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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The Big Cheese Hits Theaters Today in NYCby Eric Newcomer on August 7, 2026In my spare time, I'm an associate producer for a documentary... that just so happens to be directed by my wife. Go see it at the IFC Center in New York starting tonight.
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SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoonsby Madeline Renbarger on August 7, 2026Plus, Google shakes up DeepMind leadership & hardware startups raise billions
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The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.by Jonathan Weber on July 31, 2026Plus, a look inside Leading the Future & a Thinking Machines Lab co-founder defects back to OpenAI
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Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summitby Eric Newcomer on July 29, 2026CVAI will be back in San Francisco Thursday, Nov. 12
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High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customersby Jonathan Weber on July 24, 2026Plus, corporate VC investment skyrockets & Mistral preps for its next phase
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SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inceptionby Eric Newcomer on July 23, 2026The firm's 2015 fund has returned 2.0x DPI to investors, making it a top quartile fund
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Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Eventby Eric Newcomer on July 22, 2026Hear from Airwallex's Jack Zhang, Lead Bank's Jackie Reses, Faire's Max Rhodes, OnePay's Omer Ismail & more on Sept. 29.
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Help Us Improve Newcomer — Fill Out This Short Survey For a Chance to Earn Six Free Monthsby Eric Newcomer on July 21, 2026Please share your thoughts with us to enter a raffle for a free Newcomer subscription for six months.
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IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?by Madeline Renbarger on July 17, 2026Plus, an emerging consensus on AI regulation & a big new fund for Greylock
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SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropicby Madeline Renbarger on July 16, 2026The 50-year-old firm had some lean years before scoring big on the AI leader & several other rising stars
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Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Orderby Jonathan Weber on July 10, 2026Plus, new models from OpenAI, SpaceX & Meta fuel a major AI price war
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Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than Oneby Jonathan Weber on July 2, 2026Plus, the tawdry saga of the Sam Altman movie & Meta makes a cloud play
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Hollywood's AI Anxiety on Full Display as Google's A24 Investment Draws Fireby Tom Dotan on July 1, 2026The film purists' pushback against AI is understandable but misplaced
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9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & Moreby Madeline Renbarger on June 26, 2026Watch the on-stage talks from our latest Cerebral Valley AI Summit
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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
