Ed Sim · 12 September 2026

What’s 🔥 in AI/Infra/VC #515

Ed Sim, GP @ Boldstart

A curated feed of tweets and commentary on AI infrastructure, frontier models, AI spending trends, cybersecurity threats, and startup valuations—ranging from founder philosophy on building hard things to data on enterprise AI adoption and major fundraises in inference and agent infrastructure.

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

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