Ed Sim

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Ed Sim

Ed Sim

@edsim

@boldstartvc partnering from Inception with bold technical founders building the autonomous enterprise, weekly newsletter: What's 🔥 IT/VC 👇🏼

Miami Katılım Ocak 2009
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Ed Sim
Ed Sim@edsim·
🔥 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. 🎥👇🧵
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Ed Sim
Ed Sim@edsim·
Your agents are shipping code faster than your SRE team can blink. Post-incident is already too late. @grepr_ai has built the first proactive AI SRE the agent era demands. Let's go 🔥 Congrats @jadtnaous and team!
Jad Naous@jadtnaous

Today, I'm excited to announce the industry's first proactive AI SRE agent with @grepr_ai. It works by finding novel behaviors in your environment and only asking an LLM to investigate those. By focusing on novel behaviors, we make applying LLMs on an entire stream of observability data possible. Read more: grepr.ai/blog/proactive…

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Aaron Levie
Aaron Levie@levie·
Had meetings and a dinner with 20+ enterprise AI and IT leaders today. Lots of interesting conversations around the state of AI in large enterprises, especially regulated businesses. Here are some of general trends: * Agents are clearly the big thing. Enterprises moving from talking about chatbots to agents, though we’re still very early. Coding is still the dominant agentic use-case being adopted thus far, with other categories of across knowledge work starting to emerge. Lots of agentic work moving from pilots and PoCs into production, and some enterprises had lots of active live use-cases. * Agentic use-cases span every part of a business, from back office operations to client facing experiences from sales to customer onboarding workflows. General feeling is that agentic workflows will hit every part of an organization, often with biggest focus on delivering better for customers, getting better insights and intelligence from data and documents, speeding up high ROI workflows with agents, and so on. Very limited discussion on pure cost cutting. * Data and AI governance still remain core challenges. Getting data and content into a spot that agents can securely and easily operate on remains a huge task for more organizations. Years of data management fragmentation that wasn’t a problem now is an issue for enterprises looking to adopt agents. And governing what agents can do with data in a workflow still a major topic. * Identity emerging as a big topic. Can the agent have access to everything you have? In a world of dozens of agents working on behalf, potentially too much data exposure and scope for the agents. How do we manage agents with partitioned level of access to your information? * Lots of emerging questions on how we will budget for tokens across use-cases and teams. Companies don’t want to constrain use-cases, but equally need to be mindful of ultimate token budgets. This is going to become a bigger part of OpEx over time, and probably won’t make sense to be considered an IT budget anymore. Likely needs to be factored into the rest of operating expenses. * Interoperability is key. Every enterprise is deploying multiple AI systems right now, and it’s unlikely that there’s going to be a single platform to rule them all. Customers are getting savvier on how to handle agent interoperability, and this will be one of the biggest drivers of an AI stack going forward. Lots more takeaways than just this, but needless to say the momentum is building but equally enterprises are acutely aware of the change management and work ahead. Lots of opportunity right now.
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Ed Sim
Ed Sim@edsim·
@Arnav_ct definitely not debating what and whether or not expansion makes sense, just pointing out that once you get big enough, eventually all worlds collide
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Arnav Bhardwaj
Arnav Bhardwaj@Arnav_ct·
@edsim Honestly it feels like a logical expansion for them cause they are selling connivence of building, I haven’t used anything simpler or intuitive than lovable, yes it’s not perfect but it’s intuitive enough to be usable, props to them for this tbh
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Ed Sim
Ed Sim@edsim·
fantastic release! We now have The Law of Agent Cannibalism: Get super successful → raise at a huge valuation → now you must expand into everything. Lovable went from app builder to data science, marketing & decks. Everyone’s eating everyone else’s lunch. When shipping new features costs near zero, every company becomes every company. And when switching costs are also near zero - who wins? Next few months gonna be interesting.
Anton Osika – eu/acc@antonosika

Introducing Lovable for more general tasks. Lovable has always been for building apps. Today it also becomes your data scientist, your business analyst, your deck builder, and your marketing assistant. This is a big step toward what Lovable is becoming: a general-purpose co-founder that can do anything. See examples below.

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Ed Sim
Ed Sim@edsim·
Going to far outnumber humans well before that and continue 📈 Also prime example of rewiring entire infrastructure to handle agent first instead of human first starting with authentication and authorization x.com/edsim/status/2…
Wall St Engine@wallstengine

Cloudflare $NET CEO Matthew Prince said AI bot traffic is on pace to exceed human internet traffic by 2027. Prince said AI agents can hit thousands of sites for a single task, creating much more load than a human user and putting new pressure on internet infrastructure.

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Ed Sim
Ed Sim@edsim·
@ianlivingstone god mode for agents is over - build with speed and security. What’s not to ❤️!
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Ian Livingstone
Ian Livingstone@ianlivingstone·
Incredibly excited to announce Keycard for Coding Agents - no more copy & pasting credentials or approving individual tool calls. Agents get task-scoped access, so you can stay in flow and actually build. You’re only pulled in when it matters. Yolo mode, without compromise.
Keycard@KeycardLabs

Your coding agents inherit your credentials and your permissions. No identity system in the stack can tell the difference between you and the agent acting in your name. Today: Keycard for Coding Agents 🧵

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Roshan Chandna
Roshan Chandna@roshanchandna·
@edsim Feels like everyone is converging on the same product
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Ed Sim
Ed Sim@edsim·
Right now every coding agent is running in full god mode. Your creds. Your perms. Zero guardrails. Human identity = one dimension. Agent identity = four: user, agent, runtime, task. Every credential short-lived, scoped to the exact tool call, and gone when the session ends. This is what real agent security infrastructure looks like.@KeycardLabs. 🔥 up to be investor since inception
Keycard@KeycardLabs

