Archive - Newcomer

Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds

CEO Chase Lochmiller says better marketing can quell the political uproar. Crusoe just raised $3.9 billion and is racing ahead.

9 hrs ago • Tom Dotan

Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders

New speakers include the CFO of Gusto, CEO of Browserbase & a16z GP Anish Acharya

11 hrs ago • Madeline Renbarger

Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists

A quarterly study of how leading venture capitalists are thinking about the state of the market, key companies & sectors, and the trends driving their…

Sep 22 • Eric Newcomer

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

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

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

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

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

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

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

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

August 2026

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

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