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He Sells AI Second Brains to Businesses (For $1000s) — Transcript

by Ryan Doser · 6,034 words · 932 segments · language en · Watch on YouTube

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  1. 0:00Welcome back to another edition of AI
  2. 0:02rabbit holes. This is a video series
  3. 0:04where we go down the endless amount of
  4. 0:06rabbit holes in artificial intelligence.
  5. 0:08It's then happy to have back on Adam
  6. 0:10Sandler. Now Adam is the founder of the
  7. 0:12viable edge where he builds AI powered
  8. 0:15second brains and knowledge systems for
  9. 0:18founders, agencies and marketing
  10. 0:19leaders. So Adam, it's good to have you
  11. 0:21back once again as you were on the
  12. 0:23podcast actually once before.
  13. 0:25>> Right. Yep, Ryan. I really appreciate
  14. 0:27you having me back. Congrats on
  15. 0:29everything you've been doing.
  16. 0:31Uh love all your stuff.
  17. 0:33>> Same to you as well, bro. So today we're
  18. 0:35going to be walking through your AI
  19. 0:36second brain setup, right? Second
  20. 0:38brain's kind of that trendy term we see
  21. 0:40everywhere now. Um but Adam, it's been a
  22. 0:42little bit since our first conversation.
  23. 0:44I first want to know kind of what's
  24. 0:46changed in what you're building with AI
  25. 0:48since we last talked.
  26. 0:50>> Yeah, it's a great question and you
  27. 0:53know, the second brain slash knowledge
  28. 0:55base has sort of like permeated a lot of
  29. 0:58my world because
  30. 1:01in the client engagements that I've been
  31. 1:03working on over time and I'm sure you
  32. 1:05have seen this in a lot of people
  33. 1:07viewing this have encountered this where
  34. 1:10you're working with a client and you
  35. 1:11want to build a workflow or there's some
  36. 1:13kind of project, but frequently I would
  37. 1:16run into a issue where the information
  38. 1:19that was needed to power this workflow
  39. 1:21or whatever it was was not easily
  40. 1:25accessible, right? And so there's always
  41. 1:28this bottleneck that I would encounter
  42. 1:30and
  43. 1:31uh you know, eventually it occurred to
  44. 1:34me that this should just be the first
  45. 1:36step, right? As part of an offering. And
  46. 1:38what that first step ends up being, if
  47. 1:41you want to do it correctly, is to
  48. 1:43develop a knowledge base or a second
  49. 1:44brain. Um right? I think these terms are
  50. 1:47somewhat interchangeable.
  51. 1:49Um and there's so many benefits to doing
  52. 1:52this uh both as a practitioner and from
  53. 1:55a client standpoint, there's a ton of
  54. 1:57value in it. And essentially, what this
  55. 1:59is is just, you know, collecting and
  56. 2:01aggregating and structuring relevant
  57. 2:04information um that is durable and then
  58. 2:07can be uh scaled in certain ways.
  59. 2:12>> I I'm pretty sure you hear stuff like
  60. 2:13this all the time, or where you talk to
  61. 2:14a prospect or someone and they're like,
  62. 2:16"Why I just want an AI agent, or I want
  63. 2:18this entire system to do everything for
  64. 2:20me, like a fractional CMO and da da da."
  65. 2:23But, it's like that is completely
  66. 2:24useless without some sort of second
  67. 2:27brain or context like you're describing
  68. 2:29behind the scenes. So, this needs to be
  69. 2:31step 1A or step 1B before we even move
  70. 2:34into any of this actual workflow
  71. 2:36building stuff. And people need to
  72. 2:37understand this.
  73. 2:39>> Yeah, that's correct. And, you know,
  74. 2:41there's there's a lot of um intrinsic
  75. 2:44benefits that I think uh clients,
  76. 2:46especially, are not necessarily thinking
  77. 2:49about. And the one of the biggest, in my
  78. 2:51mind, is that if you hitch your wagon to
  79. 2:55a knowledge base and not to Anthropic's
  80. 2:58ecosystem or OpenAI's ecosystem, you're
  81. 3:00not stuck there if suddenly that service
  82. 3:03becomes, for one reason or another,
  83. 3:06untenable for your business.
  84. 3:08Right? So, at the very least, it sort of
  85. 3:10unshackles you from one provider's
  86. 3:13ecosystem and allows you to travel to
  87. 3:16different ecosystems. It makes you
  88. 3:18portable to a degree, right? So, I think
  89. 3:20there's um a degree of security there,
  90. 3:23longevity, um and uh a way to
  91. 3:28uh just shore up your future when it
  92. 3:31comes to working with AI from a right
  93. 3:34>> And I think something a lot of
  94. 3:35businesses don't realize is they're
  95. 3:36sitting on a lot more context than they
  96. 3:38really understand, right? We're talking
  97. 3:40about all sorts of meeting transcripts
  98. 3:42that can scan back from Hopefully,
  99. 3:44you're they're using like a
  100. 3:44transcription service or taking meeting
  101. 3:46notes where they can just have that, or
  102. 3:48maybe even email chains or call
  103. 3:51transcripts if you're doing anything
  104. 3:52sales related, right? There is so much
  105. 3:54context that businesses are just sitting
  106. 3:56on that they just do not know how to
  107. 3:58leverage it. And so using a second brain
  108. 4:00is something that really any business or
  109. 4:02individual can come in and implement and
  110. 4:04then use that to improve their AI
  111. 4:06outputs moving forward. That's what I
  112. 4:08tell a lot of people.
