Newcomer
@newcomer.skystack.xyz
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
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.
ElevenLabs, Intercom, Baseten & Linear Joining as Speakers at Cerebral Valley • The invite-only summit is back in San Francisco on Nov. 12
ElevenLabs, Intercom, Baseten & Linear Joining as Speakers at Cerebral Valley
The invite-only summit is back in San Francisco on Nov. 12
www.newcomer.co
November 20, 2025 at 3:31 PM
ElevenLabs, Intercom, Baseten & Linear Joining as Speakers at Cerebral Valley • The invite-only summit is back in San Francisco on Nov. 12
Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns • Data on cash returns fills out the picture on a16z fund performance. Its first crypto vehicle has yielded a 5x distribution.
Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns
Data on cash returns fills out the picture on a16z fund performance. Its first crypto vehicle has yielded a 5x distribution.
www.newcomer.co
November 20, 2025 at 3:31 PM
Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns • Data on cash returns fills out the picture on a16z fund performance. Its first crypto vehicle has yielded a 5x distribution.
AMD’s Rise Signals Fresh Competition in AI Chips. Startups Are in the Game Too. • Plus, a dispatch from Anthropic's Claude Café in New York
AMD’s Rise Signals Fresh Competition in AI Chips. Startups Are in the Game Too.
Plus, a dispatch from Anthropic's Claude Café in New York
www.newcomer.co
November 20, 2025 at 3:31 PM
AMD’s Rise Signals Fresh Competition in AI Chips. Startups Are in the Game Too. • Plus, a dispatch from Anthropic's Claude Café in New York
Hollywood Sees OpenAI Turning its Back on the Movies • A Los Angeles dinner with executives from film production houses & AI startups reveals a tense but fluid dynamic
Hollywood Sees OpenAI Turning its Back on the Movies
A Los Angeles dinner with executives from film production houses & AI startups reveals a tense but fluid dynamic
www.newcomer.co
November 20, 2025 at 3:31 PM
Hollywood Sees OpenAI Turning its Back on the Movies • A Los Angeles dinner with executives from film production houses & AI startups reveals a tense but fluid dynamic
OpenAI's Sora 2 Heralds the AI Era for Social Media & the ‘Attention Economy' • Plus, Ex-Sequoia partner Matt Miller launches a London-based fund & Mira Murati's AI lab releases its first product
OpenAI's Sora 2 Heralds the AI Era for Social Media & the ‘Attention Economy'
Plus, Ex-Sequoia partner Matt Miller launches a London-based fund & Mira Murati's AI lab releases its first product
www.newcomer.co
November 20, 2025 at 3:31 PM
OpenAI's Sora 2 Heralds the AI Era for Social Media & the ‘Attention Economy' • Plus, Ex-Sequoia partner Matt Miller launches a London-based fund & Mira Murati's AI lab releases its first product