Plus, Sequoia's COO resigns over Shaun Maguire's comments about Mamdani| Newcomer
Companies including PepsiCo and Formula One say big investments are needed to make new AI tools pay off.| www.newcomer.co
Plus, Goldman Sachs buys into VC through Industry Ventures| Newcomer
The invite-only summit is back in San Francisco on Nov. 12| Newcomer
Data on cash returns fills out the picture on a16z fund performance. Its first crypto vehicle has yielded a 5x distribution.| www.newcomer.co
Plus, a dispatch from Anthropic's Claude Café in New York| Newcomer
A Los Angeles dinner with executives from film production houses & AI startups reveals a tense but fluid dynamic| www.newcomer.co
Plus, Ex-Sequoia partner Matt Miller launches a London-based fund & Mira Murati's AI lab releases its first product| www.newcomer.co
As OpenAI's ambitions grow, so do the ripple effects of any stumbles| Newcomer
Plus, 2021 vintage funds are finally turning a corner & California's AI transparency bill set to become law.| Newcomer
The firm has held its $900 million 2012 Fund III at 9.4x net TVPI.| Newcomer
Anthropic's Mike Krieger & xAI's Jimmy Ba will be on stage at CVAI| Newcomer
Plus, Robinhood pushes the envelope again on private share trading & OpenAI opens the kimono on ChatGPT usage| Newcomer
Sequoia bet big early & stayed the course. Permira won with a shrewd PE flip. DST & GA punted too early. SoftBank lost money. The Swedish fintech was an adventure in staying private.| Newcomer
Plus, Y Combinator startups raise fresh funds & OpenAI faces off with California| Newcomer
Our top takeaways from Deus Ex Medicina| Newcomer
Plus, Google gets off easy in antitrust ruling, but startups get thrown a bone| Newcomer
Founders of OpenEvidence, Mammoth Biosciences, and Formation Bio set to speak, along with HHS Deputy Secretary and CDC acting director Jim O'Neill.| Newcomer
Rising electricity costs could be a political landmine for massive AI facilities.| Newcomer
A recording from Eric Newcomer and Mike Solana's live video| Newcomer
What was once a six-person partnership is down to three. The elite early-stage firm needs to rebuild its team for the AI era.| www.newcomer.co
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. Click to read Newcomer, a Substack publication with hundreds of thousands of subscribers.| www.newcomer.co
YC President Geoff Ralston says he isn't worried about the competition.| www.newcomer.co
Exclusive slides from Laurence Tosi + a16z's view on the downturn| www.newcomer.co
Substack is generating about $45 million in annual recurring revenue: sources| www.newcomer.co
Mustafa Suleyman hasn’t delivered the turnaround he was hired to bring| www.newcomer.co
The financial technology company told investors that it is raising at a $14 billion valuation. That's hard to believe.| www.newcomer.co
Plus, AI applications providers are raising big rounds| www.newcomer.co
Plus, how non-exclusive licensing can deter antitrust probes| www.newcomer.co
My thoughts on Silicon Valley's love affair with Trump| www.newcomer.co
Substack is raising $2 million from writers and paid subscribers.| www.newcomer.co
Seed investors and the company's founders saw their stakes in DoorDash diluted as SoftBank flooded the company with money and as Sequoia held firm.| www.newcomer.co
OpenAI CTO Mira Murati becomes interim CEO| www.newcomer.co