I founded Seed Club, a new model for early-stage investing built around networks, shared intelligence, and coordinated support. 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.
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The leverage inversion Jun 28, 2026 – now The judgment squeeze May 13 – Jun 28, 2026 The moat collapse Apr 23 – May 13, 2026 Algorithms reshape perception more than content moderation does Agentic infrastructure is now an engineering discipline Agents reshape dev workflows but not the need for comprehension AI economic value migrates below the model layer Open models are closing the frontier performance gap Intent-centric OS and data firewalls reshape platform power Agentic execution scales faster than verification or human adoption Deterministic orchestration outperforms emergent multi-agent coordination AI amplifies humans while expanding total work Agents compose, persist memory, and self-evaluate through traces New primitives create market categories impossible before Agentic infrastructure is becoming the primary value layer
July
AI intelligence remains costly, not free
June
Open models collapse closed AI pricing power
Agents restructure teams, roles, and software pricing
Judgment and verification become the scarce resources
May
Infrastructure displaces model quality as binding constraint
AI multiplies leverage while judgment stays scarce
Venture capital math is structurally fracturing
April
Jul 13
Jul 6
Jun 29
Jun 22
Jun 15
Jun 8
Jun 1
May 25
May 18
May 11
May 4
Apr 27
record begins · Apr 27 2026
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