Newcomer Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.
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REVEALED: Accel India Returns Show Early Home Runs, Recent Strugglesby M. Sriram on February 3, 2026Confidential fundraising slides obtained by Newcomer shed new light on the performance and strategies of a top India VC
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Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention.by Jonathan Weber on January 30, 2026Plus, a creative tools startup raises $30 million & San Francisco keeps its AI lead
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Foundation Future Seeks $3 Billion Valuation as Ex-Synapse CEO Tries Robotics Comebackby Tom Dotan on January 27, 2026Co-founders Sankaet Pathak, Arjun Sethi & Mike LeBlanc are raising a new round of as much as $500 million
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Alex Pretti Is a Patriot. Tim Cook Is a Quisling.by Eric Newcomer on January 26, 2026Enough.
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Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Foundersby Eric Newcomer on January 23, 2026Plus, secondary markets are humming as investors scrap for a piece of top private companies
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AI Talent Wars a Wildcard for Founders & Investors as Valuations Soarby Madeline Renbarger on January 16, 2026Plus, big AI goes hard after healthcare & biotech inches back
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Andreessen Horowitz's Fresh $15 Billion Gives it Over $90 Billion in Assets Under Managementby Madeline Renbarger on January 9, 2026Plus, prediction markets are blowing up as regulations fall away
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Satellite Company Astranis Raising Above $2 Billion in Defense Tech Frenzyby Tom Dotan on January 8, 2026An increasingly technical space race with China has made satellites a hot investment category
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EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fundby Madeline Renbarger on January 6, 2026How the fund pushed ahead by making strategic bets in AI, crypto, and defense
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18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AIby Madeline Renbarger on December 23, 2025'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
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The 2026 IPO Boom Is Already Off to a Bad Startby Tom Dotan on December 22, 2025Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
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Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sagsby Madeline Renbarger on December 19, 2025Plus, fear overtakes greed in the public markets as AI stocks stumble
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Inside the VC Roll-up Craze That Has Taken Silicon Valley by Stormby Madeline Renbarger on December 18, 2025Details on unreported deals, key partners & more
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Tech M&A Had a Decent Year. The Big One is Yet to Come.by Madeline Renbarger on December 12, 2025Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
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The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTubeby Tom Dotan on December 9, 2025Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
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OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Raceby Madeline Renbarger on December 5, 2025Plus, Silicon Valley circles up for David Sacks. But why?
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Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectlyby Eric Newcomer on December 2, 2025We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
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Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Betsby Madeline Renbarger on December 1, 2025Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
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Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!by Tom Dotan on November 26, 2025Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
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Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Riskby Madeline Renbarger on November 21, 2025Plus, big shifts in key AI alliances show Google coming on strong
