Newcomer | Substack

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

Plus, the 'Mythos moment' could bring a vibe shift on AI regulation & Accel joins this year's multi-billion-dollar raise club

Apr 17 • Madeline Renbarger

At Shield AI, a Young Product Guru Fights for God & Country

Armor Harris, a protege of Elon Musk, aims to be at the head of the drone warfare pack

Apr 14 • Margaux MacColl

Rapid Improvements in Foundation Models Surprise Even the Optimists

Plus, VC deal volume surges in Q1 & Ali Partovi's Neo shines

Apr 10 • Jonathan Weber and Madeline Renbarger

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

Simo on medical leave. CFO & CEO on the outs? Plus, New Yorker's Altman profile.

Apr 6 • Eric Newcomer

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

Plus, Snap's Evan Spiegel gets activist challenge & OpenAI buys the TBPN podcast

Apr 3 • Jonathan Weber, Tom Dotan, and Madeline Renbarger

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'The Dictator': Chamath Palihapitiya's Broken Professional Relationships

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Sequoia, Founders Fund, USV, Elad Gil & Benchmark Top Venture Manager Survey

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REVEALED: Lightspeed Venture Partners' Returns & Strategy from Confidential Fundraising Slides

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