  113. 4:09>> Yep, absolutely. And, you know, one
  114. 4:11thing that I think is a little bit of a
  115. 4:13a watch out in a trap is that
  116. 4:16you can have this huge body of
  117. 4:18information, this historical, you know,
  118. 4:21uh however you're storing it internally
  119. 4:23in your business,
  120. 4:24history of transcripts.
  121. 4:26A lot of that stuff is likely not
  122. 4:28relevant right now for what's happening
  123. 4:30in your business. So, part of the
  124. 4:32knowledge base or second brain is
  125. 4:35creating a flywheel-like system that can
  126. 4:38manage the information for you to keep
  127. 4:41it relevant, right? How is information
  128. 4:44being ingested? How is it being
  129. 4:46synthesized and processed? And how is
  130. 4:48older information or stale information
  131. 4:51being archived or pulled out of what's
  132. 4:54relevant right now, right? So, you know,
  133. 4:56there are a lot of dynamics to it, which
  134. 4:58I think is not something a lot of people
  135. 5:01are, you know, going to think about
  136. 5:03right away. It's not obvious.
  137. 5:05>> I love how you said flywheel system,
  138. 5:07right? So, in my case, this is why I try
  139. 5:09to create weekly content. It's not just
  140. 5:11so I can keep posting things out to
  141. 5:13YouTube and all the other platforms.
  142. 5:14There's a whole other strategy behind
  143. 5:16this, Adam. It's the context strategy,
  144. 5:18right? Where do you think I'm able to
  145. 5:19get all these social media posts and all
  146. 5:22this content on ryandozer.com? Well, a
  147. 5:24lot of that is taking all of this
  148. 5:26context from my past content on podcast
  149. 5:28episodes or maybe even podcast guest
  150. 5:30appearances that I show up on. So,
  151. 5:32there's a whole second strategy to just
  152. 5:34having a flywheel-type content system
  153. 5:37that's applicable to most businesses out
  154. 5:39there.
  155. 5:39>> Yeah, exactly. And there's a lot of
  156. 5:42things that this type of mechanism
  157. 5:45brings to a business that I don't think
  158. 5:47are necessarily standard or formal
  159. 5:51practices. For example, decision
  160. 5:53tracking, right? So, within a knowledge
  161. 5:56base, there's an opportunity to create a
  162. 5:58decision log. So, all of your high-level
  163. 6:01or high-impact decisions are captured
  164. 6:04and documented for reference, for
  165. 6:06history, for consistency, right? Uh in
  166. 6:09the a lot of the places that I've worked
  167. 6:11that I've, you know, I've been
  168. 6:13like been in the workforce for over two
  169. 6:15decades.
  170. 6:16Uh I've never really seen a business
  171. 6:18practicing the practicing that sort of
  172. 6:20thing with that with the level of
  173. 6:22specificity that you can enable with a
  174. 6:25knowledge base that's powered by an AI,
  175. 6:27right? So, you sort of you get all of
  176. 6:29the benefit that we talked about, plus
  177. 6:31you get this additional layer of
  178. 6:34detailed tracking and history, and you
  179. 6:37know, there's
  180. 6:39a much easier way for businesses to sort
  181. 6:41of reflect on past decisions, why those
  182. 6:44decisions were made, and understand how
  183. 6:47past decisions might apply to new
  184. 6:48business, right? So, there's that whole
  185. 6:50element of learning and progression that
  186. 6:53I think is somewhat unique.
  187. 6:56>> For sure. And you mentioned before that
  188. 6:57your context system runs on markdown
  189. 6:59files, right? I don't know if this might
  190. 7:01be a good opportunity to screen share
  191. 7:02and kind of show your second brain
  192. 7:04system, but while you're doing that, we
  193. 7:06hear these terms a lot like Obsidian and
  194. 7:09rag and vector databases and all these
  195. 7:11fancy terms, right? How can you like
  196. 7:14simplify this for the audience here? Do
  197. 7:16we need to even go down that path?
  198. 7:18>> The short answer is no,
  199. 7:20because markdown and for anyone who's
  200. 7:22watching who's not aware, it's just a
  201. 7:24another flavor of text file that has
  202. 7:27different formatting and works really
  203. 7:29well with AI, right?
  204. 7:31Um and
  205. 7:32you know, when you
  206. 7:34a knowledge base like at its most basic
  207. 7:36form is a folder of documents, right?
  208. 7:39But we need to put mechanisms in place
  209. 7:42for those documents to make sense in the
  210. 7:44context of each other, right? And that's
  211. 7:46where where some of the AI comes in and
  212. 7:48some of the systems and tooling comes
  213. 7:50in, right? But, you only really need
  214. 7:53markdown files because a lot of the
  215. 7:55businesses that a lot of small
  216. 7:56businesses simply don't have the amount
  217. 7:59of information that would necessarily
  218. 8:02require a sophisticated rag or vector
  219. 8:04database, right? So, I hope I'm
  220. 8:06answering your question, but like you
  221. 8:08don't really have to worry about the
  222. 8:10tech stack. Personally, I use Obsidian
  223. 8:12for my personal knowledge base because
  224. 8:15it's just it makes sense to me as an
  225. 8:18organizational system, right?
