Blaming In-Depth Reporting Undermines Free, Thoughtful Society
Antithetical to a free and thoughtful society to blame meticulous reporting in the New Yorker for someone’s despicable act
Ghodsi Warns 2024 Is Terrible Year for IPOs
Ali Ghodsi says this is a terrible year to go public … bad news for SpaceX and maybe OpenAI/Anthropic
Foundation Models Are Ready—Apply AGI to Enterprises Now
Ali Ghodsi speaking at HumanX right now. His message seems to be foundation models are already great and AGI, let’s just make them work for enterprises. https://t.co/y6wAA0UMbx
OpenAI News Overload? Essential Rundown for Newcomer Subscribers
too much openai news to keep track of. here's my rundown for paying Newcomer subscribers https://t.co/xBTfwBop9W
Strong Visionary Show Sparks Apprehension Under OpenAI
good taste in insider tech stories, great bookers, took themselves seriously (in a good way), had a positive vision for what the show should be rather than just reacting to "the media," excellent on twitter clips... all of which fuels...
Week of AI, VC, and IPO Highlights
busy, busy week at @NewcomerMedia Monday: Scoop on Coatue's Anthropic projections. Published the best @CVAI_Show yet with @mlchild & @jameswilsterman Tuesday: ET30 with @Wing_VC on top startups + Podcast with @mintlify CEO @handotdev and @DecagonAI CEO @thejessezhang Wednesday: A thoughtful look...
Anthropic Pays $400M for AI Biotech, Touts 38,500% IRR
Anthropic acquired an AI for biological research startup for just over $400 million. You can read the letter Dimension wrote to their LPs which boasts a 38,513% IRR https://t.co/wneesuT5u7
Top 15 YC Startups We’re Excited About
we draft 15 YC startups that we're most excited about in the latter half of the episode https://t.co/EIo61wt3KI
Dynamic NYC Interviews Meet AI‑Powered Tech Talk
The Newcomer Podcast... in-person, NYC interview show... guests like @tfadell & @rabois... looking for guests where things can get animated and feisty and passionate... The Cerebral Valley Show... co-hosted with @mlchild & @jameswilsterman... chat show on AI, draft picks, top...
Bessemer's Track Record Highlights India's VC Growth
We continue our series of looking at venture capital performance in India with a story on Bessemer Venture Partners https://t.co/OjzXOWYEDD @followthemani
Nadella’s Bold Bets Propelled Microsoft to AI Supremacy
from @cityofthetown in @NewcomerMedia: The legend of Satya Nadella is of an executive who took over Microsoft a dozen years ago after the troubled reign of Steve Ballmer, and saved the company. He made Azure into a force and Office into a...
AI Moderates Now, but Future Models May Amplify Bias
Smart piece from @Noahpinion (picking up a thread from @dylanmatt) arguing that AI is a force for political moderation. Agree that's true now. I would just caution about celebrating too early: personalized and engagement-oriented LLMs will clearly emerge. Yes, given...
Cerebral Valley Show Explores Future of Innovation
The Cerebral Valley Show https://lnkd.in/e8mdEjnq with Max Child and James Wilsterman
Cerebral Valley Show Reaches Minimum Viable Podcast Milestone
Really think we have hit minimum viable podcast with the Cerebral Valley Show. If you are an early adopter, time to start watching. https://t.co/XpS3KGdIlg
Thrive and Notable Funds Outperform in VC Returns
VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO @maddierenbarger https://t.co/JRRnZpr6pM
Know What You Want, Act; Overthinking Hinders
Re introspection After I graduated from college and did not get offered a full-time job at the NYT where I was an intern, I decided to spend a month hiking on the Appalachian Trail to do some reflecting on what...
Megafunds Surge: Billions Raised Across Top VC Firms
It’s getting a little cliche over here to say but… Megafunds are riding high. If any week was proof of that, it was this one. First, TechCrunch reported Monday on Founders Fund’s rumored $6 billion growth fund that’s in the works. The same day,...
Musk Admits xAI Must Be Rebuilt From Scratch
so SpaceX shareholders picked up the pieces and now Musk says xAI needs to be rebuilt
Double Standard: Journalists Scolded, Business Manipulates Freely
the idea that journalists hold themselves to a moral standard and therefore should be constantly maligned for trying while everyone in business should just talk their book and manipulate the public is just so bankrupt.
