He Sells AI Second Brains to Businesses (For $1000s) — Transcript
Full transcript
- 0:00Welcome back to another edition of AI
- 0:02rabbit holes. This is a video series
- 0:04where we go down the endless amount of
- 0:06rabbit holes in artificial intelligence.
- 0:08It's then happy to have back on Adam
- 0:10Sandler. Now Adam is the founder of the
- 0:12viable edge where he builds AI powered
- 0:15second brains and knowledge systems for
- 0:18founders, agencies and marketing
- 0:19leaders. So Adam, it's good to have you
- 0:21back once again as you were on the
- 0:23podcast actually once before.
- 0:25>> Right. Yep, Ryan. I really appreciate
- 0:27you having me back. Congrats on
- 0:29everything you've been doing.
- 0:31Uh love all your stuff.
- 0:33>> Same to you as well, bro. So today we're
- 0:35going to be walking through your AI
- 0:36second brain setup, right? Second
- 0:38brain's kind of that trendy term we see
- 0:40everywhere now. Um but Adam, it's been a
- 0:42little bit since our first conversation.
- 0:44I first want to know kind of what's
- 0:46changed in what you're building with AI
- 0:48since we last talked.
- 0:50>> Yeah, it's a great question and you
- 0:53know, the second brain slash knowledge
- 0:55base has sort of like permeated a lot of
- 0:58my world because
- 1:01in the client engagements that I've been
- 1:03working on over time and I'm sure you
- 1:05have seen this in a lot of people
- 1:07viewing this have encountered this where
- 1:10you're working with a client and you
- 1:11want to build a workflow or there's some
- 1:13kind of project, but frequently I would
- 1:16run into a issue where the information
- 1:19that was needed to power this workflow
- 1:21or whatever it was was not easily
- 1:25accessible, right? And so there's always
- 1:28this bottleneck that I would encounter
- 1:30and
- 1:31uh you know, eventually it occurred to
- 1:34me that this should just be the first
- 1:36step, right? As part of an offering. And
- 1:38what that first step ends up being, if
- 1:41you want to do it correctly, is to
- 1:43develop a knowledge base or a second
- 1:44brain. Um right? I think these terms are
- 1:47somewhat interchangeable.
- 1:49Um and there's so many benefits to doing
- 1:52this uh both as a practitioner and from
- 1:55a client standpoint, there's a ton of
- 1:57value in it. And essentially, what this
- 1:59is is just, you know, collecting and
- 2:01aggregating and structuring relevant
- 2:04information um that is durable and then
- 2:07can be uh scaled in certain ways.
- 2:12>> I I'm pretty sure you hear stuff like
- 2:13this all the time, or where you talk to
- 2:14a prospect or someone and they're like,
- 2:16"Why I just want an AI agent, or I want
- 2:18this entire system to do everything for
- 2:20me, like a fractional CMO and da da da."
- 2:23But, it's like that is completely
- 2:24useless without some sort of second
- 2:27brain or context like you're describing
- 2:29behind the scenes. So, this needs to be
- 2:31step 1A or step 1B before we even move
- 2:34into any of this actual workflow
- 2:36building stuff. And people need to
- 2:37understand this.
- 2:39>> Yeah, that's correct. And, you know,
- 2:41there's there's a lot of um intrinsic
- 2:44benefits that I think uh clients,
- 2:46especially, are not necessarily thinking
- 2:49about. And the one of the biggest, in my
- 2:51mind, is that if you hitch your wagon to
- 2:55a knowledge base and not to Anthropic's
- 2:58ecosystem or OpenAI's ecosystem, you're
- 3:00not stuck there if suddenly that service
- 3:03becomes, for one reason or another,
- 3:06untenable for your business.
- 3:08Right? So, at the very least, it sort of
- 3:10unshackles you from one provider's
- 3:13ecosystem and allows you to travel to
- 3:16different ecosystems. It makes you
- 3:18portable to a degree, right? So, I think
- 3:20there's um a degree of security there,
- 3:23longevity, um and uh a way to
- 3:28uh just shore up your future when it
- 3:31comes to working with AI from a right
- 3:34>> And I think something a lot of
- 3:35businesses don't realize is they're
- 3:36sitting on a lot more context than they
- 3:38really understand, right? We're talking
- 3:40about all sorts of meeting transcripts
- 3:42that can scan back from Hopefully,
- 3:44you're they're using like a
- 3:44transcription service or taking meeting
- 3:46notes where they can just have that, or
- 3:48maybe even email chains or call
- 3:51transcripts if you're doing anything
- 3:52sales related, right? There is so much
- 3:54context that businesses are just sitting
- 3:56on that they just do not know how to
- 3:58leverage it. And so using a second brain
- 4:00is something that really any business or
- 4:02individual can come in and implement and
- 4:04then use that to improve their AI
- 4:06outputs moving forward. That's what I
- 4:08tell a lot of people.
