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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VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Testby M. Sriram on March 25, 2026Smaller funds yield more cash faster than peers, but limit the upside
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The Trials of Satya Nadellaby Tom Dotan on March 24, 2026The Microsoft CEO was a hero. But glory is fleeting in the AI era.
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Big Guns Including Bezos & Blackstone Join the AI Transformation Frayby Jonathan Weber on March 20, 2026Plus, venture funds from the last 4 years are outperforming those from 2017-2021 on paper
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VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCOby Madeline Renbarger on March 18, 2026See the performance for 50+ funds held by the University of Texas/Texas A&M Investment Management Co.
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Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Foundersby Eric Newcomer on March 17, 2026The summit will be on May 6 in San Francisco. Applications are now open.
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Founders Fund, General Catalyst & Spark Capital Crave Even Bigger War Chestsby Madeline Renbarger on March 13, 2026Plus, a big data center shuffle keeps everyone happy, for now
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Cursor Weighs Fresh Fundraise as Debate Rages on Coding Firm's Prospectsby Tom Dotan on March 12, 2026Very early discussions involve a $5 billion raise at a valuation of up to $60 billion
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Bessemer: Legacy SaaS Is Dead, But a New Wave of Applications Will Thriveby Tom Dotan on March 10, 2026Byron Deeter sees LLMs as powerful platforms supporting AI-native apps
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EXCLUSIVE: Ex-a16z Partner Michelle Volz Launches Pax Ventures with $50 Million First Fund to Bet on 'Industrial-Scale Markets'by Eric Newcomer on March 9, 2026I talked with Volz about going solo in a world where megafirms reign supreme
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Anthropic's Poorly Timed Truth-Tellingby Eric Newcomer on March 6, 2026Plus, venture returns under scrutiny & a rush of deals for space startups
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Venture Investors See Big Promise in AI-Native Cybersecurity Startupsby Madeline Renbarger on March 5, 2026Penetration testing startup Xbow could soon join the unicorn club
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OpenAI Raises $110 Billion & Throws In With Amazon as Capital Arms Race Ragesby Tom Dotan on February 27, 2026Plus, anxiety about AI's impact brings renewed market chaos as Citrini & Citadel Securities draw opposite conclusions. Block's big layoff stokes the debate.
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Sequoia’s Former India Unit Rocked by a Bitter Split Over Power & Profit Sharesby M. Sriram on February 26, 2026The fight led to the departure of 3 partners & sent Peak XV Partners scrambling to rescue a crucial fundraise
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Startups Target the Tricky Task of Making AI Seem More Humanby Madeline Renbarger on February 25, 2026Simulated human behavior companies raise millions
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SCOOP: Thrive Netted 2.4x DPI from 2016 Fund. Here's Thrive's $10 Billion Pitch.by Eric Newcomer on February 25, 2026We've got an inside look at Josh Kushner's Thrive Capital's performance
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Big Wins for Two of Venture's Most Envied Firms: $10 Billion for Thrive & an Altman for Benchmarkby Madeline Renbarger on February 20, 2026Plus, regulators battle over prediction markets & Wired panned for 'gay mafia' story
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Capital-Intensive 'Coconut' Rounds Upend the Traditional Venture Funding Modelby Tom Dotan on February 19, 2026We talked with Thomas Dohmke, Martin Casado, Naveen Rao & more about the massive new AI seed rounds shaking up venture capital
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Antitrust Policy Hangs in the Balance as Respected Top Prosecutor Departsby Jonathan Weber on February 13, 2026Plus, 2 more cofounders and several staffers quit Musk's xAI & Keith Rabois on the Newcomer Podcast
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Investors Go Hard for Voice AI With a String of Big January Dealsby Madeline Renbarger on February 10, 2026We have fresh scoops on previously unreported funding rounds for voice AI startups and customer service agents.
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Software Stock Swoon Signals Extraordinary Faith in AIby Jonathan Weber on February 6, 2026Plus, Anthropic's Super Bowl ads get under Sam Altman's skin
