the inception fund. helping the bold start. first check for technical founders. Cybersecurity, AI infrastructure, physical AI, agents, the weird. since 2010

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boldstart ventures retweeted
This is what a real inference breakthrough looks like. 🔥 @Systalyze is now #1 on Artificial Analysis across every model configuration it entered. Gemma: 461 tok/s vs 109 for #2. DeepSeek V4 Pro: 274 vs 191. Systalyze is attacking inference as a full-stack systems problem — from model execution down through the hardware. It just works at blazing speed across very different models!
Replying to @systalyze
@systalyze is now #1 in output speed on @ArtificialAnlys, on every model we entered. → Gemma 4 26B: ~10× faster than Google → DeepSeek V4 Pro: 4× faster than DeepSeek → Muse Glimmer: 2.5× faster than Fireworks Try it via our OpenAI-compatible API: console.systalyze.com
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boldstart ventures retweeted
AGI isn’t the bottleneck. Trust is. Agents can already reason. The next unlock is dynamic identity and permissions at runtime - letting them act safely across the real world. Building that infrastructure is hard. And essential. That’s when agents go from demos → infrastructure. Watch this. 👇 from @ianlivingstone @KeycardAI
Ian Livingstone (@ianlivingstone) CEO of @KeycardAI says the biggest thing standing between today’s AI agents & true autonomy actually isn't intelligence.. “We have apparently AGI, but the real thing that stops us from having autonomous agents that actually work, like a self-driving car, is identity & access.” “Our systems weren't built for agents that are non-deterministic actors.”
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boldstart ventures retweeted
Must read. Hard infra used to take years to build and tune. Now an AI agent is helping take a production inference stack from first run to launch in two weeks...with 3.2× the throughput. Seeing improvements happen this quickly, this deep in the stack, should make you pay attention. Software infra moats that once seemed safe(r) are rapidly dwindling as well.
We’re sharing how GLM-5.3 helped build and optimize the inference infrastructure serving GLM-5.3-Flash. The system went from its first successful run to production readiness in less than two weeks, with end-to-end throughput tripling relative to the initial baseline. The key was dense feedback: local correctness tests, execution traces, microbenchmarks, and end-to-end measurements that enabled targeted hypothesis testing rather than reliance on aggregate performance metrics alone. z.ai/blog/glm-built-its-infe…
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boldstart ventures retweeted
Jev was two years in the making...and became an “overnight” success. Amid the insane race from $0 to $100M ARR, remember: hard things take time. Build something amazing and different, and you’ll make your mark. Plus, is AI starting to build the next AI? 🔥 whatshot.vc/p/whats-in-aiinf…
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Offense has agent swarms. Defense still has humans in a queue. Agents to keep up with agents. The generator can’t be the validator. Evo by @snyksec is that independent layer — already 60% of new deal volume and growing fast 📈. snyk.io/news/agentic-ai-secu…
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boldstart ventures retweeted
this is why Jensen wins no matter what - frontier labs buy GPUs and more open weight models sell more GPUs we know this is coming - own your intelligence but I'm seeing more and more enterprises stock up on GPUs - cost for sure but also data sovereignty but also opens up need to secure these systems - going to be a massive market beyond just hyperscalers and neoclouds - enterprises will need all the infra to manage, support and secure @lavaiodc @spectrocloudinc
Latham & Watkins buys Nvidia servers to set up in-house AI systems ft.trib.al/0CRKbBl
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boldstart ventures retweeted
This is why @Boldstartvc is the best
Founder pitches: less logical, more crazy 🤪 Show me the future, not just the next two quarters.
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boldstart ventures retweeted
When your startup can be livestreamed in 3 days, starting is the commodity. Enduring is not. Mitchell Hashimoto nails why: great founders have agency. They see the world as mutable, something they can bend toward what they believe. And when founders run out of energy, you end up with Bending Spoons buying you... Keep building the hard, hard thing 🔥 Read the latest What's 🔥 in AI/Infra/VC whatshot.vc/p/whats-in-aiinf…
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Big day at @clay! Doing it the Clay way $200m ARR now on wya to $24 with mission to double on… Very little cash burn 👀 More importantly the product velocity is off charts with Act III self learning GTM Proud investors from Inception 🚀!
Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation. Our mission is to grow every company to its full potential. To do that, we need to do 3 things ⬇️
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Typos $240M this year. LFG!
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boldstart ventures retweeted
Today we're opening early access to Agent Sessions: #observability for your AI coding agents. Capture, search, audit, and analyze every @claudeai Code, #Codex, and @opencode session, the way you already do for logs and traces. Support for any @OpenTelemetry #LLM harness is coming soon. grepr.ai/blog/agent-sessions…
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boldstart ventures retweeted
Self learning loops for more customers 👀 Many of the fastest growing AI companies use Clay including @AnthropicAI @OpenAI @stripe and many more! Congrats @clay team!! Excited for @Boldstartvc to continue investing from Inception!
