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.
Week of August 3, 2026
AI agents obsolete both the workforce and the interface
Zero-employee companies are now operationally viable, and the graphical app layer is compressing as personal agents redirect human interaction toward voice and gesture. Harness reliability remains the binding constraint rather than the business model itself.
- All-in-one AI harnesses remain too brittle for complete workflow automation.
- Personal agents shift interaction from pull-based UI to micro-steering over audio.
Tech workers route salary into friends' pre-seed companies
Young operators are routing spare salary into friends' early-stage companies in $5-25k checks, forming a dense informal capital layer beneath institutional venture. Many bets fail, but the practice is treated as a portfolio, not charity.
- Social trust, not thesis, drives informal angel check-writing decisions.
- Failed bets are accepted as intentional portfolio losses, not mistakes.
- The informal layer operates beneath and independent of institutional VC.
Post-training and evals merge inside production AI systems
The boundary between building AI applications and improving AI models is dissolving. Post-training can now run inside existing production harnesses, and application-layer engineering roles are converging with evaluation design and RL environment construction.
- Eval rubrics and RL environments are becoming the core engineering artifact.
- Production harnesses can now host the model improvement loop directly.
VC's creative-destruction thesis erodes as incumbents keep winning
Venture capital built its brand on seeding companies that overthrew incumbents, but the last decade saw VC grow alongside Big Tech rather than against it. Individuals with direct access to exceptional founders are exploring solo GP structures as an alternative.
- Creative destruction as a VC value proposition is harder to defend now.
- Solo GPs with strong founder pipelines may outperform institutional early-stage funds.
- Open question: whether AI restores creative destruction or deepens incumbency.