Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house.
IBM dropped 3% and Salesforce dropped 4% on the news.
And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work.
We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here.
This is the opportunity right now.
You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes.
That's the core of AI consulting. Helping companies actually operate better.
There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services.
For example, 'second brains'.
Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up.
Starbucks is showing you what other companies will be doing over the next several years.
Your job is to position yourself to facilitate that process for as many companies as you can.
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KARPATHY WROTE THIS DOCUMENT TO COMPLETELY AUTOMATE OBSIDIAN WITH CLAUDE
I was ready to abandon my second brain
manual cross-referencing was destroying my workflow, but finding this exact document opened my eyes to a completely different approach
it is incredibly convenient -> Karpathy's method turns the AI into a full-time maintainer for your Zettelkasten:
> the LLM reads every new source and integrates it into a structured wiki
> Obsidian becomes your visual IDE while Claude operates as the backend
> the agent runs automated checks to find contradictions across your notes
> your entire vault compounds automatically without you typing a single link
the friction is completely gone. I just feed it raw documents and the agent organizes my entire life
here is the official document from Karpathy explaining the architecture 👇
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SITUATION EXPLAINED: What happens when everyone's AI agent starts talking to everyone else's AI agent?
We asked
@timourxyz, co-founder and CEO of
@JoinEdgeCity
"The bulk of the conversation around agents and AI is very much in single-player mode. It's like, how can I use this to build my second brain, be better at my work, organize my family logistics?"
"But I think it's fundamentally more interesting to think about what happens in multiplayer modes. What happens when my agent starts to interact with your agent and everyone around us, and then eventually everyone in the city, the nation, the world?"
"It feels inevitable that probably in the next 12 to 24 months, everyone will have some kind of agentic entity that they're collaborating with. Probably multiple."
"What happens when there are millions of agents out there linked to their human principals, but having their own agency and doing things in the world? We need to be thinking about that right now."
@sodofi_
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The top Hermes integrations to give your agent superpowers:
1. Firecrawl
Basically web search built for agents.
It's better than the native Hermes web search because it gives you clean web data, so responses come back faster and uses fewer tokens.
I keep this on by default.
2. Browserbase
Gives Hermes browser access for actually interacting with sites.
Logging in, clicking buttons, booking stuff, anything that needs a real browser session.
Hermes will automatically pick between Firecrawl and Browserbase depending on what the task needs, so you just plug both in.
3. Google Workspace
Gmail, Calendar, Drive, Docs, and Sheets in one connector.
If Hermes can't read your inbox, see your calendar, or write to your docs, it can't really work for you. Plug this in first.
4. Reddit
The best signal you'll find on what people actually think about any product, niche, or problem (bc its real opinions from real users)
Amazing for market research.
5. YouTube transcripts
Pulls captions from any video. Long podcasts, tutorials, interviews etc become searchable notes in seconds.
Probably the highest-leverage research integration nobody plugs in.
6. Discord
I host my business in Discord, so this one's huge for me.
I plug Hermes into different channels and have it run specific workflows in each.
Example: I have a dedicated customer support channel where Hermes scans my email every morning for support tickets and drops them in organized.
7. GitHub
Code, issues, PRs. Turns Hermes into an actual engineering teammate.
Non-negotiable if you write code.
8. Stripe
Payments, customers, failed charges, refunds.
You can just ask "why did this customer churn" and get a real answer.
Also can't wait for this...Stripe is releasing agentic payments, so soon Hermes will be able to actually book stuff with your card.
9. Bland (or Twilio)
Gives Hermes a voice so it can place real phone calls (like booking reservations etc).
I love listening to the recordings haha
10. Apify
Pre-built scrapers for X, LinkedIn, Instagram, Google Maps, etc. The way to get X data without paying $5k/mo for the official API.
11. Readwise
Every highlight you've ever saved from books, articles, tweets, and podcasts, all queryable. Solves the "dead knowledge" problem.
12. Granola (or Fathom)
Searchable transcripts of every meeting you've had. Hermes can answer "what did that client say about pricing last month" instantly.
13. Obsidian
For Karpathy LLM wiki second-brain maxxing.
If I had to set up only 5, I'd do Firecrawl, Browserbase, Google Workspace, GitHub, and Obsidian.
Covers ~80% of what most people need.
I use Composio to add these in one click, makes setup basically zero effort instead of messing w technical stuff.
Anything I'm missing?? What's in your stack?
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