- 4:09>> Yep, absolutely. And, you know, one
- 4:11thing that I think is a little bit of a
- 4:13a watch out in a trap is that
- 4:16you can have this huge body of
- 4:18information, this historical, you know,
- 4:21uh however you're storing it internally
- 4:23in your business,
- 4:24history of transcripts.
- 4:26A lot of that stuff is likely not
- 4:28relevant right now for what's happening
- 4:30in your business. So, part of the
- 4:32knowledge base or second brain is
- 4:35creating a flywheel-like system that can
- 4:38manage the information for you to keep
- 4:41it relevant, right? How is information
- 4:44being ingested? How is it being
- 4:46synthesized and processed? And how is
- 4:48older information or stale information
- 4:51being archived or pulled out of what's
- 4:54relevant right now, right? So, you know,
- 4:56there are a lot of dynamics to it, which
- 4:58I think is not something a lot of people
- 5:01are, you know, going to think about
- 5:03right away. It's not obvious.
- 5:05>> I love how you said flywheel system,
- 5:07right? So, in my case, this is why I try
- 5:09to create weekly content. It's not just
- 5:11so I can keep posting things out to
- 5:13YouTube and all the other platforms.
- 5:14There's a whole other strategy behind
- 5:16this, Adam. It's the context strategy,
- 5:18right? Where do you think I'm able to
- 5:19get all these social media posts and all
- 5:22this content on ryandozer.com? Well, a
- 5:24lot of that is taking all of this
- 5:26context from my past content on podcast
- 5:28episodes or maybe even podcast guest
- 5:30appearances that I show up on. So,
- 5:32there's a whole second strategy to just
- 5:34having a flywheel-type content system
- 5:37that's applicable to most businesses out
- 5:39there.
- 5:39>> Yeah, exactly. And there's a lot of
- 5:42things that this type of mechanism
- 5:45brings to a business that I don't think
- 5:47are necessarily standard or formal
- 5:51practices. For example, decision
- 5:53tracking, right? So, within a knowledge
- 5:56base, there's an opportunity to create a
- 5:58decision log. So, all of your high-level
- 6:01or high-impact decisions are captured
- 6:04and documented for reference, for
- 6:06history, for consistency, right? Uh in
- 6:09the a lot of the places that I've worked
- 6:11that I've, you know, I've been
- 6:13like been in the workforce for over two
- 6:15decades.
- 6:16Uh I've never really seen a business
- 6:18practicing the practicing that sort of
- 6:20thing with that with the level of
- 6:22specificity that you can enable with a
- 6:25knowledge base that's powered by an AI,
- 6:27right? So, you sort of you get all of
- 6:29the benefit that we talked about, plus
- 6:31you get this additional layer of
- 6:34detailed tracking and history, and you
- 6:37know, there's
- 6:39a much easier way for businesses to sort
- 6:41of reflect on past decisions, why those
- 6:44decisions were made, and understand how
- 6:47past decisions might apply to new
- 6:48business, right? So, there's that whole
- 6:50element of learning and progression that
- 6:53I think is somewhat unique.
- 6:56>> For sure. And you mentioned before that
- 6:57your context system runs on markdown
- 6:59files, right? I don't know if this might
- 7:01be a good opportunity to screen share
- 7:02and kind of show your second brain
- 7:04system, but while you're doing that, we
- 7:06hear these terms a lot like Obsidian and
- 7:09rag and vector databases and all these
- 7:11fancy terms, right? How can you like
- 7:14simplify this for the audience here? Do
- 7:16we need to even go down that path?
- 7:18>> The short answer is no,
- 7:20because markdown and for anyone who's
- 7:22watching who's not aware, it's just a
- 7:24another flavor of text file that has
- 7:27different formatting and works really
- 7:29well with AI, right?
- 7:31Um and
- 7:32you know, when you
- 7:34a knowledge base like at its most basic
- 7:36form is a folder of documents, right?
- 7:39But we need to put mechanisms in place
- 7:42for those documents to make sense in the
- 7:44context of each other, right? And that's
- 7:46where where some of the AI comes in and
- 7:48some of the systems and tooling comes
- 7:50in, right? But, you only really need
- 7:53markdown files because a lot of the
- 7:55businesses that a lot of small
- 7:56businesses simply don't have the amount
- 7:59of information that would necessarily
- 8:02require a sophisticated rag or vector
- 8:04database, right? So, I hope I'm
- 8:06answering your question, but like you
- 8:08don't really have to worry about the
- 8:10tech stack. Personally, I use Obsidian
- 8:12for my personal knowledge base because
- 8:15it's just it makes sense to me as an
- 8:18organizational system, right?