  226. 8:20Um and I followed the Karpathy method of
  227. 8:23wiki linking everything, which is really
  228. 8:25cool. And it you know, there's a huge
  229. 8:27benefit to that. Um but you don't need
  230. 8:29Obsidian, right? Uh Claude or ChatGPT is
  231. 8:33smart enough to enable that system on
  232. 8:36its own just by working with it.
  233. 8:39Um
  234. 8:39>> I'll tell you my vault quick. I'm not
  235. 8:41going to screen share my stuff, but I
  236. 8:43have it set up where every single time
  237. 8:45I'm in a conversation with Claude code,
  238. 8:47it automatically saves it into a nodes
  239. 8:50vault internally that I back up to
  240. 8:51Google Drive on a daily basis. And so,
  241. 8:54it's just this mountain of vault of all
  242. 8:56these markdown files that not only
  243. 8:58document like the key points from that
  244. 9:00conversation, but there is some wiki
  245. 9:02stuff going on and going back and forth,
  246. 9:04connecting to the Claude MD and agents
  247. 9:06MD and all that fun stuff. That's kind
  248. 9:08of like my rundown of my personal
  249. 9:11context second brain right now. I'm
  250. 9:13always tinkering around with different
  251. 9:14things and what I should do to improve
  252. 9:16on that.
  253. 9:17>> Yeah, yeah. And And one thing one
  254. 9:18example I really like that helps um
  255. 9:20demonstrate the value is the transcript
  256. 9:23thing that you mentioned, right? Like
  257. 9:25we're
  258. 9:26I'm sure you're on as many calls as I am
  259. 9:28or more per week, right? Collecting
  260. 9:30transcripts, you know,
  261. 9:32uh probably hundreds a month at this
  262. 9:34point or something like that, right? And
  263. 9:36when you want to reference a phone call,
  264. 9:39the AI, you don't necessarily want it to
  265. 9:41go and search through transcripts and
  266. 9:43read transcripts and fill up context,
  267. 9:44right? So, a knowledge base, when it's
  268. 9:47well maintained, can have a summary of
  269. 9:49the transcript on top where and then
  270. 9:52where detail is accessible if needed,
  271. 9:55right? And what's implied here is that
  272. 9:58the AI knows how to navigate your
  273. 10:01information, right? And the transcript's
  274. 10:03a perfect example. Because if I have
  275. 10:06what what we call hot context, which is
  276. 10:08relevant context right now, might be
  277. 10:10summaries of calls that I've had over
  278. 10:11the last 2 weeks, right? And if I need
  279. 10:14to understand a specific detail, I don't
  280. 10:17need to tell the AI where to find it
  281. 10:19because the knowledge base, when it's
  282. 10:21set up and has the linking system uh
  283. 10:24implemented, it can just navigate its
  284. 10:27way properly, right? Um and in practice,
  285. 10:31it kind of feels like magic. Right? In
  286. 10:33practice, you know, when I begin my day
  287. 10:35and I start working with Claude or Her-
  288. 10:37I'm using Hermes a lot these days. Um
  289. 10:41I don't have to explain anything cuz
  290. 10:42every system I use is hooked up to my
  291. 10:45knowledge base.
  292. 10:46Um
  293. 10:47>> the benefit of a knowledge base, like
  294. 10:48you talked about before, right? It's
  295. 10:50transferable across any AI system versus
  296. 10:52you get locked into ChatGPT or
  297. 10:54Anthropic, like that's no man's land at
  298. 10:57some point if you ever want to divulge
  299. 10:59from something else. But Adam, I think
  300. 11:00this is a good time. Why don't we go
  301. 11:02ahead and screen share kind of your
  302. 11:03system so maybe people can just get a
  303. 11:06better understanding of how you're
  304. 11:07thinking about second brains when you're
  305. 11:09doing all this.
  306. 11:10>> Yeah, so my background is in marketing
  307. 11:13and so um a lot of my clients and
  308. 11:16business engagements are marketing
  309. 11:18flavored. Um and so based on a lot of
  310. 11:21the work that I've done over the past
  311. 11:23year and change, I developed a
  312. 11:26online-based knowledge base for brands.
  313. 11:29But the
  314. 11:30the takeaway here is just sort of how it
  315. 11:32works, right? So,
  316. 11:35when you onboard a brand or when you
  317. 11:37there's always like an ingestion period,
  318. 11:39right? Knowledge has to get into the
  319. 11:41knowledge base somehow. Um and there's a
  320. 11:43lot of different methods for doing that.
  321. 11:45The method that I use for this is
  322. 11:47through a chat, an onboarding chat um
  323. 11:51that will scan your website. It will
  324. 11:54uh look at competitors. It will take any
  325. 11:56information that you want to give it.
  326. 11:57This This is already set up. So, this is
  327. 12:00what it looks like after you go through
  328. 12:01that. And on the right here, we have a
  329. 12:04visual knowledge graph. And what this
  330. 12:07does is
  331. 12:09give you a visual of the different
  332. 12:10relationships between the different
  333. 12:12pieces of knowledge in my knowledge
  334. 12:14base, right? So, these red guys are
  335. 12:17competitors. So, if I click Jasper,
  336. 12:19I can see all of the links where Jasper
  337. 12:22might be relevant to other pieces of my
  338. 12:24knowledge base. And my site just gives
  339. 12:26you some [snorts] specific information
  340. 12:29uh on how it relates to you from a
  341. 12:31competitive standpoint. But again, the
  342. 12:33takeaway here is
  343. 12:34>> for the audience, quick out of This is
  344. 12:36your own Vibe Coded app, correct?
