Ed Sim · 15 August 2026 · Additional Read

What’s 🔥 in AI/Infra/VC #511

Ed Sim, GP @ Boldstart

The venture capital market has bifurcated into two extremes: inception-stage AI and infrastructure companies with exceptional founder pedigree, and scale-stage profitable businesses. Series A funding has largely disappeared, forcing mid-stage startups to reach profitability alone or risk permanent decline.

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Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

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