Enterprise leaders are making AI commitments now, and their value depends on where the technology goes. The earliest view of that future belongs to investors who fund AI companies before a product exists. Episode 928 features Ed Sim, founder and general partner at boldstart ventures, who has been ranked the number one seed investor twice in Business Insider's Seed 100 and is an inception backer of Snyk and Protect AI. The conversation maps what current early-stage investment reveals about where enterprise AI is headed.
What we will cover:
- Where early-stage AI investment is flowing and what those bets predict for enterprise technology over the next three years
- Rented versus owned intelligence: when to rely on frontier model APIs and when to build specialized models from your own data
- What the rise of open-weight models means for cost, control, and vendor lock-in
- Security for the agentic era: how autonomous AI agents change enterprise risk, as seen through an investor's map of the security market
- The coming AI vendor shakeout and how to judge which startups will still exist in three years
- AI economics after the subsidy era: token costs, ROI per workflow, and what AI really costs at scale
Watch episode 928 with Ed Sim live on Friday, August 7, 2026, at 1:00 PM ET on CXOTalk. Subscribe for key takeaways from every episode and advance notice of live shows.
Episode Participants
Ed Sim is the founder and general partner of boldstart ventures, an inception-stage investor in enterprise software with more than $1.1 billion under management. This is his third appearance on CXOTalk.
Michael Krigsman is a globally recognized analyst, strategic advisor, and industry commentator known for his deep expertise in business transformation, innovation, and AI leadership.
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