  345. 12:38>> Correct. Mhm. Yep. This is on
  346. 12:41viableedge.com.
  347. 12:42Um it's a brand knowledge base for brand
  348. 12:45marketers who struggle with copying and
  349. 12:48pasting the same thing into their chats
  350. 12:51all the time and get inconsistent
  351. 12:53results when doing things like content
  352. 12:55creation.
  353. 12:56Um and one of the great things about
  354. 12:59this is that it's easily outputable,
  355. 13:02right? So, this all lives in the cloud
  356. 13:05and
  357. 13:06you know, there's a various methods
  358. 13:09which this information can be pulled out
  359. 13:11such as an MCP server, Claude
  360. 13:14instructions, an Obsidian vault even,
  361. 13:16even custom skills that could be loaded
  362. 13:18right into any chat as well as a Claude
  363. 13:21plugin, right? So,
  364. 13:23all of these different output methods
  365. 13:26ultimately um link back to the same body
  366. 13:30of information.
  367. 13:31And that information, I'll just
  368. 13:34my knowledge base is represented here in
  369. 13:36this list.
  370. 13:37So, if I pull up, for example, my voice
  371. 13:39and tone guide,
  372. 13:41here it is.
  373. 13:42And when I hook up my MCP to an external
  374. 13:45chat tool,
  375. 13:47it will just have this access.
  376. 13:49Right? So, if I were to open a a uh
  377. 13:51incognito chat uh hooked up to the
  378. 13:54server, and I could do that. I don't
  379. 13:56know if we want to spend the time on
  380. 13:57that. I don't have to give it any
  381. 13:59prompting at all. And I could also give
  382. 14:01it to um humans. I can give it to a
  383. 14:03freelancer, agency partner, and just
  384. 14:07like a knowledge base should, there is
  385. 14:10there are autonomous agents behind the
  386. 14:12scenes that are checking for things like
  387. 14:14brand drift. They're pulsing competitive
  388. 14:17updates and capturing um things that it
  389. 14:20might think are interesting or relevant
  390. 14:22for your brand, making recommendations.
  391. 14:24So, we talked about the flywheel. That
  392. 14:26flywheel is very much in effect here.
  393. 14:29You know, uh
  394. 14:30>> That's awesome. Yeah, you got the
  395. 14:31autonomous stuff going, too. So, anyone
  396. 14:33watching or listening to this that might
  397. 14:34be thinking to themselves, Adam, how do
  398. 14:36I make money from something like this,
  399. 14:38right? Is this something that someone
  400. 14:39could implement for businesses like you
  401. 14:41are? Or I guess what's kind of the the
  402. 14:43next game plan there?
  403. 14:45>> So, the the opportunity here, and I
  404. 14:48think this is one of the biggest
  405. 14:49opportunities in AI right now,
  406. 14:51especially for practitioners who are
  407. 14:53just getting going or trying to figure
  408. 14:55out what to do, um
  409. 14:57y- a lot of small businesses can benefit
  410. 14:59hugely from this knowledge base. So, if
  411. 15:01you know how to position it properly,
  412. 15:04you can really get a great foot in the
  413. 15:05door and set yourself up for an ongoing
  414. 15:09relationship, because once you have a
  415. 15:10knowledge base, building agents or tools
  416. 15:13on top of it,
  417. 15:15I don't want to say becomes easy, but it
  418. 15:16becomes much more straightforward.
  419. 15:18Right? So, you're setting yourself up
  420. 15:20for more business. So, when you engage a
  421. 15:23client or you find a small business that
  422. 15:25you want to work with,
  423. 15:27you know, a lot of businesses that I've
  424. 15:29worked with and and let me know if if
  425. 15:30this resonates. Like,
  426. 15:32most companies they're they're a mess.
  427. 15:33They're a chaotic mess. Their stuff's
  428. 15:35all over the
  429. 15:35>> and meager they are.
  430. 15:36>> Right? So, you can approach a situation
  431. 15:39like this or a prospect and say, "Not
  432. 15:41only am I going to get your knowledge in
  433. 15:43order, I'm going to clean up your
  434. 15:45information. I'm going to structure it
  435. 15:47for you. We're going to make you ready
  436. 15:50for AI. We're going to future-proof your
  437. 15:51business for AI readiness
  438. 15:54and you're not stuck with one provider."
  439. 15:57>> Yeah.
  440. 15:57>> Right? So, how do you scale this, right?
  441. 15:58Is this something where you just you use
  442. 16:00a Superbase and then you just kind of
  443. 16:01rinse and repeat different templates?
  444. 16:03>> Yeah, yeah. So, we talked about how you
  445. 16:05can just get started with Markdown.
  446. 16:07But, at a certain point, if you want to
  447. 16:09scale, Superbase or something like it is
  448. 16:12a great next step. Because I like
  449. 16:13Superbase because it's inexpensive.
  450. 16:16Obviously, it integrates really well
  451. 16:18with a ton of different platforms out
  452. 16:19there, good customer service,
  453. 16:22um and I've just had a great experience
  454. 16:25with it. There's other tools out there
  455. 16:26like Convex, which I really want to
  456. 16:28explore. Um
  457. 16:31so, with Markdown, when you're just for
  458. 16:33guess when you're first getting started
  459. 16:34with Markdown, it's very e- Well, again,
  460. 16:37I don't I hate using the word easy. It's
  461. 16:39straightforward to then migrate and step
  462. 16:41up to something like Superbase, right?