Replying to @clay
@Clay just raised a $115M Series D at a $7.1B valuation. Now, more than 17,000 teams build on Clay, including Anthropic, SpaceXAI, Google, OpenAI, Stripe, Visa, UPS — and 80% of the Forbes AI50. @nytimes just broke the news, but the story goes far beyond the raise. AI is unleashing the biggest wave of company creation in history. Clay’s goal is to be the engine they use to grow. Clay is a self-learning revenue engine that figures out the best GTM play for your company, then runs it. We started as the company with the best data about other companies. Then we became the infrastructure to run campaigns across email, ads, and landing pages. Now we’re building agents that learn from every campaign, predict the next best action, and get better each time they run. Software engineers use coding agents to write code. GTM engineers now use growth agents to autonomously grow their companies. In 2023, we introduced GTME as a new role for people creating revenue systems with data, automation, and AI. Two years later, thousands of GTMEs are growing the world's best companies. They are gathering in nearly 100 Clay Clubs around the world, from Bangalore to Boston and Lahore to Lisbon. That’s why we’re proud to launch a $1M scholarship fund, helping more people enter the profession. @Wellington_Mgmt led our Series D, with participation from @sequoia, @stepstonegroup, @a16z Perennial, @MeritechCapital, DST Global, @CapitalG, @BoxGroup, @boldstartvc, @BloombergBeta, and @EvolutionEquity. A gracious thank you goes out to our customers, community, partners, team, and every GTM engineer shaping this with us. We are going to unveil the future of Agentic GTM at SCULPT on October 8. Stay tuned to see how to use AI to grow every company. 🖤🩵❤️💛
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boldstart ventures retweeted
glad more people are waking up to securing AI data centers + neoclouds. same complexity that took humans decades… agents can walk it in minutes. rogue agents as tenants, exploring BMCs, GPU fabrics, control planes at machine speed… and the security tools still sit in silos. @lavaiodc laying it out. read this. 🤯 lavahq.io/research/datacente…
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boldstart ventures retweeted
💪🏻 huge congrats on $115M Series D at $7.1B led by @Wellington_Mgmt. ♥️ @kareemamin @vxanand and the entire @clay team continue to reimagine what's possible with Act III Where GTM engineers run growth agents the way software engineers run coding agents… Customers like @AnthropicAI , @OpenAI, @stripe, @ElevenLabs @Visa all power growth with Clay! 🔥 up fro what's next and excited for @Boldstartvc to be partnered from inception!
Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation. Fundraises are good moments to reflect on our journey so far. Act 1 was aggregating the best data. Act 2 was building the GTM infrastructure (audiences, workflows, agents) to run any campaign on top of that data. Now we are entering Act 3: creating the self-learning revenue engine to grow every business. @Clay will predict the next best action for your business and help you take it. Sometimes, that might be a tweak to a subject line or ad copy. Other times, it might be a suggestion to change your marketing strategy, train your sellers differently, or even build a different product based on lost deal patterns.
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boldstart ventures retweeted
Super excited for Act III: a self-learning revenue engine powered by @clay 🔥 Not just automating GTM—learning what works and getting smarter with every run. Big congrats @kareemamin @vxanand and team on $115M Series D. We @Boldstartvc are proud investors since inception.
Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation. Fundraises are good moments to reflect on our journey so far. Act 1 was aggregating the best data. Act 2 was building the GTM infrastructure (audiences, workflows, agents) to run any campaign on top of that data. Now we are entering Act 3: creating the self-learning revenue engine to grow every business. @Clay will predict the next best action for your business and help you take it. Sometimes, that might be a tweak to a subject line or ad copy. Other times, it might be a suggestion to change your marketing strategy, train your sellers differently, or even build a different product based on lost deal patterns.
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agent auth is the gap between demos and production autonomy. task-scoped permissions, not static roles.
Auth for agents is the biggest remaining gap between cool toy and production grade autonomy. The permission problem is perpetuated by an age of human driven computing where static roles and broad scopes were sufficient - it doesn’t work for agents - permissions have to be task scope and contextual to the progression of the task. We’re solving this @KeycardAI
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boldstart ventures retweeted
💯
Auth for agents is the biggest remaining gap between cool toy and production grade autonomy. The permission problem is perpetuated by an age of human driven computing where static roles and broad scopes were sufficient - it doesn’t work for agents - permissions have to be task scope and contextual to the progression of the task. We’re solving this @KeycardAI
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boldstart ventures retweeted
and here's the discussion on the Post Money Podcast with Nilanjana Bhowmik @ConvergeVC We covered a ton of ground! • Why the last 20 years of cybersecurity may no longer matter • How autonomous AI agents change both attack and defense • Why “human in the loop” security may stop working • What we look for before writing the first check @etdurbin @ellenchisa • Why traditional customer diligence can fail at Inception • The rise of $50M–$100M Inception rounds • Why multi-stage VC firms are racing to invest first • How founders should think about AI markets that don't exist yet • The “copy-paste moment” for robotics • @Boldstartvc bets across cybersecurity, robotics and bioAI piped.video/watch?v=8pSnzY22…
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boldstart ventures retweeted
Happy Labor Day. Your “AGI” is working. 🤖 Okay, not quite - but we’re almost there. This week’s What’s 🔥: Astra, agents building simulations inside simulations, the future of work, and why AI could spark a massive entrepreneurship boom. Plus: cyber, robotics & bioAI. And a fun interview I did on the Post Money Podcast. whatshot.vc/p/whats-in-aiinf…
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