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 18, 2026
AI amplifies humans while expanding total work
AI tools compress months of elite analysis into hours and multiply individual leverage, yet paradoxically generate new layers of judgment-dependent work. As autonomous agents approach job-execution capability, protecting human attention emerges as a design priority.
- Autonomous agents may execute full jobs with screen memory and local models alone
- Exceptional individuals gain disproportionate leverage as AI commoditizes routine skill
- Design is bifurcating between tools that capture attention and tools that protect it
AI automation creates more work for humans, not less · every.to An agent that watches you work for a week then does your job is shipping now · aaronjmars AI makes exceptional people more important by amplifying human judgment · unknown AI compresses months of Citadel-grade analysis into hours · @Bobbxu A new tool category is being built to protect attention, not capture it · @scottbelsky
Capital concentration strains venture's exit pipeline
Capital is concentrating in large firms expanding into seed while fewer specialists fund consumer startups. The structural question is whether concentration produces enough exits and distributions to sustain the ecosystem.
- Consumer seed has few active writers in 2026
- Largest firms expand seed activity without widening the real opportunity set
- Early forced exits may become the norm rather than long-term compounding
Non-consensus bets capture outsized returns in finance
The biggest returns in venture and crypto both trace to non-consensus positioning. In venture that means being an information bottleneck on unpopular facts, while in crypto the largest outcomes come from new financial primitives and genuinely novel concepts.
- Technical papers and old books are the least-competed signal sources
- Incremental crypto improvements face customer acquisition headwinds that erode returns