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 May 4, 2026
New primitives create market categories impossible before
Enabling technologies, from GPS to cryptographic receipts to multi-agent AI, each open a window to build categories that were structurally impossible before. Enterprise AI products and receipt-native economic instruments are two current examples of this dynamic playing out simultaneously.
- Proof of action as currency creates economic layers beyond existing financial rails.
- Supervisor-subagent-judge architecture is becoming the standard pattern for enterprise AI products.
- Early movers in platform windows capture disproportionate market position.
AI amplifies output and demand rather than replacing roles
Efficiency gains from AI increase rather than reduce demand for augmented roles, consistent with historical patterns of tool-driven expansion. The same dynamic applies individually, where AI leverage raises what a single person can produce in a given timeframe.
- Software engineering demand is rising alongside, not despite, AI coding tools.
- AI leverage can compress significant brand-building output into minimal weekly time.
- Displacement narratives miss the historical pattern of efficiency-driven demand expansion.