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.
Week of November 2, 2026
AI shifts labor identity from doing to owning
As AI commoditizes execution, the economic identity of workers is shifting from what they perform to what they control or own. The displacement is not just about job loss but about who captures value when intelligence becomes abundant.
- Knowing what to build now outweighs knowing how to build it
- Job titles increasingly describe assets owned, not activities performed
- Whether AI economic gains concentrate or distribute broadly remains contested
Longtime AI engineer can't find work and is now living in a car · @jgulden Essay argues AI economic gains will flow beyond Silicon Valley · @goodalexander What businesses outside AI labs strengthen as intelligence explodes · @businessbarista AI shifts job titles from describing work done to assets owned · @dabit3
Agents encode taste and begin to rewrite themselves
Agent capabilities are expanding from executing discrete tasks to encoding expert judgment and safely modifying their own architecture at runtime. New moats proposed for a post-AGI world center on depth of liquidity and agent network effects.
- Exo architecture separates a protected mechanism layer from an editable policy layer
- Encoding a designer's taste as an agent skill transfers judgment at scale
- Agent network effects and networked capital proposed as durable post-AGI advantages
AI agent swarm uncovers $787M in questionable government billing · @MattMickiewicz Networked capital and agent network effects emerge as post-AGI moats · @awrigh01 How Stageshow encodes a designer's judgment for agent UI work · @shannholmberg Stageshow skill helps agents produce production-grade UI visuals · @benjitaylor Exo lets AI agents safely rewrite their own policy at runtime · youtube.com
B2B distribution borrows the e-commerce playbook
B2B SaaS is adopting performance-based creator deals and high-frequency posting strategies long used by e-commerce brands. Treating content releases like product launches, with structured hooks, visual proof, and follow-up cadence, is emerging as a differentiator.
- Paid UGC remains underexploited as a B2B acquisition channel
- Posting frequency and viral reposts accelerate new account growth
- Operator taste and curation become moats when content generation is commoditized
B2B SaaS brands are hiring creators on performance-based ad deals · @lennysan Content engine template built around positioning, offers, and proof · @VibeMarketer_ High posting frequency and viral reposts drive X account growth · @LoganTGott Hook-to-close post template for driving views and bookmarks on X · @TheMaran Treat flagship content like a product launch to build buyer trust · @VibeMarketer_
Ownership compounds, trading underperforms over time
Patient ownership of superior businesses consistently outperforms active portfolio rotation, a principle that extends into venture where small debut funds are overrepresented among top performers. Moat quality, not deal frequency, determines long-term results.
- Debut and sub-$25M VC funds are overrepresented among top performers
- Moat taxonomy provides a framework for evaluating long-term compounding potential
Owning superior businesses beats trading a portfolio over time · @honam Markets vote short-term but weigh companies over the long run · @wquist Debut and sub-$25M VC funds are overrepresented among top performers · @credistick Taxonomy of Moats breaks down how companies build durable advantages · @HiddenMonopoly