- 8:20Um and I followed the Karpathy method of
- 8:23wiki linking everything, which is really
- 8:25cool. And it you know, there's a huge
- 8:27benefit to that. Um but you don't need
- 8:29Obsidian, right? Uh Claude or ChatGPT is
- 8:33smart enough to enable that system on
- 8:36its own just by working with it.
- 8:39Um
- 8:39>> I'll tell you my vault quick. I'm not
- 8:41going to screen share my stuff, but I
- 8:43have it set up where every single time
- 8:45I'm in a conversation with Claude code,
- 8:47it automatically saves it into a nodes
- 8:50vault internally that I back up to
- 8:51Google Drive on a daily basis. And so,
- 8:54it's just this mountain of vault of all
- 8:56these markdown files that not only
- 8:58document like the key points from that
- 9:00conversation, but there is some wiki
- 9:02stuff going on and going back and forth,
- 9:04connecting to the Claude MD and agents
- 9:06MD and all that fun stuff. That's kind
- 9:08of like my rundown of my personal
- 9:11context second brain right now. I'm
- 9:13always tinkering around with different
- 9:14things and what I should do to improve
- 9:16on that.
- 9:17>> Yeah, yeah. And And one thing one
- 9:18example I really like that helps um
- 9:20demonstrate the value is the transcript
- 9:23thing that you mentioned, right? Like
- 9:25we're
- 9:26I'm sure you're on as many calls as I am
- 9:28or more per week, right? Collecting
- 9:30transcripts, you know,
- 9:32uh probably hundreds a month at this
- 9:34point or something like that, right? And
- 9:36when you want to reference a phone call,
- 9:39the AI, you don't necessarily want it to
- 9:41go and search through transcripts and
- 9:43read transcripts and fill up context,
- 9:44right? So, a knowledge base, when it's
- 9:47well maintained, can have a summary of
- 9:49the transcript on top where and then
- 9:52where detail is accessible if needed,
- 9:55right? And what's implied here is that
- 9:58the AI knows how to navigate your
- 10:01information, right? And the transcript's
- 10:03a perfect example. Because if I have
- 10:06what what we call hot context, which is
- 10:08relevant context right now, might be
- 10:10summaries of calls that I've had over
- 10:11the last 2 weeks, right? And if I need
- 10:14to understand a specific detail, I don't
- 10:17need to tell the AI where to find it
- 10:19because the knowledge base, when it's
- 10:21set up and has the linking system uh
- 10:24implemented, it can just navigate its
- 10:27way properly, right? Um and in practice,
- 10:31it kind of feels like magic. Right? In
- 10:33practice, you know, when I begin my day
- 10:35and I start working with Claude or Her-
- 10:37I'm using Hermes a lot these days. Um
- 10:41I don't have to explain anything cuz
- 10:42every system I use is hooked up to my
- 10:45knowledge base.
- 10:46Um
- 10:47>> the benefit of a knowledge base, like
- 10:48you talked about before, right? It's
- 10:50transferable across any AI system versus
- 10:52you get locked into ChatGPT or
- 10:54Anthropic, like that's no man's land at
- 10:57some point if you ever want to divulge
- 10:59from something else. But Adam, I think
- 11:00this is a good time. Why don't we go
- 11:02ahead and screen share kind of your
- 11:03system so maybe people can just get a
- 11:06better understanding of how you're
- 11:07thinking about second brains when you're
- 11:09doing all this.
- 11:10>> Yeah, so my background is in marketing
- 11:13and so um a lot of my clients and
- 11:16business engagements are marketing
- 11:18flavored. Um and so based on a lot of
- 11:21the work that I've done over the past
- 11:23year and change, I developed a
- 11:26online-based knowledge base for brands.
- 11:29But the
- 11:30the takeaway here is just sort of how it
- 11:32works, right? So,
- 11:35when you onboard a brand or when you
- 11:37there's always like an ingestion period,
- 11:39right? Knowledge has to get into the
- 11:41knowledge base somehow. Um and there's a
- 11:43lot of different methods for doing that.
- 11:45The method that I use for this is
- 11:47through a chat, an onboarding chat um
- 11:51that will scan your website. It will
- 11:54uh look at competitors. It will take any
- 11:56information that you want to give it.
- 11:57This This is already set up. So, this is
- 12:00what it looks like after you go through
- 12:01that. And on the right here, we have a
- 12:04visual knowledge graph. And what this
- 12:07does is
- 12:09give you a visual of the different
- 12:10relationships between the different
- 12:12pieces of knowledge in my knowledge
- 12:14base, right? So, these red guys are
- 12:17competitors. So, if I click Jasper,
- 12:19I can see all of the links where Jasper
- 12:22might be relevant to other pieces of my
- 12:24knowledge base. And my site just gives
- 12:26you some [snorts] specific information
- 12:29uh on how it relates to you from a
- 12:31competitive standpoint. But again, the
- 12:33takeaway here is
- 12:34>> for the audience, quick out of This is
- 12:36your own Vibe Coded app, correct?
