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.
The moat collapse
Apr 23 – May 13, 2026Model capability turns into a commodity and every moat built on top of it erodes, sending value hunting for a durable layer to settle in.
Opens the record. The first weeks of curation are dominated by commoditization, eroding moats, and infrastructure emerging as the only durable layer.
Across 5000 founder meetings, relentless determination was the rarest success trait · @adamshuaib Harvey and Legora are token resellers exposed if labs go direct · @willchen500 AI-mageddon hits harder than SaaS because the moats are weaker · @scottbelsky World-changers pair relentlessness with conviction, and either alone is a curse · Joel John Half of Speedrun's startup evaluation weighs the team, not the product · Jon Lai Running out of money rarely kills startups, it just hides the real cause · arian ghashghai Venture's box-checking scale game would have rejected a young Bezos or Musk · Dan Gray VC argues endlessly because nobody agrees what its core terms mean · Dan Gray