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Dédale
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Dédale
@thededale_
Sharing my thoughts as a PE professional
Katılım Nisan 2023
64 Takip Edilen68 Takipçiler
This guy opened Obsidian 90 days ago with 200 isolated notes rotting in folders he had not opened in 6 months.
He just started linking.
One note at a time.
One connection at a time.
Every single day.
Today he has 847 notes and over 2,300 connections between them.
The graph does not look like folders.
It looks like a brain. And it shows him what he actually thinks about, not what he assumed he cared about.
This is exactly why I built my Web Clipper workflow around connection and not storage. If you want to see how I turn heavy books and dense data into actual insights inside Obsidian, I wrote about my 6 best Web Clipper templates that I use daily.
Link in the post.
He is not smarter than he was 90 days ago.
He just stopped filing and started linking.
His notes are not stored. They are alive.
If you have been using Obsidian as a glorified Google Drive folder, like and bookmark this.
90 days is all it takes.
Kanika@KanikaBK
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@BigJohn043 Also note that a Dividend recap does not improve MoM in a deal … I think most of the comment don’t understand that
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Lots of commentary on this post. I want to address some of the common comments.
First there is a lot of criticism of dividend recaps. In a dividend recap the sponsor borrows additional money later the hold period and uses those loans to pay themselves a dividend.
One comments said that sponsors frequently get all of their money back in the first 18 months.
An NBER study looked at dividend recaps in the US and found that a dividend recap was done 2.6% of the time. And dividend recaps are 9.3% of total LBO transaction volume. This is because larger / better performing deals are much more likely to recap.
In other words they are actually pretty rare. To do one a deal has to be performing pretty well. Do some portion of those deals then start to struggle after the dividend recap? Sure. That is the way business works.
But almost never do these deals save the sponsor. In the Toys R Us deal Bain got about half their money back but still took a big loss.
In other words, dividend recaps are really the exception and a pretty small part of the market.
John Caple@BigJohn043
This is non-sense. PE only makes money when they make a company more valuable. Debt paydown is almost always a small portion of the return. While sometimes cost reductions make a company more valuable, generally business buyers are pretty smart. They aren't going to pay up for a business that has been stripped. They will pay up for business that show top line growth, shifts to segments with more recurring revenue, etc. Most PE investments focus on growth. The idea that PE isn't focused enough on the long term is truly wrong. Talk to anyone that has worked in a public company and there is intense focus on simply the next quarter. When they get to PE they are amazed at the focus on 3-5 years out. And BTW, even if we are going to sell in 3-5 years we also have to make investments so the next buyer has a good return in their 3-5 year hold after that. Way less short term focused. Should we focus on 10-20 years out? While this sounds good, many investments focused on those types of time horizons are just a waste of money. Who knows what the world will look like in 20 years. If an investment can't be justified over the next 5 years then most times it is just a bad investment. I am sure there are limited exceptions but I am very skeptical. The bottom line is PE only makes money if they build better businesses. Not every PE firm is successful and even the successful ones have deals that don't work. But there are also public companies and founder owned businesses that fail. The success and returns of PE suggest that overall they are building better businesses and that is good for society as a whole.
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@LeylaKuni If you look at recent data, leverage drove less returns than previously which forces PE to improve the performance of the business above everything else.
Again, people mentioning that div recap creates returns for the shareholders are saying nonsense and never ran a LBO model.
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“PE only makes money when they make a company more valuable”
‘Debt paydown is a tiny part of return attribution’
…shifting value from debt to equity is the core premise of an LBO.
As a lender on 00s of div recaps carveouts and boltons, this entire post is hilarious.
John Caple@BigJohn043
This is non-sense. PE only makes money when they make a company more valuable. Debt paydown is almost always a small portion of the return. While sometimes cost reductions make a company more valuable, generally business buyers are pretty smart. They aren't going to pay up for a business that has been stripped. They will pay up for business that show top line growth, shifts to segments with more recurring revenue, etc. Most PE investments focus on growth. The idea that PE isn't focused enough on the long term is truly wrong. Talk to anyone that has worked in a public company and there is intense focus on simply the next quarter. When they get to PE they are amazed at the focus on 3-5 years out. And BTW, even if we are going to sell in 3-5 years we also have to make investments so the next buyer has a good return in their 3-5 year hold after that. Way less short term focused. Should we focus on 10-20 years out? While this sounds good, many investments focused on those types of time horizons are just a waste of money. Who knows what the world will look like in 20 years. If an investment can't be justified over the next 5 years then most times it is just a bad investment. I am sure there are limited exceptions but I am very skeptical. The bottom line is PE only makes money if they build better businesses. Not every PE firm is successful and even the successful ones have deals that don't work. But there are also public companies and founder owned businesses that fail. The success and returns of PE suggest that overall they are building better businesses and that is good for society as a whole.
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If I was starting Hermes from zero, these are the 9 workflows I'd build first (to make it a real Chief of Staff):
1. Daily Brief
Every morning at 7am, Hermes pulls my calendar, top 3-5 urgent emails, weather, and 3 headlines from my interest feeds, then drops it as one scannable message in Telegram.
Replaces my old shitty ritual of opening 5 apps before coffee.