- 12:38>> Correct. Mhm. Yep. This is on
- 12:41viableedge.com.
- 12:42Um it's a brand knowledge base for brand
- 12:45marketers who struggle with copying and
- 12:48pasting the same thing into their chats
- 12:51all the time and get inconsistent
- 12:53results when doing things like content
- 12:55creation.
- 12:56Um and one of the great things about
- 12:59this is that it's easily outputable,
- 13:02right? So, this all lives in the cloud
- 13:05and
- 13:06you know, there's a various methods
- 13:09which this information can be pulled out
- 13:11such as an MCP server, Claude
- 13:14instructions, an Obsidian vault even,
- 13:16even custom skills that could be loaded
- 13:18right into any chat as well as a Claude
- 13:21plugin, right? So,
- 13:23all of these different output methods
- 13:26ultimately um link back to the same body
- 13:30of information.
- 13:31And that information, I'll just
- 13:34my knowledge base is represented here in
- 13:36this list.
- 13:37So, if I pull up, for example, my voice
- 13:39and tone guide,
- 13:41here it is.
- 13:42And when I hook up my MCP to an external
- 13:45chat tool,
- 13:47it will just have this access.
- 13:49Right? So, if I were to open a a uh
- 13:51incognito chat uh hooked up to the
- 13:54server, and I could do that. I don't
- 13:56know if we want to spend the time on
- 13:57that. I don't have to give it any
- 13:59prompting at all. And I could also give
- 14:01it to um humans. I can give it to a
- 14:03freelancer, agency partner, and just
- 14:07like a knowledge base should, there is
- 14:10there are autonomous agents behind the
- 14:12scenes that are checking for things like
- 14:14brand drift. They're pulsing competitive
- 14:17updates and capturing um things that it
- 14:20might think are interesting or relevant
- 14:22for your brand, making recommendations.
- 14:24So, we talked about the flywheel. That
- 14:26flywheel is very much in effect here.
- 14:29You know, uh
- 14:30>> That's awesome. Yeah, you got the
- 14:31autonomous stuff going, too. So, anyone
- 14:33watching or listening to this that might
- 14:34be thinking to themselves, Adam, how do
- 14:36I make money from something like this,
- 14:38right? Is this something that someone
- 14:39could implement for businesses like you
- 14:41are? Or I guess what's kind of the the
- 14:43next game plan there?
- 14:45>> So, the the opportunity here, and I
- 14:48think this is one of the biggest
- 14:49opportunities in AI right now,
- 14:51especially for practitioners who are
- 14:53just getting going or trying to figure
- 14:55out what to do, um
- 14:57y- a lot of small businesses can benefit
- 14:59hugely from this knowledge base. So, if
- 15:01you know how to position it properly,
- 15:04you can really get a great foot in the
- 15:05door and set yourself up for an ongoing
- 15:09relationship, because once you have a
- 15:10knowledge base, building agents or tools
- 15:13on top of it,
- 15:15I don't want to say becomes easy, but it
- 15:16becomes much more straightforward.
- 15:18Right? So, you're setting yourself up
- 15:20for more business. So, when you engage a
- 15:23client or you find a small business that
- 15:25you want to work with,
- 15:27you know, a lot of businesses that I've
- 15:29worked with and and let me know if if
- 15:30this resonates. Like,
- 15:32most companies they're they're a mess.
- 15:33They're a chaotic mess. Their stuff's
- 15:35all over the
- 15:35>> and meager they are.
- 15:36>> Right? So, you can approach a situation
- 15:39like this or a prospect and say, "Not
- 15:41only am I going to get your knowledge in
- 15:43order, I'm going to clean up your
- 15:45information. I'm going to structure it
- 15:47for you. We're going to make you ready
- 15:50for AI. We're going to future-proof your
- 15:51business for AI readiness
- 15:54and you're not stuck with one provider."
- 15:57>> Yeah.
- 15:57>> Right? So, how do you scale this, right?
- 15:58Is this something where you just you use
- 16:00a Superbase and then you just kind of
- 16:01rinse and repeat different templates?
- 16:03>> Yeah, yeah. So, we talked about how you
- 16:05can just get started with Markdown.
- 16:07But, at a certain point, if you want to
- 16:09scale, Superbase or something like it is
- 16:12a great next step. Because I like
- 16:13Superbase because it's inexpensive.
- 16:16Obviously, it integrates really well
- 16:18with a ton of different platforms out
- 16:19there, good customer service,
- 16:22um and I've just had a great experience
- 16:25with it. There's other tools out there
- 16:26like Convex, which I really want to
- 16:28explore. Um
- 16:31so, with Markdown, when you're just for
- 16:33guess when you're first getting started
- 16:34with Markdown, it's very e- Well, again,
- 16:37I don't I hate using the word easy. It's
- 16:39straightforward to then migrate and step
- 16:41up to something like Superbase, right?
