What's Hot \ud83d\udd25 in AI/Infra/VC
Ed SimEd 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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What’s 🔥 in Enterprise IT/VC #506
Big week from the model labs as X, Meta, and OpenAI released new, super impressive models. That being said, what really caught my attention was the essay and mission statement from Mira Murati’s lab (ex-CTO OpenAI), Thinking Machines.
I’m...
What’s 🔥 in Enterprise IT/VC #505
Happy July 4th 🎆 and happy 250th birthday, America!
This weekend is all about celebrating independence with family and friends. It also feels like the perfect backdrop for one of the biggest debates emerging in enterprise AI: who actually...
What’s 🔥 in Enterprise IT/VC #504
Over the past year I’ve argued that AI models would become abundant while the value would shift to the software that sits above them. This week may have been the clearest evidence yet that we’re entering that world.
This wasn’t really a st...
What’s 🔥 in Enterprise IT/VC #503
So many lessons learned from Cursor’s meteoric rise and sale to SpaceX for $60 billion which became official this week. There are so many founders who tinker, tinker and tinker trying to create perfect in their own minds, but don’t get out...
What’s 🔥 in Enterprise IT/VC #502
I had the Grateful Dead playing in the background this morning, and these lyrics from “Truckin’” made me think about today’s venture market:
Sometimes the light's all shinin' on me
Other times I can barely see
Lately it occurs to...
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Founder @boldstartvc partnering with technical founders at inception to build the autonomous enterprise. Invests in cybersecurity, AI infrastructure, and physical AI — the foundational technologies powering the next era of intelligent systems
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