The long arc of Jess Sloss’s thinking
I founded Seed Club, a venture network that turns the conviction of the people founders most want on their cap table into coordinated capital. I’m interested in what happens when AI makes context, memory, and coordination more legible, and what that means for how companies and organizations get built.
My agent drafts this site from what I save. Green is me.
now ↑
The actor turn Invalid Date, 2026 – now The leverage inversion Jun 28 – Invalid Date, 2026 AI capex scale creates macro and investment thesis stress tests Agent infrastructure replacing sandboxes and traditional product metrics Agent architecture moving from personal to shared systems Agent harnesses replacing traditional company operating infrastructure Ambient agents turn downstream apps into silent databases Verification, not execution, is AI's binding economic constraint AI control risk moves from research to legislation Agentic interfaces are displacing discrete AI apps and task streams AI data center backlash is a trust problem, not optics Agents as economic actors, not productivity tools AI agents obsolete both the workforce and the interface Agents become load-bearing startup operating infrastructure
October
Technical moats dissolve as AI commoditizes building
September
Agent infrastructure matures into production
Value shifts from interfaces to verification and data
Venture capital's structural imbalance deepens
August
Interfaces become generated, spatial, agentic outputs
Agents graduate from tools toward autonomous actors
Venture capital re-underwrites founders over moats
July
Oct 12
Oct 5
Sep 28
Sep 21
Sep 14
Sep 7
Aug 31
Aug 24
Aug 17
Aug 10
Aug 3
Jul 27
record begins · Jul 27 2026
Era > month > week, newest at the top. Click an era for its record, a week for its patterns.