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Oracle's Unlikely Journey to Data Center Darling Built on Three Contracts & Voracious Investor Appetite for AI
Plus, Y Combinator startups raise fresh funds & OpenAI faces off with California
Sep 12
•
Tom Dotan
,
Madeline Renbarger
, and
Jonathan Weber
17
AI in Healthcare Seeds Big Dreams, Shadowed by Politics & Tight-Fisted Payers
Our top takeaways from Deus Ex Medicina
Sep 10
•
Jonathan Weber
,
Madeline Renbarger
, and
Tom Dotan
15
Frontier Model Competition Is Wide Open as Anthropic Closes the Gap
Plus, Google gets off easy in antitrust ruling, but startups get thrown a bone
Sep 5
•
Jonathan Weber
and
Madeline Renbarger
19
Meet the Titans Transforming Health: the Deus Ex Medicina Speakers & Agenda for Sept. 9
Founders of OpenEvidence, Mammoth Biosciences, and Formation Bio set to speak, along with HHS Deputy Secretary and CDC acting director Jim O'Neill.
Sep 4
•
Eric Newcomer
33
2
Data Center Power Demands Bring State Intervention in Texas & Surprise Financial Risks
Rising electricity costs could be a political landmine for massive AI facilities.
Sep 3
•
Tom Dotan
35
newcomer + solana
A recording from Eric Newcomer and Mike Solana's live video
Sep 2
•
Eric Newcomer
and
Mike Solana
28
56:37
Trump HHS Deputy Secretary & Acting CDC Director Jim O'Neill to Speak at Next Week’s Health Summit
O'Neill, an HHS veteran with roots in Silicon Valley, just took the reins at the CDC
Sep 2
•
Eric Newcomer
44
1
August 2025
Martin Casado Isn't Backing Down. You Can't Ignore the VC Consensus.
Plus, former congressman Will Hurd talks the defense-tech boom
Aug 29
•
Eric Newcomer
and
Madeline Renbarger
19
Is Venture Broken? With Beezer Clarkson
A recording from Eric Newcomer's live video
Aug 26
•
Eric Newcomer
and
Beezer Clarkson
34
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
Aug 22
•
Tom Dotan
,
Madeline Renbarger
, and
Jonathan Weber
32
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.
Aug 19
•
Madeline Renbarger
and
Tom Dotan
28
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.
Aug 15
•
Jonathan Weber
,
Madeline Renbarger
, and
Eric Newcomer
27
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