  463. 16:43So, with Markdown, the path to
  464. 16:45scalability is right in front of you
  465. 16:47already. So, that's why if you're not a
  466. 16:51a technical person or if you're just
  467. 16:53learning,
  468. 16:54you don't even need a stack to provide
  469. 16:57major value with something like a
  470. 16:59knowledge base.
  471. 17:00>> Here's another question I have, and I've
  472. 17:02often struggled with this part of it.
  473. 17:03So, I use Calendly for all my meetings,
  474. 17:06you know, call recordings, transcripts,
  475. 17:08etc. But, one thing Calendly still
  476. 17:10struggles with, they even have API and
  477. 17:12MCP, is they struggle with connecting to
  478. 17:15systems like Claude Code, where you can
  479. 17:16pull transcripts. Yeah, so you probably
  480. 17:18need been through this before, right?
  481. 17:20>> I use Calendly.
  482. 17:22So I use Calendly also.
  483. 17:24>> For people listening to this, I've done
  484. 17:25this before.
  485. 17:26Yeah.
  486. 17:27>> Sorry, I didn't mean to talk over you.
  487. 17:29Um
  488. 17:29it's funny cuz like Calendly, I set up a
  489. 17:31skill in Claude code
  490. 17:34that it um will go and use the browser
  491. 17:37control to pull down text files of all
  492. 17:41of the transcripts since the last time
  493. 17:43it captured transcripts. So basically
  494. 17:45like once a day I'll run this skill. It
  495. 17:47pulls all the transcripts down and has
  496. 17:49to use the browser control because
  497. 17:51there's no integration to pull
  498. 17:52transcripts from Calendly, which is a
  499. 17:54major frustration.
  500. 17:56Um and so like I think this is a
  501. 17:58stopgap. You know, maybe there's a if I
  502. 18:00have time, I might hunt for other
  503. 18:02solutions. Maybe Calendly will add that
  504. 18:04integration soon, who knows. But there,
  505. 18:07you know, sometimes you have to be
  506. 18:08creative and and work around certain
  507. 18:10things. And you know, with uh as AI gets
  508. 18:14better and if you've used um
  509. 18:17you know, 5.6 Sol's computer and browser
  510. 18:20use, it is phenomenal.
  511. 18:22So there's even some people out there
  512. 18:24who prefer browser use through chat GPT
  513. 18:29or computer use versus API because it's
  514. 18:32that fast and it's that good. Um so, you
  515. 18:36know, these are technically shortcuts,
  516. 18:38but you know, these are things that
  517. 18:40you're going to work around. Inevitably,
  518. 18:42there's going to be something that you
  519. 18:44have to work around.
  520. 18:45>> Right.
  521. 18:46>> And so getting a little bit scrappy,
  522. 18:48rolling up your sleeves and you know, uh
  523. 18:50having an arsenal to implement things
  524. 18:53like browser control and develop
  525. 18:55specialized skills
  526. 18:57um
  527. 18:58is definitely a skill that is going to
  528. 19:00help a ton for
  529. 19:03kicking up this kind of business.
  530. 19:05>> Yeah, so staying on this same topic of,
  531. 19:07you know, making money off of this AI,
  532. 19:09you know, second brain business, I guess
  533. 19:11what else should someone know? Are there
  534. 19:12certain types of industries that work
  535. 19:14better than others? How do you monetize
  536. 19:16this? Is it reoccurring? Is it a
  537. 19:17one-time AI second brain build? Like,
  538. 19:20talk about that a little bit.
  539. 19:21>> Yeah, so there's, you know, an when
  540. 19:25these engagements are beginning, there's
  541. 19:26a huge opportunity for an audit. And
  542. 19:30when when I mentioned how you can sort
  543. 19:32of clean up a company's knowledge for
  544. 19:35them and that's sort of like an added
  545. 19:36value, the audit can be focused on that,
  546. 19:39right? When you're um
  547. 19:41specking out a knowledge base, you do
  548. 19:44want to make sure that you are organized
  549. 19:46in terms of the kinds of schema that
  550. 19:48you're documenting, right? Uh because
  551. 19:50your client's not going to know that.
  552. 19:52And there are best practices and I do
  553. 19:55have some material that lays out
  554. 19:58um a baseline set of schema. There's
  555. 20:01seven different data points, basically.
  556. 20:04And this is usually enough to get going.
  557. 20:08One thing that I like to
  558. 20:10uh
  559. 20:11focus on with my clients is what is sort
  560. 20:13of like their core spine, as they say,
  561. 20:17right? This What is the one thing that
  562. 20:19everything else in the business sort of
  563. 20:21like ladders up to? And usually that is
  564. 20:23a goal or an objective, right? Something
  565. 20:26that is very high-level and impactful
  566. 20:27for the company.
  567. 20:29So, when you're kicking off this
  568. 20:30conversation, what you can say is like,
  569. 20:32"Okay, let's talk about your spine,"
  570. 20:34right? I wouldn't know if I would use
  571. 20:35that word, but, you know, how is what is
  572. 20:37the driving force of this company?
  573. 20:39Right?
  574. 20:40And that can be a conversation that uh
  575. 20:44generates an audit.
