Uncrowded Strategies #019: My AI now watches me sleep.

Hey, it's Gabriel.

These are my private notes this week on building wealth, raising my family, and my journey to break the generational patterns I inherited.

I gave my AI agent a heartbeat. Now it finishes the work before I ask.

For months, my agent Hermes read my second brain every morning. It went through everything tied to the company, my project dashboard, my Slack, my calendar, and surfaced the one thing that day with the highest leverage.

That was already useful. But there was a catch. Hermes told me what to do. I still had to go do it.

This week, that changed.

I built Hermes a heartbeat. Every one to two hours, it wakes up on its own, reads my goals, and asks itself a single question: “What can I do right now to move Gabriel closer to his goals?”

Then it doesn't just answer. It acts.

It now writes the first draft of that highest-leverage task. Yesterday, the draft was good enough that I launched it as is. I didn't touch it. The task wasn't just suggested. It was basically done.

This is where autonomous agents stop being a novelty and start being a multiplier. Picture every head of department in your company as an agent asking that same question every two hours, then doing the work without waiting to be told. Think about how fast a business moves when nobody is sitting idle waiting for the next instruction.

I will be honest, handing that much trust to a system took me a while. I kept it on a short leash for months. The week it earned the leash off was the week everything sped up.

This is exactly the build I walk people through inside Two Hour CEO Skool. Enrolment reopened, and there are 49 of 100 seats left before I close it again. I am keeping the number small on purpose this round, because I am personally answering every question inside the group. I want the bandwidth and the system to actually support everyone before I open the next round, and I genuinely don't know when that will be.

—>You can check it out here

The Uncrowded Take: An assistant waits to be told. An operator asks what matters, then does it. Build the second one.

We run a yearly AGM for our marriage. Almost nobody does.

Next week is our eighth wedding anniversary.

Like every year, Zoey and I are going away to review the entire year together. Not just a nice dinner. A proper review. It is almost an AGM for our marriage.

It still surprises me how many couples never do this. They run an AGM for their company. They sit through quarterly reviews at work. Then they go home and let the most important partnership of their life run with zero reviews, ever.

Running a household is no different from running a company. It needs the same honesty and the same regular check. Every year, we sit down and ask three things:

If your marriage matters more than your business, why is the business the only one that gets a yearly review?

I cannot recommend this enough. If you are married, give your marriage an annual AGM. If your family matters to you, it deserves at least the attention you already give your profit and loss.

The "Uncrowded" Move: Book one day a year to review your marriage as if it were the most important company you will ever run. Put it on the calendar before you finish reading this.

A memory company just hit a trillion dollars. That is the part that makes me cautious.

Two months ago, I flagged a RAM memory constraint in one of my previous emails. Back when the OpenClaw rush hit and Mac minis were sold out everywhere, the signal underneath was simple: memory was the bottleneck, and Micron was the way to play it.

Since then, Micron has surpassed a $1 trillion market cap. The stock is up roughly 8x in the past year, and close to 100% since April. Its entire 2026 high-bandwidth memory capacity is already sold out.

Here is the new problem I am sitting with.

Micron is, at its core, a cyclical commodity company. It sells memory. Memory prices go up, and they come back down. It does not have the kind of moat Nvidia has with its software lock-in. It is not a generation ahead of everyone else on the product. When the supply catches up, the cycle turns.

When a commodity company goes parabolic to a trillion dollars, history says be careful. I went back through my own investment notes on this, and the rhyme is the dot-com era of the year 2000. Cisco sold real routers into real demand. In March 2000, it briefly became the most valuable company on earth at around a $ 550 billion peak before the dot-com crash. The product was never fake. The price simply ran years ahead of reality. Cisco then took 25 years to climb back to that price.

So am I calling a crash next week? No.

The difference between the year 2000 and now is who is funding it. The dot-com build was funded with venture capital. Today's build is funded by hyperscalers, Microsoft, Amazon, Alphabet, and Meta, committing around 700 billion dollars in AI capex this year alone. That is close to double last year. That is real cash flow, not hype financing. For this reason, I think we are largely safe for the next six months or so.

But watch the warning signs. When Nvidia grows revenue by 85% in a year, by 20% in a single quarter, reports earnings on earnings calls, and the stock still falls, that is the market telling you everything is already priced for perfection. Twenty percent growth in a quarter is enormous, and it still was not enough. When perfection is the baseline, any small piece of bad news sends the whole thing lower.

So here is my actual plan. For the next six months, I am still bullish. After that, I intend to be cautious and start taking some profits off the table, somewhere in the region of 20 to 30 percent of my portfolio, to preserve buying power for the correction I think will eventually come. And I am already looking one layer underneath memory, because the next real constraint is power. That is where my attention is going next.

Signal vs. Noise: The noise is the trillion-dollar headline. The signal is that a commodity priced for perfection has no room left for bad news. A real revolution can still build a real bubble.

I started wiring my AI into my body, not just my business.

No new supplement this week. No new biohack. Something bigger started instead.

I began connecting Hermes to the rest of my life, starting with my health. Most people don't realize Whoop has an API. I wear the Whoop on my wrist, and it tracks my sleep, my recovery, and my daily strain. With the API, Hermes can pull all that data every morning, analyze it, look for trends over the week, and tie it together with my other health data.

That is a different proposition entirely. These agents are not only for running a business. They are turning into an operating system that can run your whole life.

I am right at the start of this build. I will keep you posted on what the data actually tells me once it has had a few weeks to run.

The "Uncrowded" Move: Don't just track your body. Hand the data to an agent that does something with it.

See you next week,

Gabriel Judah

P.S. Two-hour CEO enrolment is open again, with 49 of 100 seats left before I close it. I am capping it small this round so I can personally answer every question inside the group, and I don't know when the next round opens. Grab a seat here.