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An experience of a lifetime could be waiting for you! A year-long partnership with @dell alongside @mclarenf1 means a year full of excitement and high energy. Can’t wait for you to see everything unfold!

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps trying to push higher. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. The next move won’t wait for you. Follow and turn notifications on.

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?

New early streams! 🦋 Join me every Wednesday at 1 PM GMT for my streams in this new earlier timeslot! 🗓️ Chaos Cats, I can't wait for you to join me - I hope it brightens up your week! ✨🐾 ▶︎ Twitch Streams: ▶︎ YouTube:

📷十二月作品（21日發售） 『魔法聖誕星』127P+2Video/ Dance “用你的體溫為我解凍，我在平安之夜等你..” "Thaw me with your body temperature. I'll wait for you on Christmas Eve..." 盒岛： Subscription： Fantia購入：

可別被幹掉了，等你復活的這段時間會很寂寞的” ——『殺戮都市－下平玲花』 "Don't get killed. The time you wait for your resurrection will be very lonely." ——『Gantz - Reika Shimohira』