2. Viral Swipe File (self-improving)
A nightly cron checks every post I've published across X, LinkedIn, and Threads.
Anything that crosses my engagement threshold gets auto-extracted into a structured swipe file with the hook, structure, topic, opening line, and stats.
It gets better every week. Over time the swipe file builds a precise fingerprint of what works for me, calibrated against real data.
3. Trending Workflows Radar
Every morning Hermes scans Reddit, X, and AI forums, identifies what workflows are gaining velocity in the last 24 hours, and delivers a ranked list of 5 content angles.
This helps me stay on top of the hottest workflows people are cooking in AI.
4. Meeting Prep Briefing
30 minutes before every Google Calendar meeting, Hermes pulls the attendee list, fetches their LinkedIn/company context, summarizes my last email thread with them, and sends a one-page brief to Telegram.
I walk into every call sounding prepared without digging through threads.
5. The Humanizer
A skill that audits any text against 30+ known AI writing tells (em-dashes, "delve," "tapestry," tricolon structures) and rewrites them into natural prose.
Lets me accelerate first drafts with AI without sounding like I did (probably my most used workflow in my entire stack)
6. Bookmark Inbox
Hermes monitors my X bookmarks automatically. Anything new gets fetched, summarized in 3 bullets, auto-tagged, and filed into my Obsidian vault by topic.
Saved stuff becomes searchable knowledge instead of digital clutter.
7. Customer Support Cron
Every morning Hermes scans my inbox for support tickets, categorizes them by issue type, and logs everything to my company Discord.
Weekly report surfaces the top 5 recurring issues so I know what to actually fix in the product.
8. Weekly Business Report
Every Monday morning Hermes pulls Stripe revenue, newsletter subs, content views, follower growth, churn, and refunds.
Then drops it as a single dashboard in Telegram with this-week-vs-last-week.
9. Obsidian LLM Wiki Second Brain
A single Obsidian vault that becomes the source of truth for everything in my business / life (Karpathy-maxxing)
I have Hermes writes a daily report on everything that happened across my Discord and Telegram, then add it to the vault.
Over time it becomes a deep knowledge base I can point any model at.
•••
If you want to build these, simply paste this post into your Hermes agent and tell it to build the ones you want.
It'll ask you which integrations to connect (Gmail, Stripe, Telegram, etc), pull your business context, and set them up for you.
What workflows do you love that should I add??
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@itsolelehmann Is firecrawl really worth the price? Which formula do you use?
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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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@DavidOndrej1 Why is that? What VPS to use to have good performance and for it not to be too expensive?
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stop developing locally
start developing on a VPS
trust me
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@emmagine79 @NousResearch @Teknium How much does it cost you monthly in credit API using 5.5? How do you use it, is it directly on your computer?
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hermes + discord with gpt 5.5/deepseek v4 has genuinely been life changing!
here are some of what it did for me this week:
@NousResearch @Teknium
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Usage limits are up, effective today we're:
1) Doubling Claude Code's 5-hour limits for Pro, Max, Team and seat-based Enterprise plans
2) Removing peak hours limit reduction on Claude Code for Pro and Max plans
3) Substantially raising our API rate limits for Opus models
Claude@claudeai
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
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we're starting rollout of GPT-5.5-Cyber, a frontier cybersecurity model, to critical cyber defenders in the next few days.
we will work with the entire ecosystem and the government to figure out trusted access for cyber; we want to rapidly help secure companies/infrastructure.
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@NainsiDwiv50980 Your analysis is completely false. When you tell it not to hallucinate it does. People frame it the way they want, but this is a clear regression vs. 4.6
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Most people will look at Opus 4.7 and think it’s just another benchmark upgrade.
That’s not what changed.
Claude Opus 4.7 is the first model that actually takes your instructions seriously.
No skipped steps, no reordering, no “AI assumptions” — just execution.
The benchmark gains matter, but they’re not the story.
The real shift is reliability.
Previous models needed constant supervision.
You had to guide, correct, and retry.
Opus 4.7 changes that.
It can handle long, multi-step tasks with consistency, verify its own outputs, and stay aligned with your intent across the entire workflow.
That’s why it performs better in real-world use cases like coding, research, and agent-based systems.
Not because it suddenly became “smarter”
But because it finally listens.
There’s a catch though.
It’s far less forgiving.
Prompts that worked before can now break.
Vague instructions lead to literal, sometimes flawed outputs.
Which means the upgrade is not just in the model
It’s in how you prompt.
If you adapt, this becomes one of the most powerful tools available right now.
If you don’t, it will feel overrated.
This launch isn’t about higher scores.
It’s about shifting from AI that guesses
to AI that executes.
And that changes everything.
🚀
Suryansh Tiwari@Suryanshti777
English
Key points to remember for any interview
- Your interviewer has a lot of work to do so he wants someone that provides clear and concise answers
- Structure each answer in 2-3 bullet points with example/details for each
- 2min max per answer
- Mock interview a lot with friends
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Technical question
I won’t enter in details considering the data available online but here are some guidelines:
- Don’t under-prep technical question as they often make the difference between candidates
- Do as much mini case studies with the help of ChatGPT to improve fast
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