Newcomer Newsletter

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