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Good morning, Shane.

Thursday · April 16, 2026

"Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom."

— VIKTOR FRANKL

Wednesday closed at $140K and 2,655 orders — steady hands on a steady climb. You put the $100M roadmap on the table in plain English; today is about walking it forward with Megan at 1:1 while Danielle spins up and the pouch PO's ship. Get on the mat, get on the call, keep building.

MORNING CONTEXT
The air outside.
Weather · Santa Cruz
55°F
Clear · High 71° / Low 48°
Sunrise 6:31a · Sunset 7:43p
Surf · Pleasure Point
2–3 ft
FAIR · Thigh to waist · Clean
4.6ft@8s WNW · 6kt N offshore · Tide 3.3ft rising to 4.4 @ 10:38a
Worth a read
Harvard Business Review

To Succeed with AI, You've Got to Nail the Basics

Instead of chasing AI adoption speed, most companies should focus on the five timeless principles of quality management — customer centricity, process focus, acting on facts, continuous improvement, and people.
Calendar · Thursday
Calendar access requires a fresh permission grant today — events not yet loaded. Known from Slack context: Megan <> Shane 1:1 is on the books today, with the $100M growth conversation continuing.
WHAT YOU MISSED
Since Wednesday.
Inbox · Top 5
Action Alex Voiles · Fortis Solutions
Re: Purchase Order from MUD/WTR (PO2217)
New $12,680 pouch PO received, same time as PO2216. Team is asking when new artwork will be available so they can begin production. Operations, Stephen, Clayton, Emma, Kaydie, and Matt all copied — artwork deadline is the bottleneck.
FYI NC Dept of Revenue
NCDOR Confirmation — CD419 Corp & Franchise
Both North Carolina corporate and franchise tax extensions filed successfully 4/15 at 22:10. Confirmation numbers 4610527713571 and 4610527713509. Tax season wraps another box checked.
FYI Rho · Treasury
Investment proceeds auto-reinvested into T-Bills
MUD\WTR treasury proceeds were automatically rolled back into Treasury Bills per your reinvestment preference. No action needed — review the transaction in Rho if you want to confirm amount or tweak the reinvestment rules.
FYI Anthropic · Claude Team
New activity on your team
One person joined your Claude.ai organization yesterday. Hillary is cc'd. Worth confirming it's an intended addition during your next admin review — onboarding the team onto Claude continues.
FYI MUD\WTR VIP
Your Hot Cacao refill ships April 19
Your personal MUD\WTR Hot Cacao subscription processes this Sunday to the Santa Cruz address. Upsell suggestions: Matcha and Turmeric at $40 (20% off). 48 hours to adjust if you want to add or swap.
Fathom · Meeting Recaps
Key Shane <> Megan · Wednesday 2:13p
1:1 Recap — Leaked internal conversations & growth direction
Tough 1:1 — Megan flagged learning about private Shane/Emma/Leah conversations through shared notes rather than directly. Follow-up discussion scheduled for today's 1:1 covering the $100M path, DTC plateau, Danielle's onboarding, and what "doing it differently" actually means.
Product Fathom · Product Launch
Fathom launched bot-free capture + ChatGPT/Claude integrations
Fathom pushed a major update: new desktop experience, no more visible bot in meetings, and native integrations with ChatGPT and Claude. Worth a 10-minute look given how central meeting recaps have become to your workflow.
Slack · Last 24 Hours
Travis Weir · #claude-travis · 7:00a
Morning Triage: Scorecards for Danielle (Megan asked Apr 10, still open) and Fresh LP Template QA with Muhammad — your two action items today. Saved-for-later list is stale and needs triage.
You · DM with Emma & Megan · 8:32a
You sent the long $100M framing — $200M post-money floor, need >20% growth, DTC plateau, Ryze/Everyday Dose eating share. Danielle is the bet to fix the foundation. Megan's questions answered, ball back in her court.
You → Dan Doan · #data · 7:55a
Flagged a data anomaly on new subs + on-demand columns in the Omni chart. Dan confirmed "something changed mar 15" and is digging in. Worth a follow-up if not resolved by EOD.
Notion · Recent To-Dos
Plan AI SessionsUpdated Apr 16 Final Brand FrameworkUpdated Apr 15 Growth ThoughtsUpdated Apr 14 Static BriefUpdated Apr 14 Review Yotpo DocUpdated Apr 12 Send static briefUpdated Apr 2
THE BUSINESS
By the numbers.
Yesterday · Apr 15
$140,165
2,655 orders
Net revenue · all channels
Month to Date · April
$2.60M
Actual net revenue
Through day 16
Year to Date · 2026
$18.03M
Annualized pace: $62.1M
Jan – Apr 16 · 106 days
→ Open Omni workbook
PERSONAL FINANCES
Your accounts.
Schwab Checking
$28,078
Investor Checking · ••3768
Chase Credit
–$7,750
Credit Card · ••3252
AMEX Platinum
–$2,857
Platinum · ••2000
Recent Transactions · Apr 14–15
Date Payee Account Amount
Apr 15 Franchise Tax Board Schwab Checking $800.00
Apr 14 Venmo (transfer) Schwab Checking $150.00
Apr 14 Venmo (transfer) Schwab Checking $40.00
Apr 14 Amazon Chase Credit Card $23.52
Total (excl. transfers >$1k, autopays) $1,013.52
Words of Jesus
"Take therefore no thought for the morrow: for the morrow shall take thought for the things of itself. Sufficient unto the day is the evil thereof."
MATTHEW 6:34