Dylan Reider joined Crew Capital as its first investment partner and first hire, effectively growing from founding investor status alongside co-founders rather than joining an established platform, and brings an unusually deep public-markets software background from RBC's top-ranked analyst teams where he covered companies like Microsoft and Salesforce. He runs "Infinite Runway," a public investment memo stream where he writes detailed pieces on software moats and founder narratives, and advocates treating founder-led storytelling as measurable competitive advantage that converts into lower customer acquisition costs and stronger hiring.

• Tracking how AI is fundamentally changing software engineering and coding. Believes the broader market is underestimating this shift since mostly engineers are using these tools right now. As an example, regularly points to the rapid adoption of Claude Code and views coding as the primary use case for frontier models today.
• Valuing founder resilience and aggressive equity management. Openly praises entrepreneurs who push through inevitable hurdles like bad product launches or co-founder splits. Also deeply respects founders who maintain massive ownership stakes even in capital intensive industries, highlighting how Elon Musk managed to keep 42% of SpaceX as a prime case study.
• Identifying massive opportunities at the intersection of AI and cybersecurity. Sees AI as a completely new threat vector that gives nimble startups a wedge to capture enterprise budgets before giant incumbents like Wiz can react. Put this into practice by angel investing in Cotool to help them build an agent operating system for security teams.
• Urging product builders to develop a strong intuition for what AI models can actually do. Argues that spending time daily to build with these models is the only way to understand what they excel at today and what they will likely master soon.
• Predicting massive economic and structural shifts in the SaaS industry due to AI. Anticipates that building software with intelligence at the core will replace traditional technology models, driving down the cost of cognitive labor and inevitably causing widespread layoffs across legacy SaaS companies.