David Sherry

How to do a "Micro-PE" style Brand acquisition... Not all founders want to chase VC/billion-dollar exits... But there is a way for Founders to bring on the right people, capital, and vision to break through a growth ceiling. (Case study in the post linked below)

@AviFelman Honest question do you think Trump 3x terms is underpriced?

Easiest trade I’ve seen in a long time. 3x so far, but will be a 10x eventually

@0xZakk I use Fathom -> Claw through their API, I'm assuming there's a flow that would just do this for every transcript. I use it for Anonymization of the transcripts.

I'm looking for a good flow that would let me go from meeting transcript --> context for my OpenClaw agent I think the form factor would be something like Granola but that just automatically outputs the summary and transcript into a folder, as Markdown, that I can then sync to a folder with OpenClaw Does something like that exist?

@jasondoesstuff could you use OpenRouter? openrouter.ai

Has anyone built a tool that pulls in your AI account subscriptions (Claude, GPT, etc) AND also let's you add in API usage (Claude, OpenAI, Gemini, etc) in one dashboard to see it all in one place? And let you add other APIs? Tried to build it in Lovable and it was an epic fail 🫠.

@linuz90 @openclaw had no idea Telegram even had this feature.

If you're using @openclaw on Telegram, you need to set up forum topics. Turns one messy chat into organized topics. Each with its own isolated LLM session. Each topic gets its own LLM session too 👌 Setup is easy: Open BotFather and enable "Threaded Mode" for your bot. Then tell your agent: → Set up forum topics in our chat. Call getForumTopicIconStickers to get available emoji IDs, then createForumTopic for each one with icon_custom_emoji_id. Important: send a message inside each topic right after creating it, otherwise it won't show up in Telegram. Then after you're happy with the topics, tell it to route all cron jobs and heartbeat messages to the most relevant topic. Now when I forward emails to my bot it acts on them in relevant topics. Sim race prep lands in Racing. Morning briefing goes to Life. Completely changed my experience with it.

@ChrisDunnTV Ah got you thanks. For some reason thought it was minimium $100+ month

@_brandswell @levelsio Yeah, I’ve been paying. It’s only been a few bucks a day for several lists and searches.

I've ran OpenClaw for over a month now I've had it in a group chat with 26 friends who all played with it, tried to hack it, made a pretty cool game with it which it kept self improving called lobsterswim.com, also tried to make it make its own money with its own crypto wallet, all quite impressive but not really useful so much The real power user for OpenClaw became my gf who I put it in a group chat with me, her and OpenClaw, she's mostly stopped using ChatGPT etc and now only uses AI over Telegram with OpenClaw, it's much more user friendly for her in Telegram iOS than ChatGPT's own app Also it helps I am in there so I stay up to date on things, she uses Nano Banana Pro a lot too so that's enabled too Of course then my 26 friends in the group chat hacked it so it leaked info my gf told OpenClaw So then I made a second isolated VPS with just an OpenClaw for her and me, safer Essentially 99% of the purpose of OpenClaw for her at least is that it's just a really good implementation of an LLM app over Telegram in our native chat interface All the other stuff isn't important and she doesn't use that and I don't use it One thing I like is it sends me some briefings of X mentions and a Hacker News digest But to be honest any more of this background push stuff would become annoying to me, unless it'd be really superintelligent and I don't think it is yet Think autonomous messages like "ok you have to see this I analyzed your servers for this thing and there's a security problem" or smth but fully autonomous you know? Now it feels like you kinda have to tell it to do stuff even if it does it the 12h later or daily or with a heartbeat So yes TL;DR just the best LLM experience on Telegram now, better than the LLM apps, also helps it just is a continous convo going on forever

@ChrisDunnTV @levelsio Chris how did you set up the X list pull? Been blocked on the API or do you just pay?

The most useful things I've done after 2 weeks of playing around... - Helps me find signal in a sea of noise from hundreds of youtube channels, podcasts, newsletters, X lists - Built a GTD (getting things done) project & tasks system that's REALLY cool to just talk and have it auto-organize - Creating an agent that has my full investing/trading background knowledge and research process to save a ton of time

And then OpenClaw, IF I am able to build everything myself, I will eventually have an entire custom-built home...

Claude Co-Work Vs. OpenClaw The best anology is have is that Claude Co-Work is like building Ikea furniture. OpenClaw is Ikea furniture building without the instruction manual. Then you get to the last piece you need to put together and you realize you built the whole thing wrong...

@fejau_inc great point. Even if just psychological understanding.

Almost considering Druck is extremely close to Warsh and Bessent you should probably pay attention if he’s talking about cuts being underpriced

Great pod and love seeing Druck thinking the same way. Disinflationary growth coming, rate cuts underpriced, fading AI complex and moving into rest of world equities, bearish dollar, bullish gold and copper, short long bonds Very comfy Of course he can change his mind in two weeks and so can I hah! Champions adjust

@Tyler_Neville_ @fejau_inc @qthomp @ForwardGuidance Very glad you all had a segment on that just to hear your dose of sanity... Honestly unreal how little of it you hear/see from bigger platforms and people in comparison...

