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.
The leverage inversion Jun 28, 2026 – now current era
Agent fleets compress team-to-output ratios, shrinking headcount while output scales, and the math of teams and capital resets around it.
Begins when scarcity talk gives way to leverage talk: agent fleets, teams shrinking while output grows, and venture math restructuring.
AI researchers near frontier favor a global capabilities slowdown · @danrobinson CUDA and GPU drivers still closed despite NVIDIA open source claims · @DavidSacks Anthropic engineer demos building self-improving agentic workflows · @0xMovez Open dev group building recursive self-improving agent harness · @martin_casado Subagents proposed to audit rollout history and suggest repo docs · @_lopopolo Debate flares over whether AI model distillation counts as theft · @bayeslord Nvidia backs open AI models as essential to global innovation · @JensenHuang Draw a graph, send to Codex, get working code in one step · @alex_frantic Cloud VMs let you run unlimited AI coding agents in parallel · @ryancarson Photon-1 imagination model learns computer use from video alone · @induction_labs