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War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out
Plus, Muse gains on Instinct & crypto legislation stalled by Trump’s profiteering.
Sep 18
•
Jonathan Weber
,
M. Sriram
,
Cain Hillier
, and
Madeline Renbarger
18
4
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance
Our guide to the startups embracing AI for fintech and financial services
Sep 16
•
Madeline Renbarger
36
2
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk
Plus, Mistral’s pivot proves a head-scratcher & Ramp data hints at softening growth in AI spending
Sep 11
•
Tom Dotan
,
Jonathan Weber
,
Madeline Renbarger
, and
Cain Hillier
22
1
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures
Sources: After split with Ashton Kutcher, Guy Oseary’s firm is raising $300 million
Sep 10
•
Eric Newcomer
36
2
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit
Leaders from Brex, Synctera, Natural, and more are joining us in San Francisco on Sept. 29
Sep 8
•
Madeline Renbarger
44
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'The Dictator': Chamath Palihapitiya's Broken Professional Relationships
May 15, 2024
•
Eric Newcomer
129
1
8
What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes
Apr 6
•
Eric Newcomer
94
3
REVEALED: Lightspeed Venture Partners' Returns & Strategy from Confidential Fundraising Slides
Feb 13, 2025
•
Eric Newcomer
129
3
Sequoia, Founders Fund, USV, Elad Gil & Benchmark Top Venture Manager Survey
Jan 25, 2024
•
Eric Newcomer
59
1
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Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.
Plus, AI execs at the G20 summit & questions about the OpenAI/Hugging Face after-action report.
Sep 4
•
Jonathan Weber
,
Madeline Renbarger
,
Tom Dotan
, and
Cain Hillier
22
1
1
India Quotient Shows How the VC Power Law Can Make or Break a Fund
The firm had a homerun with ShareChat. It may not be enough.
Sep 3
•
M. Sriram
32
1
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.
Our guide to the up-and-coming names in AI shopping and payments infrastructure
Sep 3
•
Madeline Renbarger
45
2
3
Nvidia Is Carrying the AI Economy. Is That a Problem?
Plus, an urgent call for collective action on AI threats & Salesforce leads a SaaS comeback
Aug 28
•
Jonathan Weber
,
Tom Dotan
, and
Madeline Renbarger
17
2
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures
Town, the buzzy enterprise personal agent, is raising at $1 billion, sources tell us
Aug 27
•
Madeline Renbarger
and
Eric Newcomer
35
3
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs
Cursor & OpenRouter vindicate a specialized team approach to venture investing. Just don’t say roll-up.
Aug 26
•
Tom Dotan
44
Two Huge Exits Show the Power of a16z’s Megafund Model
Plus, the latest on OpenAI & Anthropic financials & the data center backlash builds.
Aug 21
•
Madeline Renbarger
,
Tom Dotan
, and
Jonathan Weber
26
1
3
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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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