

Fresh 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 on Sunday, May 31, 2026, so the BM inbox is not trustworthy this morning.
The stronger grounded signal is still memory, not inbox: BM has too many open fronts at once — Rally, HR&A, Tungsten, Great Hill, Sentinel, Orbis, Care Providers of Minnesota, and Edmunds Govtech. This feels like a follow-through and narrowing day.
Karri’s thread is the best BM management note too: keep reserve. A consulting team that lives in permanent heroics eventually burns margin, judgment, or both.

Munger Observer

Opportunity Cost: the open loop list is still carrying old March-era items. That is attention debt masquerading as backlog.
Margin of Safety: munger-latest.md is stale — last updated May 1, 2026 — but the advice still holds: protect slack around known commitments so one surprise does not consume the day.

Personal Thought

Personal thought: this morning feels less like a hunt for new ideas and more like a sequencing test. The win is probably closing one meaningful loop before opening three more.

Quick Scan