Newcomer

Newcomer

Home
The VC Directory
Cerebral Valley AI Summit
Podcast
Archive
About
Martin Casado Isn't Backing Down. You Can't Ignore the VC Consensus.
Plus, former congressman Will Hurd talks the defense-tech boom
 • 
Eric Newcomer
 and 
Madeline Renbarger
Is Venture Broken? With Beezer Clarkson
A recording from Eric Newcomer's live video
 • 
Eric Newcomer
 and 
Beezer Clarkson
2
41:18
Let it Ride or Abandon Ship? Investors Watch Bubble Warning Signs As Megacap AI Boom Rolls On
Plus, what to make of the ruckus over SPVs & America's new national champion
 • 
Tom Dotan
, 
Madeline Renbarger
, and 
Jonathan Weber
See How Naval-Systems Unicorn Saronic Positions Itself as VCs Ramp Up Defense-Tech Bets
A look inside the pitch of a highly-valued startup that's pursuing military contracts.
 • 
Madeline Renbarger
 and 
Tom Dotan
Lawsuits Become a Go-To for Musk, Bringing Shade from Altman & Criticism from...Grok
Plus, a pack of startups are building simulated environments for AI agents.
 • 
Jonathan Weber
, 
Madeline Renbarger
, and 
Eric Newcomer
Most Popular
View all
'The Dictator': Chamath Palihapitiya's Broken Professional Relationships
 • Eric Newcomer
1
Sequoia, Founders Fund, USV, Elad Gil & Benchmark Top Venture Manager Survey
 • Eric Newcomer
REVEALED: Lightspeed Venture Partners' Returns & Strategy from Confidential Fundraising Slides
 • Eric Newcomer
The Scam in the Arena
 • Eric Newcomer
3
Hippocratic, Benchling, Akido, Slingshot & Strand Founders Join as Speakers at Deus Ex Medicina
Apply to attend our AI health & longevity summit in SF on Sept. 9
 • 
Eric Newcomer
By Staying the Course, Benchmark Has Lost Its Way
What was once a six-person partnership is down to three. The elite early-stage firm needs to rebuild its team for the AI era.
 • 
Eric Newcomer
3
Cursor's Popularity Has Come at a Cost. GPT-5 May Have Arrived at the Right Time.
The breakout AI coding star is racking up huge Anthropic bills and hustling to plug its pricing leaks.
 • 
Tom Dotan
OpenAI Throws Down the Gauntlet with GPT-5 & Open-Source Models as AI Competition Shifts into Overdrive
Plus, the Trump threat to the innovation economy & rule of law is a five-alarm emergency
 • 
Madeline Renbarger
 and 
Jonathan Weber
Investors Rush to Get Figma Shares in Blockbuster IPO
Plus, why Dylan Field's company is a unicorn among unicorns & big tech's AI-powered earnings boost
 • 
Jonathan Weber
 and 
Madeline Renbarger
‘Golden Dome’ a Shiny Lure for Defense Tech Startups. It’s Still a Long Road to a Payoff.
The stars are aligned for VC-backed weapons companies, but changing Pentagon procurement practices won't be easy.
 • 
Tom Dotan
 and 
Madeline Renbarger
Deregulatory Bonanza Fuels the Private Markets. Caveat Emptor.
Plus, Trump's 'AI Action Plan' leans into the culture wars
 • 
Jonathan Weber
 and 
Madeline Renbarger
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.
Recommendations
View all 15
The Generalist
The Generalist
Mario Gabriele
Lenny's Newsletter
Lenny's Newsletter
Lenny Rachitsky
Upstarts Media
Upstarts Media
Alex Konrad
The Pragmatic Engineer
The Pragmatic Engineer
Gergely Orosz
Internal Tech Emails
Internal Tech Emails
Internal Tech Emails
© 2025 Eric Newcomer
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture