On this Weekly Update of Trades Talk, Justin White unpacks Q3 planning at K&D, teases the K&D Operating System for the first time publicly, and announces he is stepping back from day to day so he can lead the next chapter as a true CEO.

Justin walks through the 90 day planning cadence that has now run 42 quarters without a miss, the hub and spoke design of the KD OS that sits between Aspire, QuickBooks, Predictive Index, Bloom, and Slack, and the non-negotiable vision that anchors it all: a $100,000 minimum wage by 2035.

In this episode, we cover:

• The 42-quarter planning cadence, why departmental sessions must follow the leadership session, and how alignment breaks the moment you skip a level
• The K&D OS reveal: a bespoke intelligence layer with a user experience that adapts to each teammate's Predictive Index profile
• Building an agentic community inside K&D: EST agents for career pathing, PI behavioral agents, and irrigation audit agents that generate proposals from Aspire data
• Justin's sabbatical, John stepping in as de facto CEO, Kendel White staying on as President, and the 2028 vision (Santa Barbara to Santa Clara, doubled revenue, dominant market position)
• The AI market outlook: Anthropic at a $47B run rate, a potential $2 to $3 trillion IPO, and Fable 5's usage credits kicking in July 13

Justin's biggest takeaway is simple. The billion dollar enterprise value, the IPO, the equity for employees, those are hopes. The $100,000 minimum wage by 2035 is the non-negotiable, and every operating system, every agent, every planning cadence is built to protect it.

If you are a trades operator thinking about how to actually institutionalize AI, planning cadence, or a founder step-back without losing the plot, this one is your playbook.

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