Episode Details

From the Ritz-Carlton in Dallas, George Wright III interviews Tucker Bern, who helps manage a complex family office spanning multiple industries and chose to focus on simplifying AI for real business use. Bern created Caddy, a locally installed “command center” built on Claude that uses a personalized intake to learn a user’s needs and then supports tasks like email triage, calendar/meeting prep with web research, diligence, reporting, workflow automation, and even software building, with about 100 built-in skills including an “auditor” to review and dry-run code. He shares examples of replacing tedious job-review work and helping a non-coder build a lead-scraping app in 2.5 days, emphasizing output gains beyond 20% without aiming to cut staff.

00:00 Get 20 Percent More

00:38 Show Intro And Guest

01:56 Why Focus On AI

04:02 Meet Caddy Platform

05:10 Setup And Intake

06:36 Real Workflow Wins

07:15 Skills And Auditor

08:20 Who Benefits Examples

11:49 Productivity Not Layoffs

13:49 Security And Ownership

15:26 How To Use Daily

17:48 Why You Must Adopt

20:49 Vision And Passion

22:15 Where To Learn More

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George Wright III

“It’s Never Too Late to Start Living the Life You Were Meant to Live”

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