HeyJaredWhat's Hot 🔥 in Enterprise IT/VC
Ed Sim's (@boldstartvc) weekly readings and notes on building and investing in our autonomous future - AI infra, enterprise tech, physical AI, and scaling startups
- Indexed issues, last 90 days
- 10
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- Sep 26, 2026
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- Jul 25, 2026
Latest issues
What’s 🔥 in AI/Infra/VC #517 (opens the original)
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As you know, I’m obsessed with agents for personal productivity, for work and beyond. Until the past couple of weeks there hasn’t been a leading consumer version that just works and is just easy to use and feels magical. Until Muse.Muse, Meta AI’s consumer agent, is a simply fantastic out-of-the-box experience. It solves a burning problem: users want their own personal agents without the complications. They just want an easy button. So easy that, well, you give it everything despite kno
What’s 🔥 in AI/Infra/VC #516 (opens the original)
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The talk of the week was Jev, launched by TypeSafe AI. Before diving into the what and why, all I want to tell you is that this team built in stealth for two years without letting anyone know. I know you see all those revenue charts like this one from Iconiq just published this past week and we all know VCs are obsessed with this growth which is insane! But I want to remind you that hard things take time to build and when they’re awesome and different, you can catch lightning in a bottle.<div cl
What’s 🔥 in AI/Infra/VC #515 (opens the original)
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Mitchell is an OG, the co-founder of HashiCorp, and now building a new company. In a world where it’s easier than ever to build, with more competitors and more noise, Mitchell nails the essence of winning: agency. I know, sounds basic, but 💯 true.<img alt="" class="sizing-normal" height="866.796992481203" src="https://substackcdn.com/image/fetch/$s_!AbKf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressi
What’s 🔥 in AI/Infra/VC #514 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!LzoS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4c5a441b-c056-48f0-bb83-e80af7bdec76_1672x941.png"
What’s 🔥 in AI/Infra/VC #513 (opens the original)
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Marc Benioff from Salesforce is a master salesman, and I was certainly thinking WTF when he showed up with Dario from Anthropic announcing Claudeforce, yes Claudeforce, which is really exposing all of Salesforce’s workflows through MCP.If you read the fine print, you can see where the value lies for SaaS system of record companies - it’s hard to have all of these rules replicated on the fly stochastically versus having them already deterministically set. As Marc says:Ironclad Governance — Zero D
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