Newcomer | Substack

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

May 1 • Jonathan Weber, Madeline Renbarger, and Tom Dotan

Voice AI Investment Surges as Enterprise Applications Gain Traction

How Deepgram, Wispr & Abridge customers are using voice AI in their workdays

Apr 30 • Madeline Renbarger

A Top India Fund Shows One Path for a Different Kind of VC

Raising funds domestically in India is no picnic. Sudhir Sethi's answer has been returning cash faster, even if it hurts long-term returns.

Apr 29 • M. Sriram

Stakes Keep Getting Higher for the SpaceX IPO

Plus, Bill Gurley questions the supposed compute shortage & Bob Iger returns to Thrive

Apr 24 • Jonathan Weber and Madeline Renbarger

xAI's Move to Buy Cursor Shows the Promise & the Risks for AI Applications Startups

The $60 billion acquisition, with a $10 billion breakup fee, is a huge win for a16z, Thrive, and Accel

Apr 22 • Tom Dotan

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