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What's Hot \ud83d\udd25 in Enterprise IT/VC

Ed Sim

Ed Sim's (@boldstartvc) weekly readings and notes on building and investing in our autonomous future - AI infra, enterprise tech, physical AI, and scaling startups

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Substack
PricingOnly free issuesPublishesWeekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

What’s 🔥 in Enterprise IT/VC #488

Agents unlocked engineering velocity we’ve never seen before. But here’s the problem nobody is talking about: the org hasn’t caught up.

8 days ago
14
1

What’s 🔥 in Enterprise IT/VC #487

This week should remind all of us of the power of narratives. I’m still blown away that a substack post which was more science fiction than reality from a little known research shop called Citrini took down the whole market. And it was so p...

15 days ago
14
3

What’s 🔥 in Enterprise IT/VC #486

Just wrapped 48 intense hours with LPs and GPs at the StepStone annual meeting. 600+ investors in one room comparing notes on what just happened and what comes next.

22 days ago
24
0

Authors

The writers behind this newsletter.

  • Ed Sim

    @boldstartvc true believer and partner from Inception for developer first, enterprise infrastructure, and SaaS founders, since Inception with Snyk, BigID, Blockdaemon, Protect AI, Superhuman, Kustomer, Security Scorecard...

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