Weakening Ohio Data‑center Wastewater Rules Risks AI Backlash
won't loose wastewater standards for data centers in states like Ohio only sour the electorate on AI in the longterm?
Emerging Manager Explores Industrial Tech Trends in New Fund
Watch @MichelleVolz and I talk about her new fund @pax_ventures. We discuss big themes in industrial tech + raising a fund as an emerging manager https://t.co/qy84WOhSde
Live Substack Chat on Defense Tech & Fundraising
going to go live on Substack with @MichelleVolz in 13 minutes at 2p ET. we'll talk big themes in defense / industrial tech, emerging vs megafunds, and her lessons from raising a new fund in this environment. @NewcomerMedia subscribers will...
Michelle Volz Launches Pax Ventures with $50M Fund
EXCLUSIVE: Ex-a16z Partner Michelle Volz Launches Pax Ventures with $50 Million First Fund to Bet on 'Industrial-Scale Markets' https://t.co/qADKBFz8lm
Sequoia India Unit Torn Apart by Power, Profit Dispute
Another great piece from @followthemani for @NewcomerMedia Sequoia’s Former India Unit Rocked by a Bitter Split Over Power & Profit Shares https://t.co/gl1dPgdIm3
Rare Glimpse Into Secretive Thrive's Performance Data
got my hands on Thrive's performance. secretive firm so this provides a rare snapshot of how they're doing https://t.co/5dbvPfrUF1
Thrive Secures $10B, Benchmark Lands Altman Deal
Big Wins for Two of Venture's Most Envied Firms: $10 Billion for Thrive & an Altman for Benchmark https://lnkd.in/eeuCamvv
Ramp and Rippling Are Less Overlapping Than Assumed
Ramp and Rippling don't have as much overlap as people think. So says @rabois 👀 @eglyman @parkerconrad https://t.co/6Xh1bcpnjw
Rabois Predicts Trump May Block China's Nvidia Chip Access
Here's @rabois saying he thinks the Trump administration may ultimately reverse course on letting China get access to Nvidia's best chips https://t.co/XImO09oRyf
Feisty Insights From My Talk with Keith Rabois
Just dropped my conversation with Keith Rabois . Things got feisty. https://lnkd.in/ei2xD9_X
2026 IPO Boom Falters From the Start
The 2026 IPO Boom Is Already Off to a Bad Start https://t.co/f7BR2zMb0I
VCs Fuel Silicon Valley's Aggressive Startup Roll‑up Wave
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm https://t.co/isY66sgWKh
Reid Hoffman Confirms He's Ruling
"You're ruling out a bubble bursting?" @reidhoffman: "Yes" https://t.co/LfVBBbZfsf
Investors Bet on Nuclear Tensions, Fresh Defense Capital
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets https://t.co/X75Amdor1M
Predicting 2026 AI Valuations and Investment Priorities
we are going to survey Cerebral Valley attendees ahead of a discussion of the results on stage. these good? what am I missing? OpenAI has said it would top $20 billion in annualized revenue this year. What will its revenue be...
Root Ventures Launches $190M Fund for Early Wonky Startups
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups https://t.co/9yvP8hW7oF
Sequoia Shakeup and OpenAI Missteps Highlight Industry Turmoil
Meaty Friday piece on Sequoia Capital's leadership shakeup, OpenAI's executive communications fumbles, and much more https://t.co/Lbioa0Q8SP
Introducing Cerebral Valley’s Heavyweights with Index Ventures
Meet the Cerebral Valley Heavy Weights with @IndexVentures https://t.co/MfyhKCjKam
New Media Redefined: Insights From Alex Danco and A16z
interesting piece on what new media is from @Alex_Danco and @a16z crew https://t.co/aEXT20msl4
Neoclouds Skip VCs, Target Public Markets Directly
Good one from @cityofthetown: Neoclouds Race for the Public Markets, Leaving VCs Behind https://t.co/bBRvTaZCmp
Cerebral Valley AI Summit to Shape 2026 Startup Strategies
The Cerebral Valley AI Summit is next week! Conversations on stage and in our discussion groups will help shape the strategies for many AI startups in 2026 https://t.co/9rRg7IPjvb
Top CEOs and Tech Leaders Headline Cerebral Valley AI Summit
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups https://t.co/87vOV5dqLa