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Is a Fintech Comeback Brewing?...A Slow August for Investors...Zuckerberg Regrets His Regrets
Plus, OpenAI's new 'reasoning' models
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Madeline Renbarger
Anthropic, Scale & Databricks CEOs Will Speak at the Cerebral Valley AI Summit on Nov. 20 in San Francisco
Apply now to attend our fourth invite-only AI summit
 • 
Eric Newcomer
AI Coding Funding Frenzy...Down Rounds Are (Delightfully) Down...Miami Losing VC Luster
Plus, the Safe Superintelligence dream team lands a cool billion
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Madeline Renbarger

August 2024

The Bolt Saga Continues: A Legal Threat, an Investor Letter & a Cryptic Statement
I've got the company's financial performance, a letter to investors, and a statement from Ashesh Shah at The London Fund. The situation remains…
 • 
Eric Newcomer
2
Consumer Investors Still Searching for an AI Breakthrough...OpenAI's $100 Billion Valuation...Once Hot Social Apps Fade
Plus, OpenSea's dramatic rise and fall
 • 
Madeline Renbarger
My Conversation With The Guy Who Wants to Invest $250M of ‘Marketing Capital' in Bolt
My conversation with The London Fund's Ashesh Shah about his planned Bolt investment and what he thinks about Ryan Breslow
 • 
Eric Newcomer
Bolt's Audacious Letter to Investors
The financial technology company told investors that it is raising at a $14 billion valuation. That's hard to believe.
 • 
Eric Newcomer
1
Tally's Shutdown Is a Stark Reminder for Growth VCs...Fewer Venture Funds with DPI...WeRide Files For IPO
Plus, AI applications providers are raising big rounds
 • 
Madeline Renbarger
Investors Ask What's Next As Foundation Model Mania Recedes
Plus, supply chain wreckage, and Google's antitrust troubles
 • 
Eric Newcomer
 and 
Madeline Renbarger
Tesla 'Self-Driving' Under Fire...Startups Raising Multiple SAFEs...VCs Strike Back for Harris
Plus, Thrive Capital in Newcomer's VC Directory
 • 
Madeline Renbarger

July 2024

Newcomer's Full Updated VC Directory Is Live
Get details on our latest entries, including Pear VC, Lux Capital, and Norwest Venture Partners
 • 
Madeline Renbarger
Help Us Improve Newcomer – Share Your Thoughts For the Chance To Earn Six Free Months
Please complete our short reader survey to enter a raffle for a free six-month extension of your Newcomer subscription.
 • 
Eric Newcomer
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