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, Tom Dotan & Jonathan Weber.
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CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortagesby Eric Newcomer on June 25, 2026Notes from talks with Cohere's Aidan Gomez, Alphabet's R. Martin Chavez, Recursive's Josh Tobin, Index's Danny Rimer, Sequoia's Luciana Lixandru & More
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Hot AI Summer: What the Latest Talent Moves Mean in the Great Foundation Model Raceby Tom Dotan on June 24, 2026Seminal names including Andrej Karpathy, Noam Shazeer, John Jumper & Barret Zoph have changed horses at a key juncture. Here’s what insiders say is happening.
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Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.by Jonathan Weber on June 19, 2026Plus, Gavin Newsom takes a pro-tech stance on data centers & starts to emerge as a pragmatist
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One Week Until the Cerebral Valley AI Summit in London! See the Speaker & Discussion Leader Lineupby Madeline Renbarger on June 17, 2026Speakers from OpenAI, Alphabet, Gradium, Cohere & more will hit the stage in London on June 24
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Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.by Tom Dotan on June 17, 2026Investors tout a 'rebel alliance' of open-source startups across the AI stack
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DATABRICKS CEO ALI GHODSI: A Costly AI Training Foray, Sidestepping the Model Wars & the Push to Kill Tokenmaxxing Bloatby Eric Newcomer on June 16, 2026Databricks releases products to compete with ClickHouse, Splunk & Oracle
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David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega IPOby Eric Newcomer on June 12, 2026Plus, pressure on token prices, a Databricks round in the works & more
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VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotesby Madeline Renbarger on June 8, 2026From Vinod Khosla to Sequoia Capital, founders posted through their grievances
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AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wingsby Jonathan Weber on June 5, 2026Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI
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Founders Fund's New Media Play: Tech Celebrities Playing Mafiaby Tom Dotan on June 4, 2026Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.
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New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion Group Leaders Announcedby Madeline Renbarger on June 2, 2026Apply to secure your spot for the summit on June 24 in London
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Booming AI Revenues Boost Inference Startups to Decacorn Statusby Madeline Renbarger on May 29, 2026Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values
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‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costsby Tom Dotan on May 28, 2026Salesforce & Uber are among those investing heavily. A fierce debate is roiling the industry on when & how to measure ROI.
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Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.by Eric Newcomer on May 22, 2026Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI
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SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Visionby Tom Dotan on May 21, 2026Big ambitions in space-based compute show the rocket-and-AI company's drive to dominate AI infrastructure for his own purposes — and for re-sale
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The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soarby Madeline Renbarger on May 15, 2026Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire
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Consumer Investors Say Their Category Isn’t Dead. It’s Different.by Tom Dotan on May 12, 2026VCs are shifting their definitions to include coding assistants & other prosumer AI tools
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13 Videos From the Cerebral Valley Voice Summit: Sierra's Bret Taylor, Wispr Flow's Tanay Kothari, MiniMax's Linda Sheng & Moreby Madeline Renbarger on May 11, 2026Watch our panels from the first Cerebral Valley Voice Summit
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Customer Support & Dictation Loom Large As Voice Startup Leaders Prepare for a World of Talking Machinesby Madeline Renbarger on May 8, 2026Voice models are a few steps behind text models but the industry is preparing for takeoff. Our takeaways from the Cerebral Valley Voice Summit.
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California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.by Jonathan Weber on May 1, 2026Plus, the data center push gets bumpy & Musk v. Altman gets lively
