Ed Sim · 8 August 2026 · Additional Read

What’s 🔥 in AI/Infra/VC #510

Ed Sim, GP @ Boldstart

Ed Sim's newsletter roundup from Black Hat covers emerging AI security threats—agent swarms coordinating autonomously across infrastructure—and argues the security industry must build for compute-scale defense, not just today's threats. Also tracks model capability trends (Qwen, open weights), token economics, and infrastructure plays.

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Topics: AI (Horizontal) · Cybersecurity · AI Infrastructure

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