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

from Howard Lindzon – StockTwits post

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 ( ▼ 0.21% ) vs $TSLA ( ▲ 2.29% ) , 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.