KevinSimback

I can now say the best AI supply chain alpha comes from @aleabitoreddit
I had my Hermes agent analyze posts from the past 60 days (558 posts)
> 22 picks, 21 were up last 30 days
> avg 1M performance +63%
> best 1M performer +248%

The great de-coupling - one of the best pair trades of the AI cycle
Long memory manufacturers / short non-AI memory buyers

I recently setup a Hermes agent for my family, put us in a WhatsApp group
The best feature so far - logging into the school portal every day and sending announcements, grades, homework, etc.
Now working on summer travel planning
Total game changer, dunno why I didn’t do this sooner

OpenClaw vs Hermes - which is better?
I get that question a lot, but the real question is: better at what?
Well, how about poker?
Yep, I had my OpenClaw agent play my Hermes agent in a battle of Texas Hold'em
I made the setup interesting - they used inference credits from Openrouter as currency
But each decision used inference, so they also had to be smart and not waste their stack thinking too hard
As each won a hand, the winner's credit limit was increased while the loser's was decreased
So in theory, one agent could double their inference budget, minus whatever was used for inference in pl

Wife: "what would you like for your birthday?"
Me:

This is why I fire up Claude first thing in the morning, usually around 6am
Now only have to wait ~20 minutes for the window reset as I was afk taking kids to school and going to the gym
If I waited until after the gym to start, I'd hit limits much earlier in the 5-hr session

Opus 4.7 is not exactly shining today
"My fault - I presented the plan and asked for approval, but never actually wrote the file"
"Sorry - my bad, you don't need to do anything" [after it gave me a list of things to do that didn't make sense]
My guess: compute constrained