Sam Westfall retweeted
The labs making Harvey and Legora build connectors and features for their legal products.
Sam Westfall retweeted
Day 28/
Julius cooked harder than I thought.
Multi-machine orchestration has been achieved internally.
One thread, multi-model, multi-harness, multi-app, multi-os, multi-machine, multi-network.
We're just getting started :)
New in Claude for Legal: a gallery of ready-made artifacts for contract review, regulatory horizon scans, cite checks, and more.
Start from the built-in example, add your own documents and connectors, and share it with anyone across the business.
Sam Westfall retweeted
I get calls every week to professionalize a business before it's sold. And when your residential HVAC/plumbing/electrical business is on ServiceTitan, you get a higher offer. Why? Because every major private equity/franchise company runs on it, and it's easy to add new tenants to their enterprise stack. We're doing a couple of jobs right now where we're building a central pricebook and pushing it to tenants once it's done. Then we train the owners because, candidly, many don't know how to run an HVAC business. The return in revenue capture/profitability is off the charts good.
Private Equity investors want to see professionalization in HVAC, plumbing, and roofing companies they buy
✅ ServiceTitan 🚨 Paper
✅ Processes & KPIs 🚨 “What’s a KPI?”
✅ 5yr old Trucks 🚨15yr old Trucks
✅ Managers 🚨 Owner Dependent
PE doesn’t want a company that needs a huge investment go get it to the 21st century
If they do, it’s going to come at a discount to valuation
There’s real value in a professionalized business that doesn’t need a huge undertaking to integrate post close
Sam Westfall retweeted
Private Equity investors want to see professionalization in HVAC, plumbing, and roofing companies they buy
✅ ServiceTitan 🚨 Paper
✅ Processes & KPIs 🚨 “What’s a KPI?”
✅ 5yr old Trucks 🚨15yr old Trucks
✅ Managers 🚨 Owner Dependent
PE doesn’t want a company that needs a huge investment go get it to the 21st century
If they do, it’s going to come at a discount to valuation
There’s real value in a professionalized business that doesn’t need a huge undertaking to integrate post close
Residential HVAC/Plumbing EBITDA multiples
$1M EBITDA with 0% construction:
~9x - 10x (competitive auction process; rare)
~6x - 8x (Broad auction process; structure)
~5x - 6x (Off market; all cash)
~4x - 5x (Great off market deal)
<4x (Doesn’t exist or someone is lying)
Typically what I see is $1M EBITDA under LOI at $4.5M because the EBITDA is inflated and/or isn’t burdened for a go forward cost structure
If it’s legitimate, then the seller is leaving millions $ on the table
Sam Westfall retweeted
We’re glowing with excitement over the new MacBook Pro. You’ve gotta touch it to believe it.
Sam Westfall retweeted
So they pay you a $150K salary just to be a middleman between Claude and your boss?
Sam Westfall retweeted
saas is becoming free
give away the crm
give away the dashboard
give away the app
and charge for the agent that does the work
Sam Westfall retweeted
found the best way to learn history:
The History of Roman Empire: Every Year (in Minecraft)
0:00 The Kings of Rome
1:57 The Republic Takes Italy
5:55 Wars with Carthage
8:04 Expansion and Crisis
10:13 The Civil Wars
11:47 Augustus and the Principate
14:00 The High Empire
15:34 The Severans
15:53 Crisis of the Third Century
16:32 Diocletian and Constantine
17:55 East, West and the Fall
Sam Westfall retweeted
Can everyone please share this to all the course selling, web scraping grifters please
5/5 ⭐️; no notes
Sam Westfall retweeted
Don’t expect anything to be given to you, and don’t be surprised when it’s not…
HUNT
Sam Westfall retweeted
I know multiple HVAC companies who have hired full-time software developers
And are creating their own version of ServiceTitan
They have actually found it cheaper to go this route........
Wild world
Sam Westfall retweeted
My friend just got paid to help a company adopt AI
€800k engagement
I helped with the proposal (I changed "automation" to "agentic transformation")
He's already delivered 2 maturity assessments, 3 strategy decks, and 17 stakeholder alignment workshops
Has enough follow-up workshops booked to keep the transformation going for about 18 months
They are currently pre-code and pre-ROI
I urged him to run another readiness assessment instead of building the pilot, but otherwise I'm happy with his decisions so far
Love seeing enterprises take AI seriously
Sam Westfall retweeted
“Yeah, there are these companies called neoclouds. They buy GPUs from NVIDIA and then rent it back out to the hyperscalers. Where do they get money for the GPUs? Excellent question. Turns out they get the money from NVIDIA themselves, along with a bunch of private credit lenders whose loans are backed by the GPU itself. Elon just said all of them might go to zero soon. Anyways, what are you doing later tonight?”
Sam Westfall retweeted
AI consultancies are popping up like mushrooms after rain.
I asked ChatGPT what business to start in 2026 to make money fast. “AI automation agency” came back right under e-commerce.
Goes to show the market is splitting at both ends.
At the bottom, anyone with a $200 subscription can call themselves an AI agency. Check the LinkedIn profiles. Half a year ago, plenty of them were selling life insurance.
At the top, the model labs became services firms.
In May, Anthropic launched an embedded-engineering venture with Blackstone and Goldman Sachs, now called Ode.
A week later, OpenAI launched its Deployment Company with more than $4B behind it.
Then in September, Gartner predicted that 70% of enterprises will abandon agentic AI built by vendor FDEs by 2028. The reason: clients get trapped by rising maintenance costs and can’t change the systems on their own.
So there’s never been more AI implementation for sale, and some companies genuinely don’t need it yet.
You don’t need an AI partner for:
→ Getting your people to use AI. That’s training, certification and daily pressure, almost no engineering involved.
→ Automating marketing and operations content. A ChatGPT subscription in Work mode gets one person most of the way, and those tools get better every week. Don’t overspend here.
→ Prototypes. A $100 to $200 Claude subscription is the right tool for proving something works.
→ A custom platform for a team that doesn’t use AI yet. Have them run their own data through Claude first. You can’t build agents for people who don’t use them.
→ One AI system that runs your whole company. It doesn’t work. Agents coordinating with other agents hasn’t worked for a single Limestone client.
You do need one when:
→ A workflow lives on one person’s laptop. If it stops when they go on vacation, your operations run on their vacation schedule.
→ Something your business depends on has to survive model updates. That takes proper hosting, tests against known-good answers and regular checks for drift.
→ AI sits inside a product many clients use. One prompt shouldn’t let customer A read customer B’s financials.
→ An agent touches regulated data. Build it narrow and deep, one workflow at a time, with every tool on its own access level and every action traceable. Checking politically exposed persons against compliance data is one workflow.
→ A frontier model is overkill for the task. A small or fine-tuned open-source model does it for the cost of hardware. We run a 70-billion-parameter model on our own NVIDIA chips.
One rule applies either way: never vibe-code your ERP, accounting or CRM. Build on top of them.
Whatever you build above that line becomes the company’s asset. Own the code, own the tests, and make sure your team can run it without the people who built it.
If your vendor needs you forever, they’re a consulting firm with AI branding.
If they’re willing to earn your business every month, you might have an actual AI partner on your hands.
That's what we do at @LimestoneHQ.


























