Archive - Newcomer

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

Plus, Kleiner’s big fundraise & a reckoning for social media

10 hrs ago • Madeline Renbarger and Tom Dotan

VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test

Smaller funds yield more cash faster than peers, but limit the upside

Mar 25 • M. Sriram

The Trials of Satya Nadella

The Microsoft CEO was a hero. But glory is fleeting in the AI era.

Mar 24 • Tom Dotan

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

Plus, venture funds from the last 4 years are outperforming those from 2017-2021 on paper

Mar 20 • Jonathan Weber and Madeline Renbarger

VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO

See the performance for 50+ funds held by the University of Texas/Texas A&M Investment Management Co.

Mar 18 • Madeline Renbarger

Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders

The summit will be on May 6 in San Francisco. Applications are now open.

Mar 17 • Eric Newcomer

Founders Fund, General Catalyst & Spark Capital Crave Even Bigger War Chests

Plus, a big data center shuffle keeps everyone happy, for now

Mar 13 • Madeline Renbarger and Tom Dotan

Cursor Weighs Fresh Fundraise as Debate Rages on Coding Firm's Prospects

Very early discussions involve a $5 billion raise at a valuation of up to $60 billion

Mar 12 • Tom Dotan

Bessemer: Legacy SaaS Is Dead, But a New Wave of Applications Will Thrive

Byron Deeter sees LLMs as powerful platforms supporting AI-native apps

Mar 10 • Tom Dotan

EXCLUSIVE: Ex-a16z Partner Michelle Volz Launches Pax Ventures with $50 Million First Fund to Bet on 'Industrial-Scale Markets'

I talked with Volz about going solo in a world where megafirms reign supreme

Mar 9 • Eric Newcomer

Anthropic's Poorly Timed Truth-Telling

Plus, venture returns under scrutiny & a rush of deals for space startups

Mar 6 • Eric Newcomer, Jonathan Weber, Madeline Renbarger, and Tom Dotan

Venture Investors See Big Promise in AI-Native Cybersecurity Startups

Penetration testing startup Xbow could soon join the unicorn club

Mar 5 • Madeline Renbarger

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