Newcomer
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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Ne...
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This is an automated Substack Account of https://newcomer.substack.com
Discover more/Create at: @skystack.xyz
Antitrust Policy Hangs in the Balance as Respected Top Prosecutor Departs • Plus, 2 more cofounders and several staffers quit Musk's xAI & Keith Rabois on the Newcomer Podcast
Antitrust Policy Hangs in the Balance as Respected Top Prosecutor Departs
Plus, 2 more cofounders and several staffers quit Musk's xAI & Keith Rabois on the Newcomer Podcast
www.newcomer.co
February 13, 2026 at 5:10 PM
Antitrust Policy Hangs in the Balance as Respected Top Prosecutor Departs • Plus, 2 more cofounders and several staffers quit Musk's xAI & Keith Rabois on the Newcomer Podcast
Investors Go Hard for Voice AI With a String of Big January Deals • We have fresh scoops on previously unreported funding rounds for voice AI startups and customer service agents.
Investors Go Hard for Voice AI With a String of Big January Deals
We have fresh scoops on previously unreported funding rounds for voice AI startups and customer service agents.
www.newcomer.co
February 10, 2026 at 8:10 PM
Investors Go Hard for Voice AI With a String of Big January Deals • We have fresh scoops on previously unreported funding rounds for voice AI startups and customer service agents.
Software Stock Swoon Signals Extraordinary Faith in AI • Plus, Anthropic's Super Bowl ads get under Sam Altman's skin
Software Stock Swoon Signals Extraordinary Faith in AI
Plus, Anthropic's Super Bowl ads get under Sam Altman's skin
www.newcomer.co
February 6, 2026 at 5:16 PM
Software Stock Swoon Signals Extraordinary Faith in AI • Plus, Anthropic's Super Bowl ads get under Sam Altman's skin
The Humanoid Robot Delusion • Don’t let the Elon Musk hype and the slick videos fool you. Animatronic household helpers are still many years away.
The Humanoid Robot Delusion
Don’t let the Elon Musk hype and the slick videos fool you. Animatronic household helpers are still many years away.
www.newcomer.co
February 5, 2026 at 11:15 PM
The Humanoid Robot Delusion • Don’t let the Elon Musk hype and the slick videos fool you. Animatronic household helpers are still many years away.
Here's What Your Fellow Venture Capitalists Are Getting Paid • We've got the numbers on VC compensation from a Venture5 survey
Here's What Your Fellow Venture Capitalists Are Getting Paid
We've got the numbers on VC compensation from a Venture5 survey
www.newcomer.co
February 4, 2026 at 8:15 PM
Here's What Your Fellow Venture Capitalists Are Getting Paid • We've got the numbers on VC compensation from a Venture5 survey
REVEALED: Accel India Returns Show Early Home Runs, Recent Struggles • Confidential fundraising slides obtained by Newcomer shed new light on the performance and strategies of a top India VC
REVEALED: Accel India Returns Show Early Home Runs, Recent Struggles
Confidential fundraising slides obtained by Newcomer shed new light on the performance and strategies of a top India VC
www.newcomer.co
February 3, 2026 at 8:15 PM
REVEALED: Accel India Returns Show Early Home Runs, Recent Struggles • Confidential fundraising slides obtained by Newcomer shed new light on the performance and strategies of a top India VC
Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention. • Plus, a creative tools startup raises $30 million & San Francisco keeps its AI lead
Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention.
Plus, a creative tools startup raises $30 million & San Francisco keeps its AI lead
www.newcomer.co
January 30, 2026 at 5:14 PM
Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention. • Plus, a creative tools startup raises $30 million & San Francisco keeps its AI lead
Foundation Future Seeks $3 Billion Valuation as Ex-Synapse CEO Tries Robotics Comeback • Co-founders Sankaet Pathak, Arjun Sethi & Mike LeBlanc are raising a new round of as much as $500 million
Foundation Future Seeks $3 Billion Valuation as Ex-Synapse CEO Tries Robotics Comeback
Co-founders Sankaet Pathak, Arjun Sethi & Mike LeBlanc are raising a new round of as much as $500 million
www.newcomer.co
January 27, 2026 at 11:14 PM
Foundation Future Seeks $3 Billion Valuation as Ex-Synapse CEO Tries Robotics Comeback • Co-founders Sankaet Pathak, Arjun Sethi & Mike LeBlanc are raising a new round of as much as $500 million
Alex Pretti Is a Patriot. Tim Cook Is a Quisling. • Enough.
