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.
-
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
-
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?
-
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
-
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
-
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
-
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
-
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & Moreby Madeline Renbarger on November 17, 2025Listen to our on-stage panels from the Cerebral Valley AI Summit
-
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phaseby Madeline Renbarger on November 13, 2025Techno-optimism reigned at the Cerebral Valley AI Summit even as business models remain in flux & AGI fades from the conversation
-
Cerebral Valley AI Summit Audience Survey Resultsby Madeline Renbarger on November 13, 2025See insights from our survey of attendees for our on-stage game
-
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Webby Tom Dotan on November 12, 2025Former Twitter CEO says agents use the web differently and need their own API
-
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startupsby Eric Newcomer on November 10, 2025Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
-
Sequoia's Unexpected Steward Shakeupby Eric Newcomer on November 7, 2025Plus, we have an answer to OpenAI's recent stumbles: show us the money.
-
Meet The Cerebral Valley Heavy Weightsby Eric Newcomer on November 6, 2025The founders that will define the future of AI, curated by Newcomer & Index Ventures
-
Neoclouds Race for the Public Markets, Leaving VCs Behindby Tom Dotan on November 5, 2025Frantic deal-making & debt financing spur debate over AI infrastructure startups
-
The Story of a Cap Table: Navanby Madeline Renbarger on November 4, 2025Lightspeed, Oren Zeev & Neil Mehta did well with the travel company, but shares fell sharply after the opening.
-
OpenAI's Challenge: Pursuing a Trillion-Dollar IPO While Building Public Trustby Jonathan Weber on October 31, 2025Plus, Navan shares sink post-IPO while Google & Amazon soar
-
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groupsby Madeline Renbarger on October 30, 2025The Cerebral Valley AI Summit will be Nov. 12 in San Francisco
-
A Newcomer Baby & Reflections on Newcomer's Five Year Anniversaryby Eric Newcomer on October 29, 2025Introducing Esther Emilia Newcomer
-
OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work.by Jonathan Weber on October 24, 2025Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani
-
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggleby Tom Dotan on October 22, 2025Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.
