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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
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
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More • Listen to our on-stage panels from the Cerebral Valley AI Summit
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More
Listen to our on-stage panels from the Cerebral Valley AI Summit
www.newcomer.co
November 20, 2025 at 3:31 PM
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More • Listen 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 Phase • Techno-optimism reigned at the Cerebral Valley AI Summit even as business models remain in flux & AGI fades from the conversation
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phase
Techno-optimism reigned at the Cerebral Valley AI Summit even as business models remain in flux & AGI fades from the conversation
www.newcomer.co
November 20, 2025 at 3:31 PM
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phase • Techno-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 Results • See insights from our survey of attendees for our on-stage game
Cerebral Valley AI Summit Audience Survey Results
See insights from our survey of attendees for our on-stage game
www.newcomer.co
November 20, 2025 at 3:31 PM
Cerebral Valley AI Summit Audience Survey Results • See 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 Web • Former Twitter CEO says agents use the web differently and need their own API
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Web
Former Twitter CEO says agents use the web differently and need their own API
www.newcomer.co
November 20, 2025 at 3:31 PM
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Web • Former 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 Startups • Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups
Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
www.newcomer.co
November 20, 2025 at 3:31 PM
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups • Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
Sequoia's Unexpected Steward Shakeup • Plus, we have an answer to OpenAI's recent stumbles: show us the money.
Sequoia's Unexpected Steward Shakeup
Plus, we have an answer to OpenAI's recent stumbles: show us the money.
www.newcomer.co
November 20, 2025 at 3:31 PM
Sequoia's Unexpected Steward Shakeup • Plus, we have an answer to OpenAI's recent stumbles: show us the money.
Meet The Cerebral Valley Heavy Weights • The founders that will define the future of AI, curated by Newcomer & Index Ventures
Meet The Cerebral Valley Heavy Weights
The founders that will define the future of AI, curated by Newcomer & Index Ventures
www.newcomer.co
November 20, 2025 at 3:31 PM
Meet The Cerebral Valley Heavy Weights • The founders that will define the future of AI, curated by Newcomer & Index Ventures
Neoclouds Race for the Public Markets, Leaving VCs Behind • Frantic deal-making & debt financing spur debate over AI infrastructure startups
Neoclouds Race for the Public Markets, Leaving VCs Behind
Frantic deal-making & debt financing spur debate over AI infrastructure startups
www.newcomer.co
November 20, 2025 at 3:31 PM
Neoclouds Race for the Public Markets, Leaving VCs Behind • Frantic deal-making & debt financing spur debate over AI infrastructure startups
The Story of a Cap Table: Navan • Lightspeed, Oren Zeev & Neil Mehta did well with the travel company, but shares fell sharply after the opening.
The Story of a Cap Table: Navan
Lightspeed, Oren Zeev & Neil Mehta did well with the travel company, but shares fell sharply after the opening.
www.newcomer.co
November 20, 2025 at 3:31 PM
The Story of a Cap Table: Navan • Lightspeed, 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 Trust • Plus, Navan shares sink post-IPO while Google & Amazon soar
OpenAI's Challenge: Pursuing a Trillion-Dollar IPO While Building Public Trust
Plus, Navan shares sink post-IPO while Google & Amazon soar
www.newcomer.co
November 20, 2025 at 3:31 PM
OpenAI's Challenge: Pursuing a Trillion-Dollar IPO While Building Public Trust • Plus, 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 Groups • The Cerebral Valley AI Summit will be Nov. 12 in San Francisco
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups
The Cerebral Valley AI Summit will be Nov. 12 in San Francisco
www.newcomer.co
November 20, 2025 at 3:31 PM
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups • The Cerebral Valley AI Summit will be Nov. 12 in San Francisco
A Newcomer Baby & Reflections on Newcomer's Five Year Anniversary • Introducing Esther Emilia Newcomer
A Newcomer Baby & Reflections on Newcomer's Five Year Anniversary
Introducing Esther Emilia Newcomer
www.newcomer.co
November 20, 2025 at 3:31 PM
A Newcomer Baby & Reflections on Newcomer's Five Year Anniversary • Introducing 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. • Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani
OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work.
Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani
www.newcomer.co
November 20, 2025 at 3:31 PM
OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work. • Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle • Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle
Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.
www.newcomer.co
November 20, 2025 at 3:31 PM
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle • Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.