Sorry for all the F bombs but someone’s gotta say it. This is important!!! The plebs are waking up! @fejau_inc @qthomp @ForwardGuidance

@EricJorgenson @WeBuildLife @josiezayner @LuminaVehicles @ahmedshubber25 Not sure how I missed out on this! Looking forward to joining.

We only invested in 9 Startups in 2025. Here they are: 1. Embryo Corporation — Create New Animals with Gene Editing. (@WeBuildLife @josiezayner ) 2. @LuminaVehicles — Autonomous, Electric Construction Vehicles. (@ahmedshubber25) 3. Green Abundance — Engineering plants to produce advanced materials. 4. @cascade_space — Verizon for the Solar System. Deep-space communications network. 5. @_dynamo_air — Heavy-Lift Drone Quadcopters. 6. Obsidia — Ensure Chip Supply Chain Security. 7. @watoga_tech — Software to accelerate drill & blast mining efficiency. @elliot_fp 8. Blitzpanel — Integrate and automate control panel manufacturing. @K_leeeb (ty @elidourado!) 9. Tideway Logistics — Dirt-cheap robotic automation for e-commerce fulfillment. Our mission is to support "Obsessive geniuses building utopian technologies." Imagine the 2040s if all of these companies grow and thrive... what a beautiful future. 🚀 🌳 ☀️ 🛰️

Great quote on the latest forward guidance @fejau_inc "The game right now is short globalism, long protectionism, and try to get your capital as close as possible to where the gov. is about to spend it"

@Julian Found this to be more common in men. it might also be that your values have changed “Usefulness” was used as a filter, and also forms previous common ground/set the relationships. Then When you shift to new values beyond high-achievement, those people tend to fall away.

As an adult, I've thrice encountered a type of person I despise: The high-achiever who stops chatting with you—after having a great, close, years-long relationship—the moment they no longer perceive you as useful toward gaining power and success in their career path.

@will_mannon @patrickc unironically the pope is leading the way IMO

@patrickc Hope you're right

Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile. Culturally, it feels like the moment is ripe for new frameworks: • Davos expert morality is stale and discredited. • It's also apparent that the "just be super based" Counter-Enlightenment is not really an answer. (Yes, woke went too far, but simply inverting it doesn't work.) • EA is no longer the automatic default for smart people. • There's increasing skepticism of slot and slop machine dynamics. Overall, "what is worthy and valuable?" feels like it's becoming more central.

@patrickc The Pope's feed has been on point here.

Really love this concept/org: Dollar Donation Club: dollardonationclub.com/?r=M2ZYXEWC

@SoniaBaschez @kaleighf Didn’t know you all were here either! I’m new-ish 🙌

@kaleighf @_brandswell omg I didn't know he moved to Austin!! Hi David!!

One of my MVP connections turned friendships since moving to Austin is, hands down, @_brandswell. The work he's doing these days with career counseling is so so needed, and I can't seem to send enough people his way. 10/10 recommend.

Helpful Questions

Digital life feels different in 2025. The pace of change is much faster now. It’s harder to feel long-term focused, or have a solid view of the long term. You realize that the volatility is even more distracting from what you are wanting to consciously choose, but you’re not sure how to navigate it. It feels more like you need hard, forced breaks from online life vs. easy ebb and flow of a more natural digital relationship. This September I did a 30 day reset and my feelings towards of the things I care about improved. Now I find myself trying to re-integrate in a healthy way that’s balanced and it’s much harder than the clean break. Rules I’m setting are slipping. I love what I’m getting from AI in terms of its benefits. I’m finding AI journaling to be a core asset to me in my life. And yet I still really prefer writing this to you directly without any AI support or generation. If I use AI in the writing process I miss the flow state and the feeling of sharing something directly me to you without an intermediary. As our online lives get more mediated by AI, we lose some agency (to the agents) and that displaces certain experiences we also have or had. I’m craving smaller groups now. I have no desire to be Youtube famous or TikTok famous. I’m thinking about Dunbars number, i.e. who are the 100 people I can really impact and be connected to? I try and remember that when I face the choice: Do you try and grow your work by playing to an algorithm? Or do you publish what *you* want knowing it’s going to get less views? I’m recording more short form videos now and I thought about this question: How much should I script and format to the algorithm? I decided I am going to simply publish. I don’t need a huge amount of “followers” and I don’t think I could sustainably spend my time chasing algorithmic trends. It’s not why I do it. So I opt out from that. I use many different apps as a “wall” between me and feeds. I use Opal on my phone, and I have time-limiting chrome extensions for certain websites. I try to make the first few hours of my day distraction free. From 7-11 I am cocooned from feeds. I don’t have email on my phone. I don’t use Slack. I don’t watch TV and never any news. The hardest thing here is remembering that all of this is my choice. I get to choose what I put my attention on. Having choice means taking responsibility for my attention. If I’m feeling any type of way about my digital life, it’s reflective of hard choices that I have not yet made and that I am leaving ambiguous. Jerzy Gregorek said, “Hard choices, easy life. Easy choices, hard life.”