Happy Monday.

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Today’s Squad

  • Joe Fox (Founder & CEO, ShotPay) → 12:40PM CT

  • Jamil Bhuya (Co-founder & Head of Growth, Otherhalf Studio) → 1:45PM CT

Top Stories

Pat McAfee Joins PB&J Brand Jams - Pat McAfee just made his first-ever food and beverage investment, but he's coming in as a co-owner rather than a paid endorser taking an operating role at PB&J upstart Jams that spans creative, content, and distribution across his own media platforms. The deal adds the ESPN host to an unusually athlete-heavy cap table (Caleb Williams, J.J. Watt, Alex Morgan) at a brand that launched in mid-2025, already sits in Walmart and Target, and locked exclusive PB&J rights with the NFLPA.

Mythos Breaches NSA Systems - Anthropic's Mythos AI "broke into almost all" NSA and U.S. Cyber Command classified systems in hours, sourced to Senator Mark Warner relaying what the NSA chief told him during authorized red-team testing. But the Economist editor who published the original quote later cautioned it shouldn't be read literally. It depended on Mythos working alongside other tools under particular conditions, and the "NSA confirms" framing some accounts used matches no official statement, while the test environment was a controlled drill, not a live operational breach.

The "Hustle Muscle" Behind AG1 CEO’s Rise - Kat Cole went from a 17-year-old Hooters waitress with no college degree to the CEO of AG1, stacking executive roles at Hooters, Cinnabon, and Focus Brands along the, each time taking a job she wasn't yet qualified for and learning it in real time. Her throughline, and the reason the story keeps getting passed around: she committed before she felt ready, then used relentless hustle to close the gap instead of waiting on credentials or permission.

Stop Half-@ssing Your Collabs

By Colin Dougherty

Most brand collaborations are one Instagram post that vanishes by Thursday, which is exactly why almost none of them do anything.

Sam Nebel (co-founder, Goodwipes) turned a flushable-wipe joke into a seven-figure product, and the way he did it is a rebuke to how most brands run partnerships. The Goodwipes x Olipop "Peachy Clean" wipes, scented like Olipop's peaches-and-cream soda, launched on April 1st as an April Fool's gag, then got revealed on April 2nd as a real product landing in roughly 4,000 Walmart stores.

Sam says it became their second best-selling item in the chain.

The result came from refusing to treat it like a stunt. "What you see with a lot of collabs," Sam says, "it's just one shot in the dark, it's one Instagram post or maybe two, and then it just disappears." Goodwipes did the opposite. They stretched the whole life cycle: a behind-the-scenes commercial with the DJ opening the Jonas Brothers' tour cast as the "professor," Walmart end caps, the "guts and butts" through-line, and a branded luxury porta-palace they haul to Coachella and Stagecoach. When Walmart and Olipop saw Goodwipes' team going all the way, they leaned in and pushed it too.

This is a deliberate operating choice, and Sam names it plainly. Do fewer things, but go all the way. Run it through the entire creative pipeline and make it beautiful, which is how you "hack the memorability of the experience." A moonshot, a home run, or a bunch of singles that stack up all beat going half-way on one post to see how it goes.

The instinct most teams have is to spread effort thin across many small swings. Sam's bet is the inverse: concentrate everything into a few big ones, because when you pour that much commitment into something, it tends to work.

The one you actually commit to, end to end, is the one that lands on the shelf next to Mario.

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Highlight Reel: $80M in 3.5 Years, Still a Hard Pass | Bill D'Alessandro, VP at FoodScience

Timeline: Town Square

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