Archive - Newcomer

Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley

The US AI opportunity is a far bigger prize than India’s domestic market

19 hrs ago • M. Sriram

Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy

Plus, Western startups aim to challenge China on open source & Google’s AI flunks in the classroom

Oct 9 • Madeline Renbarger, Cain Hillier, Tom Dotan, and Jonathan Weber

After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.

A pivotal April 2023 meeting set the firm on an ambitious new course that includes PE-style roll-ups.

Oct 8 • Tom Dotan

9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More

See the most compelling conversations from Newcomer’s Machine Earning AI Summit

Oct 6 • Madeline Renbarger

Anthropic's IPO Can't Wait Forever

Plus, Vinod Khosla fires off at Factory founder that Khosla Ventures backed

Oct 2 • Tom Dotan, Cain Hillier, and Madeline Renbarger

Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers

New speakers will join the CEOs of Anthropic, Databricks & Palo Alto Networks

Oct 1 • Madeline Renbarger

SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds

Plus, a market map on the chip alternatives ecosystem

Oct 1 • Cain Hillier and Madeline Renbarger

September 2026

Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit

Our notes from talks with Town CEO Jean-Denis Greze, a16z general partner Anish Acharya, Airwallex CFO Pranav Sood, Haun Ventures founder Katie Haun…

Sep 30 • Madeline Renbarger, M. Sriram, and Tom Dotan

Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.

Plus, a sneak preview of Newcomer’s VC Sentiment Report & Corgi’s hype comes back to bite

Sep 25 • Jonathan Weber, Cain Hillier, and Madeline Renbarger

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.

Sep 23 • 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

Sep 23 • 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

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