Rosa Del Mar

Issue 37 2026-02-06

Rosa Del Mar

Daily Brief

Issue 37 2026-02-06

Archive

2026-02-06

Issue 37

11 stories

  • As growth-rate dispersion widens (e.g., 20% versus 500% growth), the likelihood of re-ignition for slower growers is asserted to decline and competitive pressure becomes more decisive.
  • There is disagreement over whether agentic CRMs must own the full stack versus being built and sold on top of Salesforce.

2026-02-04

Issue 35

3 stories

  • sqlite-scanner detects SQLite databases by matching the first 16 bytes of a file against the SQLite magic header "SQLite format 3\x00".
  • go-to-wheel is a tool created to automate building Python wheels from Go projects.

2026-02-03

Issue 34

7 stories

  • Anduril now attracts many applicants without the early-stage “true believer” recruiting filter it had when it was seen as a risky or uncool bet.
  • Achieving 24/7 global liquidity and settlement across banks will require stablecoins.

2026-02-02

Issue 33

7 stories

  • Zeev disputes the claim that AI will broadly kill incumbents, arguing incumbents often have superior data and can benefit if they adapt quickly.
  • Zeev states that if an investment thesis looks weird or wrong at entry, it often implies fewer competitors and a multi-year moat-building window, conditional on the thesis being correct.

2026-02-01

Issue 32

1 story

  • The author identifies operational areas to address as: setup questions, administrative commands, setting up a Telegram bot, accessing the web UI, and running commands as root.
  • A recommended approach for running OpenClaw is to use OpenClaw’s provided Docker Compose configuration.

2026-01-31

Issue 31

4 stories

  • Finn is positioned as an AI customer service agent that can automatically resolve up to 93% of customer queries.
  • Base44’s marketing team is over 50 people and covers product marketing, community, PR, and education, with a focus on university adoption globally.

2026-01-30

Issue 30

6 stories

  • Current LLM safety behavior is described as improving but still far from guaranteeing safe operation for autonomous digital assistants connected to real accounts and systems.
  • OpenClaw’s plugin model distributes extensions as “skills” packaged as zip files containing Markdown instructions and optionally scripts.

2026-01-29

Issue 29

5 stories

  • Anthropic’s gross margin is said to have improved from roughly -94% last year to about +40% this year.
  • Brex’s sale price is argued to be a negative valuation comp for Ramp because applying a similar ~7x revenue multiple to Ramp’s ~$1B run-rate implies a far lower value than Ramp’s $32B private valuation.

2026-01-28

Issue 28

4 stories

  • A team demonstrating the dark-factory-like pattern is described as being in stealth and may reveal more details publicly later.
  • A "dark software factory" is a mode where a black-box process turns specifications into software rather than following a traditional software development process.

2026-01-27

Issue 27

5 stories

  • The one-agent-one-browser project was built by driving a single Codex CLI agent for three days and produced about 20,000 lines of Rust implementing HTML and CSS rendering.
  • A PNG image failed to render on the tested page despite the project containing PNG rendering code, suggesting a PNG bug in that run.

2026-01-26

Issue 26

6 stories

  • Observed container.download requests use a 'ChatGPT-User/1.0' user-agent and originate from an Azure IP in central US (Des Moines, Iowa).
  • ChatGPT containers can run Bash commands directly rather than being limited to Python-only execution.

2026-01-25

Issue 25

2 stories

  • In Co-do, the user selects a folder and configures an LLM provider and API key; the app then uses CSP-approved calls to interact with the provider and exposes tool-mediated access to the selected files through chat.
  • A browser-based demo called Co-do was built to test whether an in-browser sandbox can enable agent-like coding workflows on local files.

2026-01-24

Issue 24

3 stories

  • A cited study is claimed to estimate that shadow work costs companies more than $1.7T per year due to hours wasted on manual tasks.
  • Adding a highly personalized postscript referencing a recipient’s specific preferences materially increases outbound response rates (claimed ~3x).

2026-01-23

Issue 23

7 stories

  • AI tools can compress large amounts of research and analysis work that previously required multi-person teams into a single analyst’s 24-hour output.
  • Salesforce’s economic value may fall even if it remains a system of record because AI reduces the value of many features that justify current pricing.

2026-01-22

Issue 22

6 stories

  • Rory O'Driscoll claims public-market multiple compression is primarily a re-sorting by growth rate rather than a uniform de-rating of tech, and therefore does not inherently break the venture model.
  • Harry Stebbings states traditional early-stage venture firms are increasingly investing across multiple rounds and stages rather than remaining stage-disciplined.

2026-01-21

Issue 21

2 stories

  • The Greenland episode is better interpreted as a coercive negotiating tactic to push Europe toward higher military spending and war footing rather than a literal invasion plan.
  • In a fiat monetary system the Federal Reserve has substantially more power than in the 1940s when gold constraints limited its actions.

