Ed Sim
34 statements across 3 episodes · 10 bullish · 8 bearish · 1 people on the record · first statement Nov 30, 2015 by Ed Sim · said 23 times in 11 episodes since 2015 · across every show →
On the record as a speaker too: Ed Sim's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (16), Rahul Vohra (3), Guy Podjarny (2), Hussein Kanji (1), Adam Besvinick (1)
tap a year for its mentions
2025 1 mention in 1 episode
2023 4 mentions in 2 episodes 2 per episode
2022 3 mentions in 1 episode
2020 2 mentions in 1 episode
2019 7 mentions in 2 episodes 4 per episode
- 20VC: Superhuman's Rahul Vohra on How To Measure Product Market Fit, How To Construct A Process To Increase It & How To Implement A Strong Feedback and Reporting Cycle To Sustain It
- 20VC: Inside The Mind of A Leading LP: How LPs Evaluate New Fund Managers on Everything from First Meeting to Portfolio Construction To Fees and Carry with Lisa Edgar, Managing Director @ Top Tier Capital Partners
- every mention in 2019, scene by scene →
2016 2 mentions in 1 episode
2015 4 mentions in 3 episodes 1 per episode
- 20 VC 093: Where Is The Micro VC Market Going with Samir Kaji @ First Republic Bank
- 20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures
- 20 VC FF 025: Crowdfunding Gimlet Media and Why The Nature Of Startup Equity Is Changing with Erin Glenn, CEO @ Betaworks' backed, Quire
- every mention in 2015, scene by scene →
Everything said about Ed Sim, oldest first
Nov 30, 2015
Nov 30, 2015 positive
Nov 30, 2015 neutral
Nov 30, 2015 neutral
Nov 30, 2015
Nov 30, 2015 negative
Nov 30, 2015
Modern SaaS scales via marketing and inside sales, not field reps
“Instead of building a huge regional direct sales force, you know, Today you may bring on a marketing person to be a lead generation machine, right? And then you have built an inside sales force to kind of, you know, follow up on those leads, and then you bring…”
Oct 27, 2023 neutral
Oct 27, 2023 neutral
Oct 27, 2023 bearish
Oct 27, 2023 negative
Ed Sim: Startups raising $3M-$4M should avoid SAFE notes for priced rounds
“If you're doing a classic round of you're raising three to four million, I like to tell the founder that, hey, you should probably not do a series of safe notes here because you never really know what you own, especially in conversion. You want to actually do …”
Oct 27, 2023
Sim: Inception rounds split into discovery, classic, and Megatron jumbo tiers
“The point is the three rounds are, there's a discovery round, which my opinion is less than two million. So it's usually like maybe a first time founder exploring a new market. It would graduate to the next round, which would be a classic. And a classic round,…”
Oct 27, 2023
Oct 27, 2023 neutral
Oct 27, 2023 neutral
Ed Sim: Boldstart will split $8M–$10M seed rounds for exceptional founders
“The way that we've evolved now is that sometimes I have to play ball, Harry, right? Sometimes there are some exceptional founders where, okay, you know what? I will split. An eight to ten million dollar round for that exceptional founder, depending on what tha…”
Oct 27, 2023 positive
Sim: Optimal Modern Seed Venture Funds Must Be $150M to $250M
“I think a fund size between one 52 50 for doing this in a highly concentrated position with ownership and doing it in a way that allows you to write bigger checks after the discovery round to help a classic round, you know, raise a little more of an extension …”
Oct 27, 2023 negative
Oct 27, 2023
Oct 27, 2023 bearish
Oct 27, 2023 positive
Sim: Boldstart pushes down seed round sizes to test founders
“I'll lead you around now if you want three, but not at six. So they come back to us, you know, a few days later and like, you know what? How about four? And the reason I do that Harry is because I want to test them. I want to test them to make sure that they a…”
Oct 27, 2023 neutral
Oct 27, 2023 bullish
Ed Sim: Top Infrastructure Startups Still Raising Growth Rounds at $250M-$400M Valuations
“There's still pockets Of opportunity where people are going from one to three to four million in the infrastructure space that I see to 10 to 12 kind of on the forecast and they're still raising at two 50 to 400 now.”
Jan 10, 2024
Jan 10, 2024
Jan 10, 2024 bullish
Sim: Microsoft's AI leadership will drive cloud market share and H2 revenue
“Because of their lead on everything AI that they're taking market share on the cloud side. So I think that that's going to drive a lot of their business. And I'm hoping that by the back half of the year, you know, you start seeing some of the revenue numbers r…”
Jan 10, 2024 bullish
Jan 10, 2024 negative
Jan 10, 2024 bullish
Sim: Unicorns will acquire private startups to build platforms before IPO
“You're going to see more private to private as well. And the reason why that makes sense for a private company is because if you're a one product company, going back to the platform play, you're going to go, you're going to have to buy another product or two a…”
Jan 10, 2024 bullish
Jan 10, 2024 bullish
Sim: Great opportunities persist for investing in Israeli security and infrastructure startups
“I think that as people back away from Israel, cause they fearful of kind of what's happening there, I'm still seeing amazing teams there. And I think there'll be great opportunities to keep putting dollars to work in security and infrastructure deals in Israel…”
Jan 10, 2024 neutral
Sim: 2024 IPOs require cashflow breakeven, 30% growth, and Rule of 40
“If you're gonna go public, I think you've gotta be cashflow breakeven. I think you have to have, you know, 30% plus growth, which is probably what high growth is right now. You've gotta be moving towards a rule of 40 or 50 with slanted more towards growth than…”
Jan 10, 2024 positive
Sim: Boldstart's fastest-growing 2021 vintage startups are Israeli infrastructure companies
“We have over a dozen Israeli founding teams right now, and two of my fastest growing companies in fund five vintage 20, 21, which had, you know, funded inception to now from zero to about two million of ARR were both Israeli infrastructure companies.”
Jan 10, 2024 bearish
Sim: Apple edge AI developments will not generate meaningful revenue in 2024
“My short would probably be, I mean, just what everyone's looking at now is just Apple right now. I think Apple, You know, you've got an iPhone growth issue over there at Apple, but the one thing that gets me excited about Apple is the idea of machine learning …”