Ed Sim

🔥 up to announce @boldstartvc Fund VII $250M to back bold technical founders building the autonomous enterprise. From Inception. Before the world believes. It always starts with an idea that feels insane… until it isn’t. 🎥👇🧵

If true, it highlights three things at once: physical AI and robotics are coming fast, foundational robotics models are incredibly hard to build, and improving Chinese open-weight models mean the eventual IPO winners will need a much more differentiated story than model capability alone.

just wait for the RFL...

Founders: more VC inbound ≠ time to raise. Go out on your terms, not ours. More on that in this week’s What’s 🔥 in AI/Infra/VC. Also pretty wild to see @Uare_ai turn the issue into AI-generated highlights in just a couple of clicks. One of the big opportunities ahead is using AI to capture expertise, context, and judgment, then make it reusable at scale. talk to me about this issue and more here: app.uare.ai/thought/c_21a6…

Founders: More VC inbound ≠ time to raise. Go out on your terms, not ours. My thoughts in this week's What's 🔥 in AI/Infra/VC 👇 whatshot.vc/p/whats-in-aii…

One of the most important and underappreciated ideas in AI right now: AI infrastructure security is different. AI infra spans GPU clusters, high-performance networking, schedulers, storage, training pipelines, inference endpoints, and increasingly multi-tenant environments. When that stack is compromised, the blast radius is far beyond conventional compute. This is why AI-native infrastructure security will be its own major category. Check out @lavaiodc Top 10 Data Center and AI Infrastructure risks written in collaboration from leaders at Dell, Nebius, Google, IBM and more...

Big congrats to @tenryfu, @SaaMalik, Gautam Joshi and the @SpectroCloud team on the $100M Series D. As AI moves from experiment to production, the bottleneck is no longer just models. It’s the infrastructure to run AI workloads reliably across data center, edge, sovereign cloud, and telco environments. Thrilled for @Boldstartvc to continue investing in this round and every round from inception. 💪🏼 the best is yet to come 👀

@shar1z 👋

@edsim Ed - so good to have you back in my feed again!!

Everyone’s racing to build AGI. And talk of displacing work with robots - but man, why don’t we have this - an autonomous backyard robot that can handle every type of dog 💩? Solid. Wet. Half-melted. Hidden in tall grass. Take my money. 😂🤖

"Mythos is making people pause to say, wait how much do I need to spend on cyber? They’re pausing on new deals until they know" implication - holy crap this is expensive - how often do i need to run this on what? no way i can afford to run this continuously - what are my options?

Founders please avoid the “forever” fundraising round Seeing too many times founders get happy ears when a number of firms reach out. Lots of this btw is automated. Usually a signal a competitor is raising Be able to discern the signal from the noise - perhaps its someone you’ve know for awhile itching to write a check but more inbound does not mean you’re ready Go out on your terms - make sure you have the story right and appropriate for your stage. Same goes for appropriate metrics Going out too early and not getting it done makes it look like there are issues when the only issue is you should have never gone out in the first place. It’s also a massive distraction when you could have spent a few more months building the product and metrics you need

@HarryStebbings Congrats. About time! 🇮🇱.

First term sheet signed for an Israeli company where 20VC is lead. 15% ownership. Two of Israel’s greatest operators. Mega market. True pre-seed. LFG.

Own your AI also extends to you - wrote more about it here in my weekly newsletter

💯 “If learning flows in only one direction, economic value converges toward the owners of the learning infrastructure rather than the creators of the knowledge itself. Therefore, it's imperative that we distribute the learning infrastructure to every firm so that they can control their own learning loop.”

@StonerCIips @RobLoCascio 😂

@edsim @RobLoCascio When you realize AI is just you explaining your own newsletter to yourself 😂🧠💻

My weekly newsletter What's 🔥 506 just dropped... and having a little fun with this using port co Uare.ai @RobLoCascio newco to summarize this newsletter which is all about "The Rise of Specialized Intelligence" You can chat with my AI here app.uare.ai/thought/c_d463… This will only get better as it learns from me and as the video and voice improve But truly, it read my newsletter and within minutes created this. Newletter and ability to chat with my AI in links below...and please build your own @Uare_ai

@ImSamHorton @RobLoCascio 🦾

@edsim @RobLoCascio "Intelligence you own" is the shift 💡 Early as always, @edsim 🔥

@DoctorYev 🦾

It’s happening

You can now chat (and earn) from any newsletter 🤩👇

What's 🔥 in Enterprise IT/VC #506 is here: whatshotit.vc/p/whats-in-ent…

@Yuchenj_UW @spectrocloudinc cooking something @SaaMalik

We desperately need a smart model router. 1. We’re seeing a model explosion: GPT-5.6, Grok 4.5, Muse Spark 1.1, GLM-5.2, and Fable 5 all launched within the past month. 2. Even for a single model family like GPT-5.6, there're 3 (Sol, Terra, Luna) and 5 reasoning-effort levels. That is far too many decisions for users to make manually. The best model should be selected automatically based on the task, latency, quality, and cost.

@alighodsi wow 2 years vs 2 decades

Gartner’s Magic Quadrant for Analytics and Business Intelligence (BI) is out, and Databricks was named a Visionary in our first appearance, the highest debut for any vendor in this MQ’s 20+ year history. BI has already changed. Anyone can drill from a signal down to the truth behind it and agentic loops make sure every answer has the full story. That’s where we're ahead with Genie and AI/BI. I use it every day to see the key signals, understand what changed and why, and decide what to do about it. Huge congratulations to the teams, and thank you to our customers.