  576. 20:46And from this audit, you'll have a very
  577. 20:49clear scope of what the knowledge base
  578. 20:51looks like because the audit will have
  579. 20:53covered what's this company's knowledge,
  580. 20:56where is it, what's the spine, here are
  581. 20:58the recommended data points that go
  582. 21:00around it. So, you can use the
  583. 21:02opportunity for an audit to like do the
  584. 21:04map.
  585. 21:05And through the audit, you'll also
  586. 21:07surface a lot of disconnects, right?
  587. 21:10Because you have to be ready because
  588. 21:12knowledge is it's going to be messy.
  589. 21:13You're you're jumping into a messy pool
  590. 21:15and you got to clean it all up.
  591. 21:17>> Yeah.
  592. 21:17>> Um and the great thing is like it gives
  593. 21:19you an opportunity to say, "Hey client,
  594. 21:22did you know this and that?" Right? Like
  595. 21:24you might surface insights, you might
  596. 21:26surface connections that were not
  597. 21:29obvious, and you might surface things
  598. 21:31that are on fire, right? You might
  599. 21:33surface things that are outdated. Um
  600. 21:36>> [clears throat]
  601. 21:36>> with almost every client that I work
  602. 21:38with, it's like where the give me your
  603. 21:40brand guidelines. Oh, here's a brand
  604. 21:41guideline from 2020, 5 years ago. Here's
  605. 21:43another one from right? And so like
  606. 21:46the audit can sort of like help just
  607. 21:49scrub out all of the old stuff and have
  608. 21:51fresh stuff, right?
  609. 21:52>> Speaking of brand audit, you know, one
  610. 21:53thing I've actually found works better
  611. 21:55than most companies brand audits from 10
  612. 21:57years ago is you just either Firecrawl
  613. 21:59or Webfetch just scrape their website
  614. 22:02and just say, "Create me a detailed
  615. 22:03brand guide." And it's usually 10 times
  616. 22:05better than what they had 10 years ago.
  617. 22:07>> Yeah, and for for my clients, too, what
  618. 22:09I like to do now is I'll use Claude
  619. 22:11design and pull a style guide for them.
  620. 22:14And then I'll use that style guide to
  621. 22:17um
  622. 22:18you know, style and design all of the
  623. 22:20collateral for that relationship.
  624. 22:23>> Yeah.
  625. 22:23>> Um and when you get a little bit more
  626. 22:25experienced, you could build a UI for a
  627. 22:27knowledge base.
  628. 22:29And the and I don't want to like I I I
  629. 22:31hope I had no we're veering away from
  630. 22:33the question you asked a little bit. But
  631. 22:35with um Claude code in particular, and I
  632. 22:38I tend to work with a lot of clients who
  633. 22:40use Claude. Um and they just released a
  634. 22:44browser in Claude code desktop.
  635. 22:47And it's a great opportunity because if
  636. 22:50you are a practitioner and you're
  637. 22:51delivering workflows, including
  638. 22:53something like a knowledge base,
  639. 22:55there's an abstraction for people who
  640. 22:57are not as experienced with AI, right?
  641. 22:59You put a workflow go front of them and
  642. 23:00you you know, you put a chat box and
  643. 23:02you're just like, "Type {slash} this."
  644. 23:04Right? A lot of people are going to be
  645. 23:05confused because it's just not how
  646. 23:06people are used to working.
  647. 23:08>> Yeah.
  648. 23:08>> However, you can create a UI fairly
  649. 23:11quickly these days, right? And you can
  650. 23:13create a nice one with cloud design and
  651. 23:15one that's branded for your client. And
  652. 23:17think about how you might be able to
  653. 23:19make that into a workspace for a
  654. 23:21workflow.
  655. 23:23So, you can actually create a visual
  656. 23:25layer for the knowledge base.
  657. 23:27Effectively, it could be a markdown file
  658. 23:29browser.
  659. 23:30It could be a way for the client
  660. 23:32themselves to click through their
  661. 23:34documents, similar to how I showed the
  662. 23:36knowledge graph.
  663. 23:37There's a lot of free and open source
  664. 23:40packages out there that have knowledge
  665. 23:42graphs. So, you can just pull something
  666. 23:43down and implement it yourself into your
  667. 23:45own app, right? There's just so many
  668. 23:47ways that you can add value and leverage
  669. 23:50existing resources out there to really,
  670. 23:54um, you know, step up your delivery on
  671. 23:56this sort of thing.
  672. 23:57>> For sure. And the main takeaway with all
  673. 23:59of this is that most companies do not
  674. 24:02have a organized second brain, and
  675. 24:04that's what's going to differentiate
  676. 24:06people or organizations that the amount
  677. 24:08of context that not only is quality and
  678. 24:10you have a flywheel system, but you have
  679. 24:12an organized second brain behind that.
  680. 24:14And I want to transition now, Adam, into
  681. 24:16some rapid-fire AI questions.
  682. 24:18>> Yes. Let me just Can I just add one more
  683. 24:20thought to what you just said?
  684. 24:21>> Yeah.
  685. 24:21>> Um, because like we talk we're talking
  686. 24:23about the second brain and knowledge
  687. 24:25base like, uh, on the company scale, but
  688. 24:28I'm working with clients now where we're
  689. 24:29doing department-level knowledge bases,
  690. 24:32right? And then there's sort of like a
  691. 24:34hierarchy and these knowledge bases can
  692. 24:36also have integrations with each other,
  693. 24:38right? So, I just wanted to throw out
  694. 24:40there that, you know, you don't have to
  695. 24:41think about it on a company scale. It
  696. 24:43could be a department scale, right? It
  697. 24:45could be an individual scale or a team
  698. 24:46scale, right? So, for those who are
  699. 24:49looking for business, right? You don't
  700. 24:50have to, you know, bite off the entire
  701. 24:52piece of of the company right away. You
  702. 24:55can come in with a smaller engagement to
  703. 24:58get your feet wet, to develop trust,
  704. 25:00um and something that could be a little
  705. 25:01bit more like manageable. So, I just
  706. 25:03wanted to throw that out there.
