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What’s 🔥 in Enterprise IT/VC #421
Thoughts from Goldman's PICC + optimism for 2025?
Nov 23
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Ed Sim
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What’s 🔥 in Enterprise IT/VC #421
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What’s 🔥 in Enterprise IT/VC #420
Why we wrote our largest initial Inception check of $12.5M in Tessl to build AI Native Software Development - what this means for Inception/seed fund…
Nov 16
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Ed Sim
9
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What’s 🔥 in Enterprise IT/VC #419
To believe or not to believe, that is the question - AI is eating software but will it also eat labor?
Nov 9
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Ed Sim
12
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What’s 🔥 in Enterprise IT/VC #419
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What’s 🔥 in Enterprise IT/VC #418
Who wins in AI? The Incumbent, the AI Native Startup, or...the Goldilocks Startup? The future is here: WORK BASED PRICING! No MORE SEATS - anatomy of…
Nov 2
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Ed Sim
15
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What’s 🔥 in Enterprise IT/VC #418
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What’s 🔥 in Enterprise IT/VC #417
What happens when hundreds of thousands of agents with read/write access run amok in an enterprise - "like hornets fleeing a nest" according to Bill…
Oct 26
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Ed Sim
13
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What’s 🔥 in Enterprise IT/VC #417
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What’s 🔥 in Enterprise IT/VC #416
8 years of What's 🔥 🙏🏼 - more on Palantir's model from services (FDE) to product and now product + some services + why every startup will have to…
Oct 19
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Ed Sim
15
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What’s 🔥 in Enterprise IT/VC #415
Old school enterprise sales + delivery needed to solve the last mile problem in the enterprise - yes, services needed!
Oct 12
•
Ed Sim
8
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What’s 🔥 in Enterprise IT/VC #415
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What’s 🔥 in Enterprise IT/VC #414
VCs giving 💰 back - dot.com vibes or AI vibes - will there be more or less $10B outcomes?
Oct 5
•
Ed Sim
13
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What’s 🔥 in Enterprise IT/VC #414
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What's Hot 🔥 in Enterprise IT/VC
Ed Sim's (@boldstartvc) weekly readings and notes on enterprise VC, software, and scaling startups
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