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 October 12, 2026
AI restructures data, dissolving the tool-shaped workflow
Historically, humans bent their workflows to fit the structural demands of rigid software tools. AI can now structure unstructured data on the fly, inverting that relationship and allowing tools to conform to how people actually work.
- CRM, recruiting, and task management were all shaped by data-structuring constraints.
- The shift raises questions about which incumbent tool categories get rebuilt first.
- Local, no-code agent builds suggest the restructuring is already accessible.
Own consequential outcomes, not the cost of verifiable work
AI compresses the margins of any business paid to perform tasks whose completion can be objectively verified, while businesses whose value is tied to owning high-stakes outcomes remain defensible. The structural investment bet follows from this asymmetry.
- Verifiable-work businesses face direct margin pressure as AI automates execution.
- Outcome ownership is harder to commoditize than process execution.
- Two-tier early-stage structures may inflate valuations disconnected from this reality.
Personal agents eliminate friction and restructure economic behavior
AI agents that act on behalf of individuals, canceling subscriptions, completing tasks, navigating bureaucracy, are expected to unlock behavior that was previously too effortful for most people, with broad downstream economic consequences.
- Friction suppressed demand; removing it could unlock large latent markets.
- The open question is whether agents serve users or the platforms distributing them.
- Proactive, context-aware agents may matter more than user-initiated prompts.
Personal AI agents could end friction and reshape the economy · @saranormous Personal AI agents could end friction and reshape the economy · @noahrshinn AI feeds, not prompts, will dominate how billions use agents by 2027 · @nicbstme Most users will not prompt their way into agentic workflows · @nicbstme
Software democratization opens a kodak brownie moment
The ability for anyone to build software does not kill the craft but inaugurates a mass-creation era analogous to consumer photography. Elite skill remains meaningful at the top, while the total volume of software in the world is set to explode.
- Michelin-level craft persists even when cooking becomes universally accessible.
- First-generation mass builders will define what the explosion produces.
- Technical moats collapse, shifting defense to data, distribution, and networks.