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
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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What’s 🔥 in AI/Infra/VC #515
Mitchell is an OG, the co-founder of HashiCorp, and now building a new company. In a world where it’s easier than ever to build, with more competitors and more noise, Mitchell nails the essence of winning: agency. I know, sounds basic, but...
What’s 🔥 in AI/Infra/VC #514
It’s Labor Day weekend in the US and a holiday to celebrate workers and the labor movement. It marks the end of summer, time with friends and family, recharging your batteries, and getting ready for a final Q4 push.
What better way to thin...
What’s 🔥 in AI/Infra/VC #513
Marc Benioff from Salesforce is a master salesman, and I was certainly thinking WTF when he showed up with Dario from Anthropic announcing Claudeforce, yes Claudeforce, which is really exposing all of Salesforce’s workflows through MCP.
If...
What’s 🔥 in AI/Infra/VC #512
As you know I’m obsessed with digital agents ranging from Chewbarka, my own OpenClaw bot to my latest foray into GrokBot which I highly recommend. But one thing we have to remember is that most of the world’s work still happens with hands,...
What’s 🔥 in AI/Infra/VC #511
The venture capital barbell has become extreme: the only rounds getting done are at Inception or at scale, with almost nothing in between.
In AI and software, I’m seeing two different buckets getting funded, but the requirements are ve...
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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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