- 16:43So, with Markdown, the path to
- 16:45scalability is right in front of you
- 16:47already. So, that's why if you're not a
- 16:51a technical person or if you're just
- 16:53learning,
- 16:54you don't even need a stack to provide
- 16:57major value with something like a
- 16:59knowledge base.
- 17:00>> Here's another question I have, and I've
- 17:02often struggled with this part of it.
- 17:03So, I use Calendly for all my meetings,
- 17:06you know, call recordings, transcripts,
- 17:08etc. But, one thing Calendly still
- 17:10struggles with, they even have API and
- 17:12MCP, is they struggle with connecting to
- 17:15systems like Claude Code, where you can
- 17:16pull transcripts. Yeah, so you probably
- 17:18need been through this before, right?
- 17:20>> I use Calendly.
- 17:22So I use Calendly also.
- 17:24>> For people listening to this, I've done
- 17:25this before.
- 17:26Yeah.
- 17:27>> Sorry, I didn't mean to talk over you.
- 17:29Um
- 17:29it's funny cuz like Calendly, I set up a
- 17:31skill in Claude code
- 17:34that it um will go and use the browser
- 17:37control to pull down text files of all
- 17:41of the transcripts since the last time
- 17:43it captured transcripts. So basically
- 17:45like once a day I'll run this skill. It
- 17:47pulls all the transcripts down and has
- 17:49to use the browser control because
- 17:51there's no integration to pull
- 17:52transcripts from Calendly, which is a
- 17:54major frustration.
- 17:56Um and so like I think this is a
- 17:58stopgap. You know, maybe there's a if I
- 18:00have time, I might hunt for other
- 18:02solutions. Maybe Calendly will add that
- 18:04integration soon, who knows. But there,
- 18:07you know, sometimes you have to be
- 18:08creative and and work around certain
- 18:10things. And you know, with uh as AI gets
- 18:14better and if you've used um
- 18:17you know, 5.6 Sol's computer and browser
- 18:20use, it is phenomenal.
- 18:22So there's even some people out there
- 18:24who prefer browser use through chat GPT
- 18:29or computer use versus API because it's
- 18:32that fast and it's that good. Um so, you
- 18:36know, these are technically shortcuts,
- 18:38but you know, these are things that
- 18:40you're going to work around. Inevitably,
- 18:42there's going to be something that you
- 18:44have to work around.
- 18:45>> Right.
- 18:46>> And so getting a little bit scrappy,
- 18:48rolling up your sleeves and you know, uh
- 18:50having an arsenal to implement things
- 18:53like browser control and develop
- 18:55specialized skills
- 18:57um
- 18:58is definitely a skill that is going to
- 19:00help a ton for
- 19:03kicking up this kind of business.
- 19:05>> Yeah, so staying on this same topic of,
- 19:07you know, making money off of this AI,
- 19:09you know, second brain business, I guess
- 19:11what else should someone know? Are there
- 19:12certain types of industries that work
- 19:14better than others? How do you monetize
- 19:16this? Is it reoccurring? Is it a
- 19:17one-time AI second brain build? Like,
- 19:20talk about that a little bit.
- 19:21>> Yeah, so there's, you know, an when
- 19:25these engagements are beginning, there's
- 19:26a huge opportunity for an audit. And
- 19:30when when I mentioned how you can sort
- 19:32of clean up a company's knowledge for
- 19:35them and that's sort of like an added
- 19:36value, the audit can be focused on that,
- 19:39right? When you're um
- 19:41specking out a knowledge base, you do
- 19:44want to make sure that you are organized
- 19:46in terms of the kinds of schema that
- 19:48you're documenting, right? Uh because
- 19:50your client's not going to know that.
- 19:52And there are best practices and I do
- 19:55have some material that lays out
- 19:58um a baseline set of schema. There's
- 20:01seven different data points, basically.
- 20:04And this is usually enough to get going.
- 20:08One thing that I like to
- 20:10uh
- 20:11focus on with my clients is what is sort
- 20:13of like their core spine, as they say,
- 20:17right? This What is the one thing that
- 20:19everything else in the business sort of
- 20:21like ladders up to? And usually that is
- 20:23a goal or an objective, right? Something
- 20:26that is very high-level and impactful
- 20:27for the company.
- 20:29So, when you're kicking off this
- 20:30conversation, what you can say is like,
- 20:32"Okay, let's talk about your spine,"
- 20:34right? I wouldn't know if I would use
- 20:35that word, but, you know, how is what is
- 20:37the driving force of this company?
- 20:39Right?
- 20:40And that can be a conversation that uh
- 20:44generates an audit.
- 20:46And from this audit, you'll have a very
- 20:49clear scope of what the knowledge base
- 20:51looks like because the audit will have
- 20:53covered what's this company's knowledge,
- 20:56where is it, what's the spine, here are
- 20:58the recommended data points that go
- 21:00around it. So, you can use the
- 21:02opportunity for an audit to like do the
- 21:04map.