2026-01-20

Issue 20

4 stories

  • Novakovski argues crypto-native participants underestimate how far TradFi institutions are in understanding blockchain's value and pursuing integration, implying TradFi and crypto capital markets will merge.
  • Novakovski claims Lighter processes about 500 million orders per day with operating costs under $50,000 and offers free trading for retail while monetizing market makers and HFT firms.

2026-01-19

Issue 19

3 stories

  • Winston Weinberg warns that constantly monitoring and zeroing Slack scales poorly because it prevents focus on the highest-priority company outcomes.
  • Winston Weinberg intends to increase overall engagement toward roughly 75% DAU-to-MAU by unifying features into a platform experience.

2026-01-17

Issue 17

1 story

  • Brex reports that foundation models’ general world-knowledge about Brex can be outdated or incorrect, and Brex is building and curating a documentation corpus to ground multiple LLM applications.
  • Brex’s operational AI approach relies on decomposing work into granular, auditable SOPs that map cleanly to LLM prompting, often solvable with simple tool-using agents or single-turn completions.

2026-01-16

Issue 16

6 stories

  • Productivity and collaboration tools that are primarily task or document UIs are likely to be significantly disrupted if agents can replace human-facing UIs.
  • A proposed integration mechanism is to treat non-persistent, non-deterministic AI computation as a layer that hands off to persistent, reliable system layers via structured transfer points (by analogy to a memory hierarchy).

2026-01-15

Issue 15

2 stories

  • Andreessen Horowitz raised $15B, accounting for over 20% of the total venture funds raised by firms in 2025.
  • Early reviews of Anthropic’s new knowledge-work workspace product are described as impressive but somewhat 'janky,' implying execution risk despite strong concept.

2026-01-12

Issue 12

4 stories

  • Alex Rampell claims founders often need motivation stronger than wealth (e.g., revenge or redemption) to resist early acquisition offers and keep building.
  • Alex Rampell claims a 'walled garden' defensibility model exists where proprietary datasets enable domain-specific output that general AI cannot provide without that data.

2026-01-11

Issue 11

1 story

  • Luke claims short, crisp video is currently the most effective medium for communicating product launches due to user preference and algorithmic boosting on platforms.
  • SPEAKER_00 disputes the heuristic “no such thing as bad press,” claiming bad press can harm enterprise sales because trust and risk perception can kill deals.

2026-01-09

Issue 9

6 stories

  • Peets argues removing persistent low performers does not create a culture of fear but protects top performers, who may leave if surrounded by unaccountable low performers.
  • Chad Peets says some AI companies are closing unusually large enterprise transactions ($5M–$20M) at earlier company stages than historical norms.

2026-01-08

Issue 8

3 stories

  • Competitive pressure against NVIDIA is expected to intensify as rivals and hyperscalers pursue alternative chips and partnerships.
  • The decision to sell Manus was characterized as rationally taking a local maximum given existential risks, a limited acquirer set, and likely low gross margins from orchestrating multiple LLMs at low price.

2026-01-07

Issue 7

3 stories

  • Non-cancellable/non-returnable (NCNR) terms are described as ramping in memory.
  • Automotive and analog are described as being stuck in a prolonged recovery with uncertain timing for a sustained upturn.

2026-01-06

Issue 6

2 stories

  • LMArena raised $100M and characterizes the capital primarily as optionality for multiple bets rather than funds that must be fully spent.
  • LMArena claims its released-model leaderboard scores are computed by converting millions of real-user votes into a transparent performance number, and that this is statistically sound.

2026-01-05

Issue 5

2 stories

  • Fuse’s culture is described as requiring unusually strong work ethic, zero excuses, leaders taking full blame for failures, and full credit for successes.
  • Alan Chang believes the UK’s near-term trajectory is negative because he believes current government is not delivering the deep deregulation needed for growth, while being bullish long term due to higher-education-driven talent.

2026-01-02

Issue 2

3 stories

  • The work is described as challenging the conventional wisdom that reinforcement learning is not scalable by demonstrating continued gains at extreme depth.
  • The reported gains depend on using a different self-supervised objective and are not presented as simply dropping larger networks into standard RL algorithms like PPO or SAC.

2026-01-01

Issue 1

1 story

  • Space-based Bitcoin mining is plausible because access to very cheap energy in orbit and manageable latency could allow meaningful block production competition.
  • The U.S. is betting its national strategy on AI and data supremacy, and Bitcoin is positioned to fit into that agenda.

2025-07-07

Issue 1

1 story

  • Weka’s augmented-memory approach claims to extend DRAM-class memory to GPUs via the compute network, creating a larger network-accessible DRAM pool than local motherboard DRAM.
  • Repeated prefill to rebuild KV cache is a major source of inference waste and slowness, and an ideal is a single prefill followed by indefinite decode.