If you are a bold founder building the autonomous word or VC, this newsletter is for you. I’ve been an Inception Investor for over 30 years collaborating with founders well before they incorporate; helping them battle test and iterate those ideas, pre-sell some of the initial hires, and lead those rounds upon company formation so founders can run fast out of gates and not spend months trying to raise capital.
I’ve partnered with category-defining founders from inception, including Snyk, Protect AI (sold to Palo Alto Networks $700M), Kustomer (sold to Meta for $1B), Keycard, Spectro Cloud, BigID, Blockdaemon, Superhuman (sold to Grammarly), and SecurityScorecard. I also co-founded MState, an enterprise blockchain lab with IBM and Comcast that backed Fireblocks at inception. We invest where exceptional founders take us, and increasingly, that’s the infrastructure powering the autonomous world: AI infrastructure and models, cybersecurity, robotics like Generalist AI, biology like Topos Bio, and even mineral discovery. Having invested through the dot-com, SaaS, mobile, and cloud waves, I believe AI is the most exciting and consequential shift yet.
Every week, I’ll share the most interesting stories and tweets I’ve read along with my unfiltered notes and thoughts. Usually, I’ll start off with some preamble or short essay on company building or market observation. Much of this newsletter is geared towards helping founders scale startups, raise capital, and what’s 🔥 with new tech trends.
Here’s my AI-generated Welcome Video from Uare AI and you can find more
on myself @edsim and my firm @boldstartvc.
On enterprise AI and what’s ahead…
On the frontier labs and open weight models…
Practical advice for founders…
What’s happening in venture capital…
More on me and boldstart ventures…
On what’s next…
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