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  • New Trends With Friends Episode: From Copilots to Strip-Mining Talent From Start-Ups: Inside AI’s New VC Reality with Ed Sim of Boldstart Ventures

New Trends With Friends Episode: From Copilots to Strip-Mining Talent From Start-Ups: Inside AI’s New VC Reality with Ed Sim of Boldstart Ventures

With Ed Sim of Boldstart Ventures

Author

Howard Lindzon
July 24, 2025

Good morning everyone,

Michael Parekh and I are back from a summer break with a jam-packed episode of Trends With Friends featuring a longtime friend and inception-stage VC legend, Ed Sim of Boldstart Ventures. From the death of moats to the rise of AI-native founders, Ed breaks down the absurd speed of today’s startup landscape and why venture investors must now be part therapist, part operator, and part AI-optimist.

We cover why founders are ditching the old playbooks, how big tech is strip-mining startups for talent, and why infrastructure is the name of the game. Plus, deep dives into $BYDDF ( ▼ 0.77% ) vs $TSLA ( ▼ 8.2% ) , the “Autonomous Enterprise,” vibe coding, degenerate economies, and how Alpaca is building the brokerage rails for the rest of the world. I really enjoyed talking capital markets, startups, and where the next great returns will come from with Ed and Michael so have a listen on YouTube, Spotify or Apple.

JUMP TO THE GOOD STUFF:

  • (0:00) Introduction and Guest Introductions

  • (2:59) The Landscape of Venture Capital and AI

  • (6:02) The Evolution of Blogging and Writing in Tech

  • (9:06) The Changing Dynamics of Investment Rounds

  • (11:56) Inception Investing and the Importance of Speed

  • (14:49) Navigating the Competitive Landscape in Tech

  • (18:41) The Role of Distribution in Success

  • (20:49) The Future of AI and Its Impact on Founders

  • (23:12) Challenges and Opportunities in the Current Market

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.

Stocktwits, Inc. (“Stocktwits”) operates the stocktwits.com website and Stocktwits mobile device applications (the “Apps”). Stocktwits is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. Read the full terms & conditions here. 🔍

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