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Newcomer

Your seat at the cap table. Written by Eric Newcomer. This page collects 677 posts published between October 2020 and November 2026. Recent coverage focuses on Venture Capital & Startups, AI (Horizontal) and AI Infrastructure. Newcomer publishes roughly 17 posts a month; the best of them appear in the SandHill weekly digest.

677 posts indexed17 in the last 30 daysVenture Capital & Startups · AI (Horizontal) · AI Infrastructure · FintechVisit site ↗

Friday, 6 November 2026

2 pieces
CEOs of Perplexity, Applied Intuition, Flapping Airplanes, Vercel & General Catalyst Join Cerebral Valley Speaker Lineup Ahead of Our Summit Next Week↗
Venture Capital & Startups
The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Thursday, 5 November 2026

2 pieces
Introducing Emergent: The Founder-Generated Startup List↗
AI (Horizontal) · AI Infrastructure · Developer Tools
EXCLUSIVE: Sequoia Parts Ways With Half-a-Dozen Partners, Shuts European Office Amid AI-Era Reorg↗
Venture Capital & Startups

Wednesday, 4 November 2026

1 piece
Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths↗
AI (Horizontal) · Venture Capital & Startups

Monday, 2 November 2026

1 piece
Compute Crunch? Startups Aim to Financialize It↗
AI Infrastructure · Fintech

Friday, 30 October 2026

1 piece
Big Tech Defied Tradition With a Risky Bet on Trump. It’s Not Looking Like a Winner. ↗
Venture Capital & Startups · Government & Public Sector

Thursday, 29 October 2026

1 piece
EXCLUSIVE: Former Sequoia India Partners Launch Mettle Capital with $350 million Fund↗
Venture Capital & Startups

Wednesday, 28 October 2026

1 piece
The New Space Race: Startups Press Ahead on ‘Orbital Infrastructure,’ Test Feasibility of Data Centers ↗
AI Infrastructure · Semiconductors · Defense & Aerospace

Monday, 26 October 2026

1 piece
Anthropic’s S-1: Key Data Points & Fun Facts for Venture Investors ↗
AI Infrastructure

Friday, 23 October 2026

1 piece
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗
Venture Capital & Startups · AI (Horizontal)

Thursday, 22 October 2026

1 piece
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗
AI (Horizontal) · Venture Capital & Startups

Wednesday, 21 October 2026

2 pieces
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗
Venture Capital & Startups
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗
Venture Capital & Startups

Monday, 19 October 2026

1 piece
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗
Fintech

Friday, 16 October 2026

1 piece
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗
AI Infrastructure · Energy & Climate

Wednesday, 14 October 2026

1 piece
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗
Venture Capital & Startups · AI (Horizontal)

Friday, 9 October 2026

1 piece
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗
AI (Horizontal) · AI Infrastructure

Thursday, 8 October 2026

1 piece
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗
Venture Capital & Startups · AI (Horizontal)

Tuesday, 6 October 2026

1 piece
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗
Fintech · AI (Horizontal)

Friday, 2 October 2026

1 piece
Anthropic's IPO Can't Wait Forever↗
AI Infrastructure · Semiconductors · Venture Capital & Startups

Thursday, 1 October 2026

2 pieces
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗
Venture Capital & Startups
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗
Semiconductors · AI Infrastructure

Wednesday, 30 September 2026

1 piece
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗
AI (Horizontal) · Fintech · Banking & Capital Markets

Friday, 25 September 2026

1 piece
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗
AI (Horizontal) · Consumer · Retail & E-commerce

Wednesday, 23 September 2026

2 pieces
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗
AI (Horizontal) · Energy & Climate
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders↗
AI (Horizontal)

Tuesday, 22 September 2026

1 piece
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗
Venture Capital & Startups

Friday, 18 September 2026

1 piece
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Wednesday, 16 September 2026

1 piece
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance↗
Fintech · Banking & Capital Markets

Friday, 11 September 2026

1 piece
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗
AI (Horizontal) · Cybersecurity

Thursday, 10 September 2026

1 piece
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗
Venture Capital & Startups

Tuesday, 8 September 2026

1 piece
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗
Venture Capital & Startups

Friday, 4 September 2026

1 piece
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗
AI (Horizontal) · Venture Capital & Startups

Thursday, 3 September 2026

2 pieces
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗
Venture Capital & Startups
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗
AI (Horizontal) · Retail & E-commerce · Fintech

Friday, 28 August 2026

1 piece
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗
AI (Horizontal) · AI Infrastructure · Enterprise Software

Thursday, 27 August 2026

1 piece
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗
AI (Horizontal) · Enterprise Software

Wednesday, 26 August 2026

1 piece
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗
Venture Capital & Startups · AI (Horizontal)

Friday, 21 August 2026

1 piece
Two Huge Exits Show the Power of a16z’s Megafund Model↗
AI (Horizontal) · Venture Capital & Startups
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