Archive - Newcomer

Pope Leo XIV Will Have Things to Say About the Future of AI

Plus, Coatue slides on private market AI investing.

Jun 20 •

and

Madeline Renbarger

AI Talent Wars Bring Unprecedented Pay Packages as Meta Throws Down

"Pascal's wager" is the play of the moment.

Jun 19 •

We're Headed to London. Here's the Agenda for Our Cerebral Valley AI Summit Next Week.

Investors at Index, Accel, GV, 20VC & ICONIQ set to speak. See the full schedule.

Jun 19

AI Roll-Up Deals Accelerate as Top VC Firms Edge Towards Private Equity

Fresh details on roll-up plays by General Catalyst, Slow Ventures & 8VC

Jun 18 •

Madeline Renbarger

SCOOP: Substack in Talks to Raise Financing as It Taps Into the Zeitgeist of Trump II

Substack is generating about $45 million in annual recurring revenue: sources

Jun 17 •

AI Moguls Vie for Leadership Crown

Plus, Chime IPO scorecard, Musk's robotaxi gamble & the latest from Y Combinator

Jun 13 •

and

Madeline Renbarger

Scale AI's Alexandr Wang in the Driver's Seat With Meta Deal

Plus, startup Handshake and others take aim at Scale as human training of LLMs becomes more critical

Jun 10 •

and

My Conversation with Roy Bahat As Bloomberg Beta Announces New $75M Fund

Bloomberg Beta tells Newcomer it has raised $75 million for its fifth fund

Jun 9 •

44:00

A Week of Confrontation: Trump & Musk (Obviously) + OpenAI & Anthropic Collide on Coding

Plus, highlights from the famed Mary Meeker's latest "Trends" report

Jun 6 •

and

Madeline Renbarger

Secret SpaceX Projections Show Growing Starlink Business Will Insulate Musk's Space Company from Trump Retaliation

Revenue figures obtained by Newcomer show launch business exposure may be limited as Starlink drives growth, but vulnerabilities lurk there too

Jun 6 •

and

Can AI Lift Hollywood Out of Its Funk? Sequoia & Thrive Are Believers

A flight to quality in the AI video era could help indie filmmakers

Jun 4 •

May 2025

Health tech is hopping

Plus, first-time VCs have closed precious few funds this year

May 30 •

Madeline Renbarger

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