Top VC Perspective: Where Enterprise AI Is Headed
TechTarget, Tuesday, August 19th, 2025
Seed investor Ed Sim explains what current AI investment patterns mean for enterprise buyers.
In CXOTalk episode 928, Ed Sim of boldstart ventures joins industry analyst Michael Krigsman to discuss where enterprise AI is heading.
Sim, ranked the top seed investor in the Business Insider Seed 100, backs companies at the idea stage and sees the problems enterprises will hit in a year or two. The conversation covers model routing, open-weight models, agent access, and autonomous attack and defense.
Key points include enterprises moving toward dozens of models running side by side, granting agents access only at runtime scoped to the task, and treating cost per outcome as the measure for agent work.