In this episode, I sat down with Boldstart Ventures Founder and GP
. Ed is also the author of "What’s Hot in Enterprise IT/VC,” which I’ve been reading for some time and strongly recommend checking out!We will dove into the intersection of Venture Capital, AI, and Cybersecurity.
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Ed and I started the conversation discussing boldstart ventures, their role as an inception fund and their recent announcement of a $250M fund for those building the “autonomous enterprise”
Ed and I explored how AI is having an outsized impact on the investment and venture landscape and why that is, with it poised to be the largest platform shift of our lifetimes.
Ed laid our his 5 P framework, for evaluating what teams/founders to bet on and back and what he’s learned through decades of investment experience and expertise.
One of his recent success stories was investing in Protect AI, which recently was acquired by Palo Alto for roughly $700M, with the news breaking around RSA. Ed discussed the origin story of Protect AI and what the acquisition signals for the cybersecurity and AI security market.
One paradigm unfolding right now is that between AI Native firms and Incumbents, and it is a race between speed of innovation and speed of distribution. We discussed how this race is and can play out and what will help determines who wins or loses.
We wrapped up the conversation discussing the rise of AI driven development with coding agents, copilots, and LLMs and the implications for the AppSec space.
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