- 21:05And through the audit, you'll also
- 21:07surface a lot of disconnects, right?
- 21:10Because you have to be ready because
- 21:12knowledge is it's going to be messy.
- 21:13You're you're jumping into a messy pool
- 21:15and you got to clean it all up.
- 21:17>> Yeah.
- 21:17>> Um and the great thing is like it gives
- 21:19you an opportunity to say, "Hey client,
- 21:22did you know this and that?" Right? Like
- 21:24you might surface insights, you might
- 21:26surface connections that were not
- 21:29obvious, and you might surface things
- 21:31that are on fire, right? You might
- 21:33surface things that are outdated. Um
- 21:36>> [clears throat]
- 21:36>> with almost every client that I work
- 21:38with, it's like where the give me your
- 21:40brand guidelines. Oh, here's a brand
- 21:41guideline from 2020, 5 years ago. Here's
- 21:43another one from right? And so like
- 21:46the audit can sort of like help just
- 21:49scrub out all of the old stuff and have
- 21:51fresh stuff, right?
- 21:52>> Speaking of brand audit, you know, one
- 21:53thing I've actually found works better
- 21:55than most companies brand audits from 10
- 21:57years ago is you just either Firecrawl
- 21:59or Webfetch just scrape their website
- 22:02and just say, "Create me a detailed
- 22:03brand guide." And it's usually 10 times
- 22:05better than what they had 10 years ago.
- 22:07>> Yeah, and for for my clients, too, what
- 22:09I like to do now is I'll use Claude
- 22:11design and pull a style guide for them.
- 22:14And then I'll use that style guide to
- 22:17um
- 22:18you know, style and design all of the
- 22:20collateral for that relationship.
- 22:23>> Yeah.
- 22:23>> Um and when you get a little bit more
- 22:25experienced, you could build a UI for a
- 22:27knowledge base.
- 22:29And the and I don't want to like I I I
- 22:31hope I had no we're veering away from
- 22:33the question you asked a little bit. But
- 22:35with um Claude code in particular, and I
- 22:38I tend to work with a lot of clients who
- 22:40use Claude. Um and they just released a
- 22:44browser in Claude code desktop.
- 22:47And it's a great opportunity because if
- 22:50you are a practitioner and you're
- 22:51delivering workflows, including
- 22:53something like a knowledge base,
- 22:55there's an abstraction for people who
- 22:57are not as experienced with AI, right?
- 22:59You put a workflow go front of them and
- 23:00you you know, you put a chat box and
- 23:02you're just like, "Type {slash} this."
- 23:04Right? A lot of people are going to be
- 23:05confused because it's just not how
- 23:06people are used to working.
- 23:08>> Yeah.
- 23:08>> However, you can create a UI fairly
- 23:11quickly these days, right? And you can
- 23:13create a nice one with cloud design and
- 23:15one that's branded for your client. And
- 23:17think about how you might be able to
- 23:19make that into a workspace for a
- 23:21workflow.
- 23:23So, you can actually create a visual
- 23:25layer for the knowledge base.
- 23:27Effectively, it could be a markdown file
- 23:29browser.
- 23:30It could be a way for the client
- 23:32themselves to click through their
- 23:34documents, similar to how I showed the
- 23:36knowledge graph.
- 23:37There's a lot of free and open source
- 23:40packages out there that have knowledge
- 23:42graphs. So, you can just pull something
- 23:43down and implement it yourself into your
- 23:45own app, right? There's just so many
- 23:47ways that you can add value and leverage
- 23:50existing resources out there to really,
- 23:54um, you know, step up your delivery on
- 23:56this sort of thing.
- 23:57>> For sure. And the main takeaway with all
- 23:59of this is that most companies do not
- 24:02have a organized second brain, and
- 24:04that's what's going to differentiate
- 24:06people or organizations that the amount
- 24:08of context that not only is quality and
- 24:10you have a flywheel system, but you have
- 24:12an organized second brain behind that.
- 24:14And I want to transition now, Adam, into
- 24:16some rapid-fire AI questions.
- 24:18>> Yes. Let me just Can I just add one more
- 24:20thought to what you just said?
- 24:21>> Yeah.
- 24:21>> Um, because like we talk we're talking
- 24:23about the second brain and knowledge
- 24:25base like, uh, on the company scale, but
- 24:28I'm working with clients now where we're
- 24:29doing department-level knowledge bases,
- 24:32right? And then there's sort of like a
- 24:34hierarchy and these knowledge bases can
- 24:36also have integrations with each other,
- 24:38right? So, I just wanted to throw out
- 24:40there that, you know, you don't have to
- 24:41think about it on a company scale. It
- 24:43could be a department scale, right? It
- 24:45could be an individual scale or a team
- 24:46scale, right? So, for those who are
- 24:49looking for business, right? You don't
- 24:50have to, you know, bite off the entire
- 24:52piece of of the company right away. You
- 24:55can come in with a smaller engagement to
- 24:58get your feet wet, to develop trust,
- 25:00um and something that could be a little
- 25:01bit more like manageable. So, I just
- 25:03wanted to throw that out there.
