Archive - Newcomer

OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work.

Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani

Oct 24 •

and

Madeline Renbarger

Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle

Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.

Oct 22 •

Deregulated Finance Is Having a Moment. A Flash Crash Highlights the Risks.

Plus, Goldman Sachs buys into VC through Industry Ventures

Oct 17 •

and

Madeline Renbarger

ElevenLabs, Intercom, Baseten & Linear Joining as Speakers at Cerebral Valley

The invite-only summit is back in San Francisco on Nov. 12

Oct 17 •

Madeline Renbarger

Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns

Data on cash returns fills out the picture on a16z fund performance. Its first crypto vehicle has yielded a 5x distribution.

Oct 16 •

Madeline Renbarger

and

AMD’s Rise Signals Fresh Competition in AI Chips. Startups Are in the Game Too.

Plus, a dispatch from Anthropic's Claude Café in New York

Oct 10 •

and

Madeline Renbarger

Hollywood Sees OpenAI Turning its Back on the Movies

A Los Angeles dinner with executives from film production houses & AI startups reveals a tense but fluid dynamic

Oct 10 •

OpenAI's Sora 2 Heralds the AI Era for Social Media & the ‘Attention Economy'

Plus, Ex-Sequoia partner Matt Miller launches a London-based fund & Mira Murati's AI lab releases its first product

Oct 3 •

Madeline Renbarger

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September 2025

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