VC: Investing at Inception in the Age of AI Agents | Ed Sim (Founder & GP, Boldstart)

VC: Investing at Inception in the Age of AI Agents | Ed Sim (Founder & GP, Boldstart)

From The GTMnow Podcast by GTMnow

April 1, 2026 · 50 min

About this episode

Ed Sim discusses the current state of venture capital and startups in the age of AI agents.

Ed Sim has been a VC for 30 years. He's backed companies like Clay, Front, BigID, and Snyk. He writes What's Hot in Enterprise IT every single Saturday, 489 weeks in a row. And right now, he says this is the most exciting and terrifying moment he's ever seen in his career. In this episode, Max and Ed break down what's actually happening inside startups and boards right now, why the old playbooks are dead, and what separates the companies that will survive this AI shift from the ones quietly g...

People in this episode

Host: Max

Guest: Ed Sim

Topics covered

  • venture capital
  • AI agents
  • startups
  • investment strategies
  • technology trends

Keywords

  • venture capital
  • AI
  • startups
  • investment
  • technology

Mentioned in this episode

Organizations: Boldstart, Clay, Front, BigID, Snyk

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