- 25:04>> Yeah, no, that's a really good point cuz
- 25:06like an SEO second brain is different
- 25:08than an accounting second brain.
- 25:09Although they could be intertwined
- 25:10somehow, but yeah, there's a big
- 25:12distinction there.
- 25:13>> And the magic for clients is when you
- 25:15connect different sources of information
- 25:17and discover new insights. That's where
- 25:19that the magic really comes.
- 25:21>> For sure. So, I want to just get into
- 25:23some quick rapid-fire questions here to
- 25:24conclude this. So, we heard the term
- 25:26prompt engineering, right? And now we're
- 25:28kind of moving towards loop engineering,
- 25:30but I've also heard the term context
- 25:32engineering, right? Is that a skill that
- 25:34actually matters?
- 25:36>> Oh, 100%.
- 25:37100%. Um and I think it's everything we
- 25:40talked about, right? I think a lot of it
- 25:42is managing the flywheel, right? It's an
- 25:44organism. It grows, right?
- 25:47Um and I think a lot of the uh skill it
- 25:51comes in in
- 25:53that piece of
- 25:55>> Next question I have for you. What is
- 25:56the one type of context that most people
- 25:58forget to include or companies?
- 26:01>> It's kind of like the opposite problem
- 26:02where like they provide too much, right?
- 26:04Where there's overload. That's That's
- 26:06the one of the biggest challenges that I
- 26:08have is that when I'm working with
- 26:10clients, they're giving me so much
- 26:11information that I sometimes have to
- 26:14clarify with them like, "Okay, we're
- 26:16overloading here. Not all of this can be
- 26:18true at the same time, right?" So, I
- 26:20know I'm not it's not a direct answer to
- 26:22your question, but it's really like the
- 26:25opposite in my experience that is the
- 26:26challenge. It's It's the overload of
- 26:28information, not the lack thereof.
- 26:30>> When you're fetching this context, are
- 26:32there certain AI models that work better
- 26:34than others? Like for me in my instance,
- 26:36why I'm asking this is that Gemini
- 26:37models historically have had a massive
- 26:39context window, right? Where sometimes
- 26:41you have the Sonnet, the Opus, the GPT
- 26:43models. Yes, the context windows are
- 26:45improving, but not as good as Gemini in
- 26:47certain areas of scanning like PDFs or
- 26:50long video transcripts. Like what AI
- 26:52models have you seen work best for this?
- 26:55>> Yeah, you know, to be quite honest, I
- 26:57will personally my preference is Claude,
- 27:00the Claude ecosystem. I am a fan of
- 27:03uh Soul in the brief time that I've been
- 27:04able to use it. But, [clears throat]
- 27:07the thing that I think really makes the
- 27:08difference is the orchestration,
- 27:11right? Because
- 27:12in the way that context is
- 27:14operationalized, I think that's where
- 27:17the uh real difference takes place
- 27:20because if you think about orchestration
- 27:23methodologies and in in a Claude
- 27:26scenario and in a Claude workflow, I'll
- 27:28have a orchestrator agent that might
- 27:32leverage sub agents for different jobs,
- 27:35right? And the sub and and I probably
- 27:38over index on this a little bit, but
- 27:40there's a method to the madness because
- 27:42I find that the sub agents who do the
- 27:44best works are the ones who have very
- 27:46limited access to the things that they
- 27:48don't need, right? So, I think what it
- 27:51boils down to is to get the best like to
- 27:55to operationalize the context in the
- 27:57best way for quality, efficiency, and
- 27:59consistency,
- 28:00it's about having a really good
- 28:01orchestration framework that knows how
- 28:03to use it.
- 28:05>> Yeah, that's a great point. Second brain
- 28:07as a service, do you think this is a
- 28:08real business with long-term potential
- 28:10or just a fad that dies in the next 6 to
- 28:1212 months?
- 28:14>> I think I think the um discipline is
- 28:17here to stay in one form or another. I
- 28:20do think that in some form it is going
- 28:23to be um durable as a service ongoing. I
- 28:27think, you know, who knows what the um
- 28:30you know, big players in the industry
- 28:32will introduce over time,
- 28:34>> Yeah.
- 28:35>> but again, you may not want to be
- 28:37hitched to one of their wagons to your
- 28:39detriment, right? So, I do think that in
- 28:41some form
- 28:43this is going to be a need. There's
- 28:46going to be a lot of value and a lot of
- 28:47impact that can be delivered with a
- 28:50second brain or knowledge base as a
- 28:52service, no doubt.
