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HOME/NEWCOMER NEWSLETTER
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Newcomer Newsletter

ISSUES 56LATEST SEP 18, 2026AUTHOR ERIC NEWCOMER
01
SEP 18, 2026
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out
ERIC NEWCOMER
02
SEP 16, 2026
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance
ERIC NEWCOMER
03
SEP 11, 2026
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk
ERIC NEWCOMER
04
SEP 10, 2026
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures
ERIC NEWCOMER
05
SEP 4, 2026
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.
ERIC NEWCOMER
06
SEP 3, 2026
India Quotient Shows How the VC Power Law Can Make or Break a Fund
ERIC NEWCOMER
07
SEP 3, 2026
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.
ERIC NEWCOMER
08
AUG 28, 2026
Nvidia Is Carrying the AI Economy. Is That a Problem?
ERIC NEWCOMER
09
AUG 27, 2026
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ven…
ERIC NEWCOMER
10
AUG 26, 2026
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs
ERIC NEWCOMER
11
AUG 21, 2026
Two Huge Exits Show the Power of a16z’s Megafund Model
ERIC NEWCOMER
12
AUG 19, 2026
Is AINS the Next SaaS?
ERIC NEWCOMER
13
AUG 14, 2026
Thrive Capital Finds its Lane as a New Kind of Venture Investor
ERIC NEWCOMER
14
AUG 13, 2026
AI Frenzy Brings Dual Valuation Deals into the Mainstream
ERIC NEWCOMER
15
AUG 11, 2026
Decagon Hit $100 Million Betting Against Forward Deployed Engineers
ERIC NEWCOMER
16
AUG 7, 2026
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons
ERIC NEWCOMER
17
JUL 31, 2026
The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
ERIC NEWCOMER
18
JUL 29, 2026
Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit
ERIC NEWCOMER
19
JUL 24, 2026
High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
ERIC NEWCOMER
20
JUL 23, 2026
SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception
ERIC NEWCOMER
21
JUL 22, 2026
Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event
ERIC NEWCOMER
22
JUL 17, 2026
IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?
ERIC NEWCOMER
23
JUL 16, 2026
SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic
ERIC NEWCOMER
24
JUL 10, 2026
Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order
ERIC NEWCOMER
25
JUL 2, 2026
Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One
ERIC NEWCOMER
26
JUN 26, 2026
9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More
ERIC NEWCOMER
27
JUN 25, 2026
CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages
ERIC NEWCOMER
28
JUN 19, 2026
Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.
ERIC NEWCOMER
29
JUN 17, 2026
Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.
ERIC NEWCOMER
30
JUN 12, 2026
David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…
ERIC NEWCOMER
31
JUN 5, 2026
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…
ERIC NEWCOMER
32
JUN 4, 2026
Founders Fund's New Media Play: Tech Celebrities Playing Mafia
ERIC NEWCOMER
33
MAY 29, 2026
Booming AI Revenues Boost Inference Startups to Decacorn Status
ERIC NEWCOMER
34
MAY 28, 2026
‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs
ERIC NEWCOMER
35
MAY 22, 2026
Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Pa…
ERIC NEWCOMER
36
MAY 21, 2026
SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision
ERIC NEWCOMER
37
MAY 15, 2026
The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
ERIC NEWCOMER
38
MAY 1, 2026
California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.
ERIC NEWCOMER
39
APR 30, 2026
Voice AI Investment Surges as Enterprise Applications Gain Traction
ERIC NEWCOMER
40
APR 20, 2026
We're Back. The Cerebral Valley AI Summit Returns to London on June 24.
ERIC NEWCOMER
41
APR 17, 2026
US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?
ERIC NEWCOMER
42
APR 14, 2026
At Shield AI, a Young Product Guru Fights for God & Country
ERIC NEWCOMER
43
APR 10, 2026
Rapid Improvements in Foundation Models Surprise Even the Optimists
ERIC NEWCOMER
44
APR 6, 2026
What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes
ERIC NEWCOMER
45
APR 3, 2026
Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal
ERIC NEWCOMER
46
APR 3, 2026
Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith
ERIC NEWCOMER
47
APR 2, 2026
All Talk, All Action
ERIC NEWCOMER
48
APR 2, 2026
SCOOP: Y Combinator Startups Land Checks, Gather Hype as Neo & Others Vie for Talent
ERIC NEWCOMER
49
APR 1, 2026
Harvey & Legora in a Land-Grab Race for Dominance of Legal AI
ERIC NEWCOMER
50
MAR 30, 2026
Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030
ERIC NEWCOMER
51
MAR 27, 2026
Silicon Valley Learns to Love the Government — at Least When it’s Friendly
ERIC NEWCOMER
52
MAR 25, 2026
VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test
ERIC NEWCOMER
53
MAR 24, 2026
The Trials of Satya Nadella
ERIC NEWCOMER
54
MAR 20, 2026
Big Guns Including Bezos & Blackstone Join the AI Transformation Fray
ERIC NEWCOMER
55
MAR 18, 2026
VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO
ERIC NEWCOMER
56
MAR 17, 2026
Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders
ERIC NEWCOMER