Newcomer Newsletter

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception

Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event

IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?

SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic

Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order

Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One

9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More

CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages

Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…

AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…

Founders Fund's New Media Play: Tech Celebrities Playing Mafia

Booming AI Revenues Boost Inference Startups to Decacorn Status

‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs

Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Pa…

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.

Voice AI Investment Surges as Enterprise Applications Gain Traction

We're Back. The Cerebral Valley AI Summit Returns to London on June 24.

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

At Shield AI, a Young Product Guru Fights for God & Country

Rapid Improvements in Foundation Models Surprise Even the Optimists

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

All Talk, All Action

SCOOP: Y Combinator Startups Land Checks, Gather Hype as Neo & Others Vie for Talent

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test

The Trials of Satya Nadella

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO

Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders