Archive - Newcomer

18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI

'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'

Dec 23 • Madeline Renbarger and Eric Newcomer

The 2026 IPO Boom Is Already Off to a Bad Start

Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO

Dec 22 • Tom Dotan

Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags

Plus, fear overtakes greed in the public markets as AI stocks stumble

Dec 19 • Madeline Renbarger and Jonathan Weber

Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm

Details on unreported deals, key partners & more

Dec 18 • Madeline Renbarger

Tech M&A Had a Decent Year. The Big One is Yet to Come.

Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch

Dec 12 • Madeline Renbarger and Jonathan Weber

The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube

Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game

Dec 9 • Tom Dotan

OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race

Plus, Silicon Valley circles up for David Sacks. But why?

Dec 5 • Madeline Renbarger, Eric Newcomer, and Jonathan Weber

Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly

We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty

Dec 2 • Eric Newcomer

Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets

Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say

Dec 1 • Madeline Renbarger

November 2025

Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!

Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points

Nov 26 • Tom Dotan and Jonathan Weber

Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk

Plus, big shifts in key AI alliances show Google coming on strong

Nov 21 • Madeline Renbarger, Tom Dotan, and Jonathan Weber

12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More

Listen to our on-stage panels from the Cerebral Valley AI Summit

Nov 17 • Madeline Renbarger

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