  707. 25:04>> Yeah, no, that's a really good point cuz
  708. 25:06like an SEO second brain is different
  709. 25:08than an accounting second brain.
  710. 25:09Although they could be intertwined
  711. 25:10somehow, but yeah, there's a big
  712. 25:12distinction there.
  713. 25:13>> And the magic for clients is when you
  714. 25:15connect different sources of information
  715. 25:17and discover new insights. That's where
  716. 25:19that the magic really comes.
  717. 25:21>> For sure. So, I want to just get into
  718. 25:23some quick rapid-fire questions here to
  719. 25:24conclude this. So, we heard the term
  720. 25:26prompt engineering, right? And now we're
  721. 25:28kind of moving towards loop engineering,
  722. 25:30but I've also heard the term context
  723. 25:32engineering, right? Is that a skill that
  724. 25:34actually matters?
  725. 25:36>> Oh, 100%.
  726. 25:37100%. Um and I think it's everything we
  727. 25:40talked about, right? I think a lot of it
  728. 25:42is managing the flywheel, right? It's an
  729. 25:44organism. It grows, right?
  730. 25:47Um and I think a lot of the uh skill it
  731. 25:51comes in in
  732. 25:53that piece of
  733. 25:55>> Next question I have for you. What is
  734. 25:56the one type of context that most people
  735. 25:58forget to include or companies?
  736. 26:01>> It's kind of like the opposite problem
  737. 26:02where like they provide too much, right?
  738. 26:04Where there's overload. That's That's
  739. 26:06the one of the biggest challenges that I
  740. 26:08have is that when I'm working with
  741. 26:10clients, they're giving me so much
  742. 26:11information that I sometimes have to
  743. 26:14clarify with them like, "Okay, we're
  744. 26:16overloading here. Not all of this can be
  745. 26:18true at the same time, right?" So, I
  746. 26:20know I'm not it's not a direct answer to
  747. 26:22your question, but it's really like the
  748. 26:25opposite in my experience that is the
  749. 26:26challenge. It's It's the overload of
  750. 26:28information, not the lack thereof.
  751. 26:30>> When you're fetching this context, are
  752. 26:32there certain AI models that work better
  753. 26:34than others? Like for me in my instance,
  754. 26:36why I'm asking this is that Gemini
  755. 26:37models historically have had a massive
  756. 26:39context window, right? Where sometimes
  757. 26:41you have the Sonnet, the Opus, the GPT
  758. 26:43models. Yes, the context windows are
  759. 26:45improving, but not as good as Gemini in
  760. 26:47certain areas of scanning like PDFs or
  761. 26:50long video transcripts. Like what AI
  762. 26:52models have you seen work best for this?
  763. 26:55>> Yeah, you know, to be quite honest, I
  764. 26:57will personally my preference is Claude,
  765. 27:00the Claude ecosystem. I am a fan of
  766. 27:03uh Soul in the brief time that I've been
  767. 27:04able to use it. But, [clears throat]
  768. 27:07the thing that I think really makes the
  769. 27:08difference is the orchestration,
  770. 27:11right? Because
  771. 27:12in the way that context is
  772. 27:14operationalized, I think that's where
  773. 27:17the uh real difference takes place
  774. 27:20because if you think about orchestration
  775. 27:23methodologies and in in a Claude
  776. 27:26scenario and in a Claude workflow, I'll
  777. 27:28have a orchestrator agent that might
  778. 27:32leverage sub agents for different jobs,
  779. 27:35right? And the sub and and I probably
  780. 27:38over index on this a little bit, but
  781. 27:40there's a method to the madness because
  782. 27:42I find that the sub agents who do the
  783. 27:44best works are the ones who have very
  784. 27:46limited access to the things that they
  785. 27:48don't need, right? So, I think what it
  786. 27:51boils down to is to get the best like to
  787. 27:55to operationalize the context in the
  788. 27:57best way for quality, efficiency, and
  789. 27:59consistency,
  790. 28:00it's about having a really good
  791. 28:01orchestration framework that knows how
  792. 28:03to use it.
  793. 28:05>> Yeah, that's a great point. Second brain
  794. 28:07as a service, do you think this is a
  795. 28:08real business with long-term potential
  796. 28:10or just a fad that dies in the next 6 to
  797. 28:1212 months?
  798. 28:14>> I think I think the um discipline is
  799. 28:17here to stay in one form or another. I
  800. 28:20do think that in some form it is going
  801. 28:23to be um durable as a service ongoing. I
  802. 28:27think, you know, who knows what the um
  803. 28:30you know, big players in the industry
  804. 28:32will introduce over time,
  805. 28:34>> Yeah.
  806. 28:35>> but again, you may not want to be
  807. 28:37hitched to one of their wagons to your
  808. 28:39detriment, right? So, I do think that in
  809. 28:41some form
  810. 28:43this is going to be a need. There's
  811. 28:46going to be a lot of value and a lot of
  812. 28:47impact that can be delivered with a
  813. 28:50second brain or knowledge base as a
  814. 28:52service, no doubt.
