Ed Sim · 1 August 2026 · Investment Thesis

What’s 🔥 in AI/Infra/VC #509

Ed Sim, GP @ Boldstart

Ed Sim charts the emerging cybersecurity landscape in the agentic AI era, arguing that hyperscalers (not traditional vendors) will birth the next generation of security companies as autonomous agents create novel attack surfaces—and that founders must show vision for 18 months ahead, not just today's CISO demands.

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Topics: Cybersecurity · AI (Horizontal) · AI Infrastructure

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