Archive - Newcomer

Crypto Enjoys a Landmark Moment as Congress Greenlights Mainstream Adoption. Now the Industry Has to Prove It’s Deserved.

Plus, defense tech wins with Trump's big bill & fresh tax breaks for VCs

8 hrs ago •

and

Madeline Renbarger

Microsoft Fumbled Its Lead in AI Coding. Its History of Coming From Behind to Dominate May be Tough to Repeat.

Cursor's hot hand eclipsed GitHub Copilot's early success, but the brutal economics of the space could favor model providers in the long run

21 hrs ago •

My Conversation with Substack Co-Founders Chris Best & Hamish McKenzie Fresh Off Their $100 Million Funding Round

A recording from Eric Newcomer's live video

Jul 17 •

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, and

Hamish McKenzie

25:59

Windsurf’s Double Deal Marks a New Frontier for M&A

Four takeaways from Alphabet's $2.4 billion acquisition of the coding app maker

Jul 15 •

and

Announcing Deus Ex Medicina, Newcomer's AI Health & Longevity Summit

Meet the CEOs of Abridge, Noom & more at Newcomer's inaugural AI health & longevity summit in San Francisco on Sept. 9

Jul 15 •

AI Data Center Mania Conjures the B-Word. Is It Something to Fear?

Plus, the AI names going to Meta & Musk's new X

Jul 11 •

and

Madeline Renbarger

Don't Cancel Shaun Maguire But Please Stop Making Us Listen to Him

VC influencers & the cheap tricks of political provocation

Jul 11 •

Exclusive: Boldstart Ventures Raises $250 Million Fund VII for Inception-Stage Enterprise Bets

General partner Ed Sim says investing exclusively in founders focused on enterprise customers has been key to Boldstart’s success

Jul 8 •

Madeline Renbarger

June 2025

12 Videos from CVAI London: Uber CEO Dara Khosrowshahi, Dylan Field from Figma, Anton Osika from Lovable & More

Listen to our talks from the Cerebral Valley AI Summit in London

Jun 27 •

CVAI London: Voice App Leaders Tease a Post-Text Era As AI Wall Fears Are Forgotten

We hosted the Cerebral Valley AI Summit in London Wednesday

Jun 26 •

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Madeline Renbarger

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,

, and

Happening Now: ICONIQ Debuts Annual ‘State of AI Research' Report at the Cerebral Valley AI Summit London

The survey of 300 software execs shows trends in spending, R&D AI

Jun 25 •

Madeline Renbarger

and

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

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