  815. 28:54>> For sure. Last question I have for you,
  816. 28:55I'm going to ask you to get your crystal
  817. 28:56ball out and make a prediction. Let's
  818. 28:58say 12 months from now, what is the
  819. 29:00number one way that you think AI second
  820. 29:02brains could change knowledge work that
  821. 29:04no one's talking about right now?
  822. 29:07>> Yeah, that's a great question. Really
  823. 29:09hard to think about. My instinctive
  824. 29:13thought goes to like the hidden insight
  825. 29:15piece, right? Where
  826. 29:17you know, connecting different parts of
  827. 29:19the company that are not typically
  828. 29:22connected can be synthesized for new
  829. 29:25information,
  830. 29:26more strategic intelligence, and
  831. 29:29unlocking doors that, you know, people
  832. 29:32might not have thought were unlocked.
  833. 29:34And I think that, you know, could happen
  834. 29:35today.
  835. 29:36But perhaps like 12 months from now,
  836. 29:39there's even further adoption of AI. Who
  837. 29:42knows what models will be working with
  838. 29:44and how advanced they are, but they're
  839. 29:46all going to need context, they're all
  840. 29:48going to need information.
  841. 29:50I can't think of that changing in any
  842. 29:52way. Um and I think, you know,
  843. 29:56there's likely going to be a lot of
  844. 29:58services. I We're already seeing There's
  845. 30:01already a lot of open-source and premium
  846. 30:03solutions out there that do some flavor
  847. 30:05of this.
  848. 30:06A lot of the context engineering
  849. 30:08solutions, which I think is
  850. 30:09in the same lane that I see out there,
  851. 30:12are very much targeting engineers and
  852. 30:15software development, not so much
  853. 30:16knowledge work. So I think there's
  854. 30:19um right now a
  855. 30:21opportunity and a gap for this delivery
  856. 30:24for non-software related
  857. 30:27practices.
  858. 30:29>> I liked your point about insights.
  859. 30:30Remember I made that example of the SEO
  860. 30:32and accounting thing before? You know,
  861. 30:34one thing in my brain that just kind of
  862. 30:36clicked is I know there's like
  863. 30:37proprietary information in accounting
  864. 30:39data. Don't get me wrong, but in order
  865. 30:41to rank effectively in AI search and
  866. 30:43traditional search results, you need
  867. 30:45unique context and data. So, I mean, if
  868. 30:47you're pulling in accounting data and
  869. 30:48maybe just generalizing it and finding
  870. 30:50trends and creating infographics to put
  871. 30:53in that content, right? These are just
  872. 30:55some ways my brain is spinning thinking
  873. 30:56about this because there are so many
  874. 30:58insights in someone's financial data or
  875. 31:01maybe internal data with usage or how
  876. 31:04people are using your platform if you're
  877. 31:06a product that you can incorporate into
  878. 31:08your content somehow as a unique
  879. 31:10>> Yeah.
  880. 31:11I have [clears throat] a a really good
  881. 31:12real-world example of this. I work with
  882. 31:13a client who they have a call center.
  883. 31:16And their call center is, you know,
  884. 31:18fielding calls from prospects and
  885. 31:20customers all around the country.
  886. 31:22And [clears throat] the call center
  887. 31:23typically operates in somewhat of a
  888. 31:25silo.
  889. 31:26Right? They're not really harvesting any
  890. 31:28insights or data from the transcripts.
  891. 31:30They use them for coaching, for Q&A, and
  892. 31:32that's really about it.
  893. 31:34And I'm working with them on a workflow
  894. 31:36to operationalize
  895. 31:38how they're managing their transcripts
  896. 31:40and and creating workflows to
  897. 31:42scale up how they can manage QA and
  898. 31:45coaching and all that kind of stuff.
  899. 31:47However,
  900. 31:48we're also deliberately focusing on what
  901. 31:51can marketing learn from this body of
  902. 31:53work, from all of these customer calls,
  903. 31:55from the language and the words they
  904. 31:56use, right? The you know, the obvious
  905. 31:59stuff like what are the trending topics,
  906. 32:01right? Is there seasonality, right?
  907. 32:02There's just so much that can be
  908. 32:04harvested now from
  909. 32:07>> [clears throat]
  910. 32:07>> this call center that the marketing team
  911. 32:10can then leverage, right? So, you know,
  912. 32:12when I say it out loud, it sounds a
  913. 32:13little obvious, but
  914. 32:15it's, [clears throat] you know, that's
  915. 32:16one of that's a real-world connection
  916. 32:17where those that connectivity was not
  917. 32:20there for this company in the past.
  918. 32:22>> All right, Adam, so this has been fun.
  919. 32:23Where can people follow you online to
  920. 32:25learn more about what you're doing with
  921. 32:26Second Brains and just all the other
  922. 32:28stuff that you're putting out in the
  923. 32:29internet?
  924. 32:30>> Yeah, you can find me at viableedge.com
  925. 32:33uh and viableedge on all of the
  926. 32:35platforms, YouTube, X, um Adam Sandler
  927. 32:39on LinkedIn, feel free to reach out.
  928. 32:41That's where I'm most active.
  929. 32:43>> Awesome. Well, I appreciate everyone
  930. 32:45who's made it this far into this edition
  931. 32:47of AI Rabbit Holes. Be sure to tune in
  932. 32:50again next time.

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