Alex Pretti Is a Patriot. Tim Cook Is a Quisling.
Enough.
www.newcomer.co
January 26, 2026 at 8:15 PM
Alex Pretti Is a Patriot. Tim Cook Is a Quisling. • Enough.
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders • Plus, secondary markets are humming as investors scrap for a piece of top private companies
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders
Plus, secondary markets are humming as investors scrap for a piece of top private companies
www.newcomer.co
January 23, 2026 at 5:13 PM
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders • Plus, secondary markets are humming as investors scrap for a piece of top private companies
AI Talent Wars a Wildcard for Founders & Investors as Valuations Soar • Plus, big AI goes hard after healthcare & biotech inches back
AI Talent Wars a Wildcard for Founders & Investors as Valuations Soar
Plus, big AI goes hard after healthcare & biotech inches back
www.newcomer.co
January 16, 2026 at 5:16 PM
AI Talent Wars a Wildcard for Founders & Investors as Valuations Soar • Plus, big AI goes hard after healthcare & biotech inches back
Andreessen Horowitz's Fresh $15 Billion Gives it Over $90 Billion in Assets Under Management • Plus, prediction markets are blowing up as regulations fall away
Andreessen Horowitz's Fresh $15 Billion Gives it Over $90 Billion in Assets Under Management
Plus, prediction markets are blowing up as regulations fall away
www.newcomer.co
January 9, 2026 at 5:17 PM
Andreessen Horowitz's Fresh $15 Billion Gives it Over $90 Billion in Assets Under Management • Plus, prediction markets are blowing up as regulations fall away
Satellite Company Astranis Raising Above $2 Billion in Defense Tech Frenzy • An increasingly technical space race with China has made satellites a hot investment category
Satellite Company Astranis Raising Above $2 Billion in Defense Tech Frenzy
An increasingly technical space race with China has made satellites a hot investment category
www.newcomer.co
January 8, 2026 at 11:16 PM
Satellite Company Astranis Raising Above $2 Billion in Defense Tech Frenzy • An increasingly technical space race with China has made satellites a hot investment category
EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund • How the fund pushed ahead by making strategic bets in AI, crypto, and defense
EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund
How the fund pushed ahead by making strategic bets in AI, crypto, and defense
www.newcomer.co
January 6, 2026 at 8:15 PM
EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund • How the fund pushed ahead by making strategic bets in AI, crypto, and defense
18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI • 'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI
'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
www.newcomer.co
December 23, 2025 at 11:18 PM
18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI • 'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
The 2026 IPO Boom Is Already Off to a Bad Start • Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
The 2026 IPO Boom Is Already Off to a Bad Start
Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
www.newcomer.co
December 22, 2025 at 11:16 PM
The 2026 IPO Boom Is Already Off to a Bad Start • Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags • Plus, fear overtakes greed in the public markets as AI stocks stumble
Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags
Plus, fear overtakes greed in the public markets as AI stocks stumble
www.newcomer.co
December 19, 2025 at 5:15 PM
Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags • Plus, fear overtakes greed in the public markets as AI stocks stumble
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm • Details on unreported deals, key partners & more
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm
Details on unreported deals, key partners & more
www.newcomer.co
December 18, 2025 at 5:16 PM
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm • Details on unreported deals, key partners & more
Tech M&A Had a Decent Year. The Big One is Yet to Come. • Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
Tech M&A Had a Decent Year. The Big One is Yet to Come.
Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
www.newcomer.co
December 12, 2025 at 5:19 PM
Tech M&A Had a Decent Year. The Big One is Yet to Come. • Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube • Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
www.newcomer.co
December 9, 2025 at 8:19 PM
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube • Netflix 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 Race • Plus, Silicon Valley circles up for David Sacks. But why?
OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race
Plus, Silicon Valley circles up for David Sacks. But why?
www.newcomer.co
December 5, 2025 at 5:16 PM
OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race • Plus, 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 @GiveDirectly • We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly
We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
www.newcomer.co
December 2, 2025 at 5:18 PM
Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly • We'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 Bets • Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets
Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
www.newcomer.co
December 1, 2025 at 11:15 PM
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets • Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers! • Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!
Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
www.newcomer.co
November 26, 2025 at 8:18 PM
Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers! • Our 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 Risk • Plus, big shifts in key AI alliances show Google coming on strong
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk
Plus, big shifts in key AI alliances show Google coming on strong
www.newcomer.co
November 21, 2025 at 5:13 PM
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk • Plus, big shifts in key AI alliances show Google coming on strong