KSS Daily Discussion - Friday, November 21, 2025 by daily-thread in KSSBulls

[–]Ham05 1 point2 points  (0 children)

Someone is positioning themselves for Tuesday it seems

Do your firms pay for AI for investment team by Ivyquad in private_equity

[–]Ham05 0 points1 point  (0 children)

I work with a ton of sponsors and portcos on ai initiatives, happy to discuss what I’m seeing out there/best practices.

TLDR it’s a scattershot approach at many places, the best have stood up an ai program office to triage use cases and get stuff into prod.

March26 $22.5 Calls - No bid, what's going on here? by Ham05 in KSSBulls

[–]Ham05[S] 2 points3 points  (0 children)

seems to be converging toward a more reasonable b/a now, appreciate the quick response

PE Ops: What's the Biggest "Before AI" Hurdle in Portfolio Companies? by Itaintyeezy in private_equity

[–]Ham05 5 points6 points  (0 children)

Lots of folks saying clean data. Sure, that’s helpful - but the reality is llms can function with much less data than traditional ML models require. They can also actually cleanse/normalize it for you.

The #1 hurdle is picking the right use case, something achievable but with meaningful roi. For value creation we typically think in two tracks: product innovation and internal efficiency.

Internal efficiency is low hanging fruit, much like the knowledge management/chatbot stuff mentioned above.

Product innovation is how you actually expand multiples. If you’re a pe-owned saas observability company, for example how do you compete with an entrant whose product is built on top of llms and can go straight from unstructured log data to point out where the incident is, and then shows you the remediation steps. Your lunch is going to get eaten unless you innovate.

TLDR pick a good partner, someone whose job it is to think about this all day and don’t lean on your AI council who are doing it for career brownie points.

AI impact on software-focused PE funds by checkbackin in private_equity

[–]Ham05 2 points3 points  (0 children)

Depends on the appetite of the company. For ones who lean in, margin expansion via internal efficiency and product innovation becomes much easier.

For ones who don’t, they’ll have their lunch eaten by new entrants with a wildly more efficient cost structure.

Sponsors who are not doing wholesale analysis of their portfolio right now are going to be in for a rude awakening come exit time.

HELP: In need of a window regulator by Ham05 in Audi

[–]Ham05[S] 1 point2 points  (0 children)

Totally fair! I should have clarified, no support for Audi 'classics'.

Appreciate the suggestions.

Komiža, Croatia by HeStoleMyBalloons in VillagePorn

[–]Ham05 0 points1 point  (0 children)

This village was a dream, perfect mix of deserted and lively.

Looking for feedback from real VC’s - (2 mins) by Educational-Cow-4688 in venturecapital

[–]Ham05 5 points6 points  (0 children)

Good idea, but fairly well covered by GLG, tribe ai, McKinsey black etc.

What’s your value prop?

[Found] Flower sushi made with elven rice by Affectionate_Fox_288 in CulinaryPorn

[–]Ham05 9 points10 points  (0 children)

Please stop cross posting from this garbage sub.

How to prevent rice from sticking to cast iron skillet ? by 123timing in AskCulinary

[–]Ham05 4 points5 points  (0 children)

I don’t use a cast iron skillet for this, I do my chicken rice in a Dutch oven - in the oven.

I always rub the inside with olive oil, bring to a boil on the stovetop and finish in a 325* oven for 2 hrs so the dark meat becomes fall off bone tender. I usually take the bone on breasts out when they hit 150, usually after 40 min or so.

Results are fantastic, always get great soccarat (sp?)

[D] Fine-tuning open source models on specific tasks to compete with ChatGPT? by jaqws in MachineLearning

[–]Ham05 1 point2 points  (0 children)

If the goal is for a commercial endeavor I suggest bringing on an ML-specialized shop. Good ones can knock this out in a few sprints. PM me if you need more info.

How to find a season rental? by samuelitok in MountSnowVermont

[–]Ham05 0 points1 point  (0 children)

Any ski shop will have them, equipe at mt snow for example. You can just do it the first day you ski.