Luke Shankula says it plain: "When someone says they're an expert at AI, they are a beginner at AI."
Luke is the founder of Loans On Demand and the creator of Direct Authority AI. He has used AI every day since 2023. In this talk, Dino and Luke go deep on one big idea. How to build a portable second brain, so any AI you use knows you from the first message, and you can switch tools without losing a thing.
Luke shows what goes in it. A soul file for who you are. A memory file. A now file for what you are working on. And an agent file the AI reads before it does anything else. He explains why you should never trust AI without checking it, and how to make one model challenge the other.
You will also hear The Round, with his morning, his best buy under $500, what he says no to now, his favorite books and his ethos.
Comment PORTABLE on any clip and we will send you the playbook.
Books mentioned: Shoe Dog — Phil Knight https://amzn.to/4tbgebm · Psycho-Cybernetics — Maxwell Maltz https://amzn.to/3NUh9x6 · That Will Never Work — Marc Randolph https://link.amazon/B0aExr1Df · Little Black Stretchy Pants — Chip Wilson https://link.amazon/B0cHz7eSN
Luke was also on Season 1. His first talk with Dino is here: https://www.dinokatsiametis.com/podcast/episode-47/
Views expressed are the individual's own and do not represent their employer.
The Way with Dino Katsiametis https://DinoKatsiametis.com/podcast/s2e13-luke-shankula/
#WhoCanWeServeToday
00:00 Welcome
01:43 Luke is back
02:58 Who is Luke Shankula?
04:10 Doing the wrong things faster
04:51 AI maturity, like spiritual maturity
06:54 Dunning-Kruger and the peak of Mount Stupid
08:16 "I'm an expert at AI" means beginner
09:30 Stand on the shoulders of giants
10:16 Do not relegate your thinking to AI
10:46 Today's masterclass: the portable second brain
11:07 Why a second brain inside one app is a prison
12:45 What a second brain is
13:07 The Write Like Me interview
14:21 Making it portable: a folder on your desktop
14:52 Soul, memory and the now file
15:35 The agent file: read before everything else
17:00 Dino's two DNA documents
18:36 Desktop or Google Drive?
20:35 Which tool for which job
22:47 What about Perplexity?
25:35 Step one: let the AI interview you
27:20 Talk, don't type
28:00 What if your AI goes out of business?
29:30 Read everything before it goes out
31:01 Be more authentic than the machine
32:35 Do not trust AI
33:28 It doesn't know loans, but it knows marketing?
34:00 Let one model challenge the other
35:00 It doesn't care if it breaks 17 things
36:15 Put the rules in your second brain
40:40 Two use cases for mortgage advisors
41:55 Never put NPI or PII into a public model
44:40 A compliance plugin that travels with you
45:38 Stop using trigger terms
46:20 A brand kit that lives in your second brain
47:15 Recap emails from recorded calls
48:40 A video for every stage
50:27 Most client experiences are unremarkable
51:20 Never Lose a Customer Again
52:00 What makes a producer referable
53:00 Dino's disclosure videos
55:55 "My initial thought is I hate it"
57:00 Cloned voices
1:00:40 A pre-approval with a wow factor
1:02:00 What Direct Authority AI does
1:02:30 The four pillars: visible, partners, efficient, skilled
1:03:00 Context engineering, explained
1:04:10 Bring your soul into your content
1:06:00 There is no secret button for leads
1:07:15 How to find Luke
1:07:46 The Round begins
1:08:00 First move of the day
1:10:15 Call, text or DM?
1:11:07 Best money under $500
1:12:45 Who do you steal ideas from?
1:14:15 What Luke says no to now
1:14:50 The do-over: the sunk cost fallacy
1:15:40 What works that nobody is doing
1:16:55 What advisors think works but is trash
1:17:23 Favorite book
1:19:35 Luke's ethos
1:21:00 Luke's next chapter
1:22:00 Care, cultivate, close
1:23:05 These are humans
1:24:36 The free playbook
Thanks for listening to "The Way With Dino Katsiametis"
For full show notes, links, and extra episode resources, visit dinokatsiametis.com.
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Learn more about Ethos Lending at ethoslending.com.
