# Ed joins Trends with Friends Podcast: Inside AI’s New VC Reality - boldstart ventures

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Ideas · 2025-08-10

# Ed joins Trends with Friends Podcast: Inside AI’s New VC Reality

![Ed joins Trends with Friends Podcast: Inside AI’s New VC Reality](/wp-content/uploads/2025/08/maxresdefault.jpg)

from [Howard Lindzon – StockTwits post](https://www.howardlindzon.com/p/new-trends-with-friends-episode-from-copilots-to-strip-mining-inside-ai-s-new-vc-reality-with-ed-sim)

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](/?utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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). 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 [$BYDDF ( ▼ 0.21% )](https://stocktwits.com/symbol/BYDDF?utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=new-trends-with-friends-episode-from-copilots-to-strip-mining-talent-from-start-ups-inside-ai-s-new-vc-reality-with-ed-sim-of-boldstart-ventures) vs [$TSLA ( ▲ 2.29% )](https://stocktwits.com/symbol/TSLA?utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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) , 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](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=0&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) Introduction and Guest Introductions
- ([2:59](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=179&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) The Landscape of Venture Capital and AI
- ([6:02](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=362&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) The Evolution of Blogging and Writing in Tech
- ([9:06](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=546&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) The Changing Dynamics of Investment Rounds
- ([11:56](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=716&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) Inception Investing and the Importance of Speed
- ([14:49](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=889&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) Navigating the Competitive Landscape in Tech
- ([18:41](https://youtu.be/tT1MHHa0yKg?si=Ds94csL7-FtVMpDx&t=1121&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) The Role of Distribution in Success
- ([20:49](https://youtu.be/tT1MHHa0yKg?si=i99ZJ-hTIwwTKi0l&t=1249&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) The Future of AI and Its Impact on Founders
- ([23:12](https://youtu.be/tT1MHHa0yKg?si=i99ZJ-hTIwwTKi0l&t=1392&utm_source=www.howardlindzon.com&utm_medium=referral&utm_campaign=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)) Challenges and Opportunities in the Current Market

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