Newcomer

Newcomer

Home
Podcast
Our Summit Calendar
Cerebral Valley AI Summit
Archive
About
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings
Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI
 • Jonathan Weber and Madeline Renbarger
Founders Fund's New Media Play: Tech Celebrities Playing Mafia
Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.
 • Tom Dotan
New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion…
Apply to secure your spot for the summit on June 24 in London
 • Madeline Renbarger
Booming AI Revenues Boost Inference Startups to Decacorn Status
Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values
 • Madeline Renbarger and Jonathan Weber
‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs
Salesforce & Uber are among those investing heavily. A fierce debate is roiling the industry on when & how to measure ROI.
 • Tom Dotan
Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.
Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI
 • Eric Newcomer, Madeline Renbarger, and Tom Dotan
SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision
Big ambitions in space-based compute show the rocket-and-AI company's drive to dominate AI infrastructure for his own purposes — and for re-sale
 • Tom Dotan
The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire
 • Madeline Renbarger and Tom Dotan
Consumer Investors Say Their Category Isn’t Dead. It’s Different.
VCs are shifting their definitions to include coding assistants & other prosumer AI tools
 • Tom Dotan
13 Videos From the Cerebral Valley Voice Summit: Sierra's Bret Taylor, Wispr Flow's Tanay Kothari, MiniMax's Linda Sheng & More
Watch our panels from the first Cerebral Valley Voice Summit
 • Madeline Renbarger
Customer Support & Dictation Loom Large As Voice Startup Leaders Prepare for a World of Talking Machines
Voice models are a few steps behind text models but the industry is preparing for takeoff. Our takeaways from the Cerebral Valley Voice Summit.
 • Madeline Renbarger, Eric Newcomer, Jonathan Weber, and Tom Dotan
California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.
Plus, the data center push gets bumpy & Musk v. Altman gets lively
 • Jonathan Weber, Madeline Renbarger, and Tom Dotan
Newcomer
Newcomer
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Recommendations
View all 17
Upstarts Media
Upstarts Media
Alex Konrad
Core Memory
Core Memory
Ashlee Vance
The Pragmatic Engineer
The Pragmatic Engineer
Gergely Orosz
Lenny's Newsletter
Lenny's Newsletter
Lenny Rachitsky
Internal Tech Emails
Internal Tech Emails
Internal Tech Emails

Newcomer

AboutArchiveRecommendationsSitemap
© 2026 Eric Newcomer · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture