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The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
Plus, a look inside Leading the Future & a Thinking Machines Lab co-founder defects back to OpenAI
 • Jonathan Weber and Madeline Renbarger
Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit
CVAI will be back in San Francisco Thursday, Nov. 12
 • Eric Newcomer
High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Plus, corporate VC investment skyrockets & Mistral preps for its next phase
 • Jonathan Weber and Madeline Renbarger
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
The firm's 2015 fund has returned 2.0x DPI to investors, making it a top quartile fund
 • Eric Newcomer
Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event
Hear from Airwallex's Jack Zhang, Lead Bank's Jackie Reses, Faire's Max Rhodes, OnePay's Omer Ismail & more on Sept. 29.
 • Eric Newcomer
Help Us Improve Newcomer — Fill Out This Short Survey For a Chance to Earn Six Free Months
Please share your thoughts with us to enter a raffle for a free Newcomer subscription for six months.
 • Eric Newcomer
IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?
Plus, an emerging consensus on AI regulation & a big new fund for Greylock
 • Madeline Renbarger and Jonathan Weber
SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic
The 50-year-old firm had some lean years before scoring big on the AI leader & several other rising stars
 • Madeline Renbarger
Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order
Plus, new models from OpenAI, SpaceX & Meta fuel a major AI price war
 • Jonathan Weber and Madeline Renbarger
Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One
Plus, the tawdry saga of the Sam Altman movie & Meta makes a cloud play
 • Jonathan Weber and Tom Dotan
Hollywood's AI Anxiety on Full Display as Google's A24 Investment Draws Fire
The film purists' pushback against AI is understandable but misplaced
 • Tom Dotan
9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More
Watch the on-stage talks from our latest Cerebral Valley AI Summit
 • Madeline Renbarger
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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.
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