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The Big Cheese Hits Theaters Today in NYC
In my spare time, I'm an associate producer for a documentary... that just so happens to be directed by my wife. Go see it at the IFC Center in New York…
Aug 7
•
Eric Newcomer
80
1
2
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons
Plus, Google shakes up DeepMind leadership & hardware startups raise billions
Aug 7
•
Madeline Renbarger
and
Tom Dotan
31
2
July 2026
The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
Plus, a look inside Leading the Future & a Thinking Machines Lab co-founder defects back to OpenAI
Jul 31
•
Jonathan Weber
and
Madeline Renbarger
54
6
Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit
CVAI will be back in San Francisco Thursday, Nov. 12
Jul 29
•
Eric Newcomer
87
1
High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Plus, corporate VC investment skyrockets & Mistral preps for its next phase
Jul 24
•
Jonathan Weber
and
Madeline Renbarger
33
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
The firm's 2015 fund has returned 2.0x DPI to investors, making it a top quartile fund
Jul 23
•
Eric Newcomer
89
1
Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event
Hear from Airwallex's Jack Zhang, Lead Bank's Jackie Reses, Faire's Max Rhodes, OnePay's Omer Ismail & more on Sept. 29.
Jul 22
•
Eric Newcomer
77
1
Help Us Improve Newcomer — Fill Out This Short Survey For a Chance to Earn Six Free Months
Please share your thoughts with us to enter a raffle for a free Newcomer subscription for six months.
Jul 21
•
Eric Newcomer
23
IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?
Plus, an emerging consensus on AI regulation & a big new fund for Greylock
Jul 17
•
Madeline Renbarger
and
Jonathan Weber
36
2
SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic
The 50-year-old firm had some lean years before scoring big on the AI leader & several other rising stars
Jul 16
•
Madeline Renbarger
48
Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order
Plus, new models from OpenAI, SpaceX & Meta fuel a major AI price war
Jul 10
•
Jonathan Weber
and
Madeline Renbarger
31
4
Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One
Plus, the tawdry saga of the Sam Altman movie & Meta makes a cloud play
Jul 2
•
Jonathan Weber
and
Tom Dotan
22
2
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