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Daily Brief

Good morning, Shane.

Wednesday, April 22, 2026
"The impediment to action advances action. What stands in the way becomes the way." — Marcus Aurelius
Tuesday did $137K on 2,563 orders — MUD\WTR compounding quietly through Q2. You closed on a new creative strategist from Scroll Stop with Danielle, and Aidan's competitive-intel drop on RYZE / EDD / Javvy / Grüns gave the team sharper ad angles than any agency deck could. The waves are soft at Pleasure Point this morning. Head down, work the rep.

The day ahead

Weather · Santa Cruz

51.8°F · Clear

High 59° / Low 50° · Sunrise 6:23am · Sunset 7:48pm
Surf · Pleasure Point

2–3 ft · Fair

WNW 10s swell · SSW 3kt onshore · Low tide 9:30am · High 4:59pm
Must Read · HBR

The Hidden Demand for AI Inside Your Company

Don't treat unauthorized consumer-AI use as a compliance problem — read it as demand. BBVA deployed a secure AI environment and built a peer-driven expert network: 11,000 active users, 4,800 custom internal tools, 2–5 hours saved per employee per week. The lens for thinking about Cowork + Claude Code rollout at MUD.

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Since yesterday

Danielle / Shane · Yesterday 10:28am
New strategic hire from Scroll Stop

Discussed a new strategic partner who previously ran Scroll Stop — creative strategy, content scaling, growth experience. Aligned on fit for the creative engine MUD\WTR is building.

Lee Povey · Yesterday 4:12pm
Personal health challenges & burnout

Honest conversation — gym logistics and fitness routines, then a pivot to recent health struggles: fatigue and depression after a stretch of heavy load. Open, grounding check-in with a trusted coach.

Lee Povey · Today 6:48am
Cycling physics & personal updates

Informal chat on bike mechanics — a common misconception is that longer cranks increase torque; they actually lower effective leverage. Personal updates exchanged.

Travis Weir → Noah Haynes · #mud-email · Today 7:02am
Disabling the Alia email capture popup on all PDP pages

Travis flagged that the Alia popup was firing on PDPs — Noah is adding all /products/* pages to exclusions since most Meta traffic hits a lander first, not a PDP. Tracking impact over the next 2 weeks.

Aidan Orozco · #marketing · Apr 17
Competitive-intel baseline: RYZE / EDD / Javvy / Grüns

Aidan's bot baselined 4 competitors — flagged that MUD's whitespace is the creative/ritual/nervous-system angle. No one is selling the morning pause; everyone is renting cortisol belly and GLP-1. Anti-burnout + creativity = the wedge.

Emma Nelson · #2024leadership · Apr 16
Aidan-as-face organic social pilot

Emma backed Aidan being the face of an organic social journey — "I'm Aidan, 21, and this is my first real job: make MUD\WTR go viral." Olipop-style founder/POV play. Jeff flagged the competitive-insight exposure risk.

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MUD\WTR

Yesterday · Tue 4/21
$137,029
2,563 orders · AOV $53.46
April MTD
$3.72M
22 days in · Mar closed at $5.67M
YTD · Annualized
$19.16M
Pace: $62.4M annualized
Open in Omni →

Balances & spend

Schwab Checking
$31,104
Investor Checking · 3768
Chase · Balance Owed
$8,329
Limit $26,200 · 32% util
AMEX Platinum · Owed
$4,513
Pay-in-full card
Top Transactions · Last 2 Days
DayPayeeAccountAmount
Mon 4/20ZaraChase$248.51
Tue 4/21Copilot MoneySchwab$95.00
Tue 4/21EncodedAMEX$79.00
Mon 4/20AmazonChase$42.69
Mon 4/20AmazonChase$16.59
Mon 4/20Tesla SuperchargerAMEX$14.92
Mon 4/20U.S. Post OfficeChase$11.92
Mon 4/20Amazon KindleChase$4.99
TOTAL · 2 DAYS $513.62
Matthew 6:34

"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."