- 28:54>> For sure. Last question I have for you,
- 28:55I'm going to ask you to get your crystal
- 28:56ball out and make a prediction. Let's
- 28:58say 12 months from now, what is the
- 29:00number one way that you think AI second
- 29:02brains could change knowledge work that
- 29:04no one's talking about right now?
- 29:07>> Yeah, that's a great question. Really
- 29:09hard to think about. My instinctive
- 29:13thought goes to like the hidden insight
- 29:15piece, right? Where
- 29:17you know, connecting different parts of
- 29:19the company that are not typically
- 29:22connected can be synthesized for new
- 29:25information,
- 29:26more strategic intelligence, and
- 29:29unlocking doors that, you know, people
- 29:32might not have thought were unlocked.
- 29:34And I think that, you know, could happen
- 29:35today.
- 29:36But perhaps like 12 months from now,
- 29:39there's even further adoption of AI. Who
- 29:42knows what models will be working with
- 29:44and how advanced they are, but they're
- 29:46all going to need context, they're all
- 29:48going to need information.
- 29:50I can't think of that changing in any
- 29:52way. Um and I think, you know,
- 29:56there's likely going to be a lot of
- 29:58services. I We're already seeing There's
- 30:01already a lot of open-source and premium
- 30:03solutions out there that do some flavor
- 30:05of this.
- 30:06A lot of the context engineering
- 30:08solutions, which I think is
- 30:09in the same lane that I see out there,
- 30:12are very much targeting engineers and
- 30:15software development, not so much
- 30:16knowledge work. So I think there's
- 30:19um right now a
- 30:21opportunity and a gap for this delivery
- 30:24for non-software related
- 30:27practices.
- 30:29>> I liked your point about insights.
- 30:30Remember I made that example of the SEO
- 30:32and accounting thing before? You know,
- 30:34one thing in my brain that just kind of
- 30:36clicked is I know there's like
- 30:37proprietary information in accounting
- 30:39data. Don't get me wrong, but in order
- 30:41to rank effectively in AI search and
- 30:43traditional search results, you need
- 30:45unique context and data. So, I mean, if
- 30:47you're pulling in accounting data and
- 30:48maybe just generalizing it and finding
- 30:50trends and creating infographics to put
- 30:53in that content, right? These are just
- 30:55some ways my brain is spinning thinking
- 30:56about this because there are so many
- 30:58insights in someone's financial data or
- 31:01maybe internal data with usage or how
- 31:04people are using your platform if you're
- 31:06a product that you can incorporate into
- 31:08your content somehow as a unique
- 31:10>> Yeah.
- 31:11I have [clears throat] a a really good
- 31:12real-world example of this. I work with
- 31:13a client who they have a call center.
- 31:16And their call center is, you know,
- 31:18fielding calls from prospects and
- 31:20customers all around the country.
- 31:22And [clears throat] the call center
- 31:23typically operates in somewhat of a
- 31:25silo.
- 31:26Right? They're not really harvesting any
- 31:28insights or data from the transcripts.
- 31:30They use them for coaching, for Q&A, and
- 31:32that's really about it.
- 31:34And I'm working with them on a workflow
- 31:36to operationalize
- 31:38how they're managing their transcripts
- 31:40and and creating workflows to
- 31:42scale up how they can manage QA and
- 31:45coaching and all that kind of stuff.
- 31:47However,
- 31:48we're also deliberately focusing on what
- 31:51can marketing learn from this body of
- 31:53work, from all of these customer calls,
- 31:55from the language and the words they
- 31:56use, right? The you know, the obvious
- 31:59stuff like what are the trending topics,
- 32:01right? Is there seasonality, right?
- 32:02There's just so much that can be
- 32:04harvested now from
- 32:07>> [clears throat]
- 32:07>> this call center that the marketing team
- 32:10can then leverage, right? So, you know,
- 32:12when I say it out loud, it sounds a
- 32:13little obvious, but
- 32:15it's, [clears throat] you know, that's
- 32:16one of that's a real-world connection
- 32:17where those that connectivity was not
- 32:20there for this company in the past.
- 32:22>> All right, Adam, so this has been fun.
- 32:23Where can people follow you online to
- 32:25learn more about what you're doing with
- 32:26Second Brains and just all the other
- 32:28stuff that you're putting out in the
- 32:29internet?
- 32:30>> Yeah, you can find me at viableedge.com
- 32:33uh and viableedge on all of the
- 32:35platforms, YouTube, X, um Adam Sandler
- 32:39on LinkedIn, feel free to reach out.
- 32:41That's where I'm most active.
- 32:43>> Awesome. Well, I appreciate everyone
- 32:45who's made it this far into this edition
- 32:47of AI Rabbit Holes. Be sure to tune in
- 32:50again next time.
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