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 19, 2026
AI agents reshape commerce, discovery, and infrastructure spending
Autonomous agents are disrupting how users discover products, how marketplaces operate, and who pays for the underlying compute, forcing brands, exchanges, and capital allocators to rethink assumptions built for human-driven interfaces.
- Marketplaces face a binary: own the agent layer or cede it to cross-platform infra.
- Agent-optimized content architecture is emerging as a distinct discipline from SEO.
- Who finances the data centers and power plants agents require remains unresolved.
AI agents will force marketplaces to rethink search and discovery · @livjenkss New paper asks who will fund the capital AI infrastructure requires · @JesusFerna7026 New endpoints let AI agents monitor URLs for price changes cheaply · @tomosman IMessage agent researches stocks and monitors supply chains · @ecomerateHQ Companies blocking AI agents mirrors Open Banking wars of 2000s · @SeijinJung Brands need agent-specific optimization to win in agentic commerce · @SeijinJung Startup raises $9M to give AI agents unified web data API · @mynameisyahia
AI model economics compress toward inference margin and vertical products
Efficiency gains from open models like DeepSeek are handing inference providers margins above 90 percent, while frontier labs appear to be shifting revenue strategy toward proprietary vertical products rather than broad subscription growth.
- US token consumption has stalled, raising questions about the subscription ceiling.
- Labs building domain-specific tools up the stack may outgrow their API businesses.
- Junior technical hiring at leading labs has collapsed as verification replaces generation work.
DeepSeek gives inference providers 90%+ margins on compute · @zephyr_z9 AI labs to earn more from vertical products than subscriptions · @eriknewsha US AI model token consumption flatlines after months of growth · @AllVentured Nvidia captures $690B of 2027 AI capex while 499 others share $340B · @zerohedge Anthropic's junior technical hires drop from 27% to 9% of total · @ccatalini Profitable AI inference company trades below 3x projected 2027 revenue · @AustinBarack
Capital concentration distorts founder selection and exit outcomes
An outsized share of venture dollars flowing to a handful of firms and mega-rounds is filtering out bold founders who resist financialization games, while inflated valuations narrow the exit window for companies that do get funded.
- Pre-PMF investing rewards discovery skills that differ entirely from post-PMF access plays.
- Overfunding burdens operations and forecloses acquisition paths that would otherwise be viable.
- Unpolished online signals may be more reliable founder proxies than AI-polished pitches.
Bold founders go unfunded as VCs chase financialization games · @arian_ghashghai Conflating ambition with mega-rounds breeds scams, not startups · @bryce Pre- and post-PMF investing are fundamentally different games · @BraytonKey Raising too much capital burdens startups and limits exit options · @credistick VC firm uses unpolished online signals to find founders in AI era · @credistick Venture capital concentration leaves smaller firms squeezed out · @infoarbitrage
Equity distribution to citizens reframes philanthropy and wealth policy
Proposals to give children direct equity stakes in strategically important private companies signal a shift from tax-and-transfer wealth redistribution toward ownership-based models, with corporations potentially becoming primary welfare financiers.
- Crypto-pioneered airdrop mechanics are being adopted by traditional finance structures.
- Corporate equity contributions to savings accounts are posed as a wealth-gap remedy.
- Whether private ownership distribution reduces or entrenches inequality remains contested.
Corporate equity contributions to savings accounts could cut wealth gaps · @BoredElonMusk AI wealth could shift social welfare funding to corporations · @signulll Musk SpaceX share plan would give millions of children equity stakes · @_The_Prophet__ Musk plans to give one SpaceX share to every child in America · @tushar_jain Elon Musk plans to give a SpaceX share to every American child · @lay2000lbs