Your coding agents inherit your credentials and your permissions. No identity system in the stack can tell the difference between you and the agent acting in your name. Today: Keycard for Coding Agents 🧵

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Ed Sim
Ed Sim@edsim·
@crewAIInc + @NVIDIA NemoClaw = production-ready self-evolving agents! Orchestration + unbreakable sandbox security. Enterprise game changer!
João Moura@joaomdmoura

Your agent is only as trustworthy as the environment it runs in. So today we launch something new with @NVIDIA. AI agents have gone from prompt-and-response tools to autonomous systems that run for hours, write their own code, build their own tools, and learn as they go. The OpenClaw project earlier this year made this concrete, self-evolving agents that plan complex tasks, generate their own tools, and run continuous workflows. We built CrewAI for exactly this. Long-running multi-agent systems. Persistent memory. A dual-layer architecture where Flows handle deterministic control, and Crews handle reasoning. Developers get precise control over how much autonomy each part of the system gets. But here's what keeps coming up with enterprise teams. When an agent can install packages, write files, and generate its own tools, it can also do things you didn't plan for. Most agents inherit the full permissions of whoever launched them. Security checks are usually built inside the agent — so a self-evolving agent could, in theory, work around its own guardrails. This is the trust gap. The real reason most enterprise agent projects don't make it to production. CrewAI addresses a lot of this at the orchestration layer: guardrails, human-in-the-loop, and hierarchical task scoping. But orchestration alone can't close the full gap. You also need enforcement at the infrastructure level, below the agent, where the agent can't reach. That's why we're working with NVIDIA on NemoClaw. NVIDIA NemoClaw is an open-source stack that simplifies running OpenClaw always-on assistants safely, with a single command. It includes the NVIDIA OpenShell Runtime with three core capabilities: A sandbox for isolated execution — agents operate freely without affecting the host. A policy engine that evaluates every action at the binary, destination, and network level. A privacy router that directs inference to local or external models based on your enterprise policies. The critical design choice: enforcement happens at the infrastructure layer, not inside the agent's code. Even if an agent's logic changes unexpectedly, the runtime blocks anything that violates policy. Agents start with zero permissions. Every escalation requires human approval. Every decision gets logged. CrewAI handles orchestration. NemoClaw handles the secure runtime. Together, organizations can run powerful autonomous agents while maintaining real control over their infrastructure and data. We've powered roughly 2 billion agentic executions over the past year and work with more than 60% of the Fortune 500. NemoClaw's infrastructure layer closes the gap between what these agents can do and what enterprises need to trust them in production.

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Ed Sim
Ed Sim@edsim·
💪 Huge day for @trysurfai announcing $57M led by @Accel @pbotteri with existing investors Cyberstarts @giliraanan , and us @Boldstartvc doubling down. The era of "alert only" security is over. @trysurfai operationalizes the entire program, mapping business context to every asset to close gaps automatically. Every asset watched. Every gap closed. Every day. 🏄🏻‍♂️ This product video is a must-watch: 👇 Excited for the journey ahead!
Surf AI@trysurfai

Hello world. We just raised $57,000,000 raised to operationalize your enterprise security program with AI. Backed by Accel, Cyberstarts, and Boldstart Ventures.

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Ed Sim
Ed Sim@edsim·
Bottom up adoption key to turning your team fully agentic native
Praveen Neppalli@praveenTweets

Agentic software engineering adoption is on fire at @Uber. 1,800 code changes per week are now written entirely by Uber's internal background coding agent, and 95% of our engineers now use AI every month across all the tools we track. This is a real reset moment for engineering; it's one of the most exciting times to lead. This shift requires builders to be curious and hands-on. I’m incredibly lucky to be surrounded by a team that’s doing exactly that. The best part is that the strongest adoption isn’t being pushed top down from leadership announcements; it’s coming from engineers who are quietly experimenting, quietly shipping, and quietly pushing things forward. I love spending time with those engineers because there’s no substitute for being close to the work. Over the last few months, we leaned in hard, and the results have been phenomenal. The bigger shift: going agentic. 84% of AI users are now working with agent-style workflows, not just tab completion. Claude Code usage nearly doubled in 2 months (32% → 63%), while IDE-based tools have largely plateaued. Engineers are moving from accepting suggestions to delegating tasks. Even within traditional IDEs, ~70% of committed code is now AI-generated. Background agents are writing code autonomously. Our internal background coding agent went from <1% of all code changes to 8% in just a few months. There is zero human authoring. Engineers review and approve, but the code is written entirely by AI agents. The role of the engineer is shifting - from writing every line to architecting systems and reviewing AI-generated code. More to come from the @UberEng team in the coming days.

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Ed Sim
Ed Sim@edsim·
💪🏻 $26 billion investment for an open weight model is just what we need. Not all compute will go to big model providers. Enterprises need safe and high-performing alternatives for privacy, customization, cost, and more. The easy button is building all your skills and plugins on one model provider platform…but having one front door for all your AI is vendor lock-in. Now waiting to learn more about NemoClaw, Nvidia's enterprise answer to OpenClaw... Startups pay close attention - could be great partner for so many to build 🏗️ on this ecosystem.
Ed Sim tweet media
unusual_whales@unusual_whales

Nvidia will spend a total of $26 billion over the next five years building the world's best open source models, per Wired.

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