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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
Issues498Founded7 years agoLast Issue10 days ago
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Artwork for What's Hot \ud83d\udd25 in Enterprise IT/VC

Latest Issues

What’s 🔥 in Enterprise IT/VC #497

I spent a couple of days in Chicago this week with 50 CIOs, CTOs, and Heads of AI, from household-name enterprises across regulated, legacy-heavy industries. These weren’t AI tourists. They were the people responsible for making this stuff...

10 days ago
24
2

What’s 🔥 in Enterprise IT/VC #496

The world is moving so fast that sometimes when you take a step back and look in the rearview mirror, it’s hard to comprehend the moment we are now experiencing.

2 numbers got my attention this week.

First, AWS and the hyperscalers delive...

17 days ago
13

What’s 🔥 in Enterprise IT/VC #495

VCs love to talk about sourcing, picking, winning, and helping.

In the AI era, add one more: knowing when to exit.

Kenny Rogers had the VC lesson right in The Gambler: the hard part is knowing when the hand has played out.

Cursor may be...

24 days ago
16

What’s 🔥 in Enterprise IT/VC #494

The SaaSpocalypse debate rages on. Seat-based pricing dying. SaaS reduced to systems of record. Entire products vibe-coded away. Where I’ve landed: the core SORs with complex rule engines and embedded workflows - Salesforce, Workday, Servic...

a month ago
19

What’s 🔥 in Enterprise IT/VC #493

The discussions on how to go wall-to-wall with agent building and deployment across every organization continues every week. I’ve already written about this a couple of times in the last month from What’s 🔥 #488 (When Product Velocity Brea...

a month ago
31

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  • 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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