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Newcomer

Newcomer is the blog and newsletter of Eric Newcomer, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 653 posts published between October 2020 and September 2026. Recent coverage focuses on AI (Horizontal), Venture Capital & Startups and Enterprise Software. Newcomer publishes roughly 12 posts a month; the best of them appear in the SandHill weekly digest.

653 posts indexed12 in the last 30 daysAI (Horizontal) · Venture Capital & Startups · Enterprise Software · Retail & E-commerceVisit site ↗

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

Thursday, 20 August 2026

2 pieces
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation
AI (Horizontal)
The Story of a Cap Table: OpenRouter
AI (Horizontal)

Wednesday, 19 August 2026

1 piece
Is AINS the Next SaaS?
AI (Horizontal) · Legal · Insurance

Friday, 14 August 2026

1 piece
Thrive Capital Finds its Lane as a New Kind of Venture Investor
Venture Capital & Startups · AI (Horizontal)

Thursday, 13 August 2026

1 piece
AI Frenzy Brings Dual Valuation Deals into the Mainstream
AI (Horizontal) · Venture Capital & Startups

Tuesday, 11 August 2026

2 pieces
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit
AI (Horizontal) · Venture Capital & Startups
Decagon Hit $100 Million Betting Against Forward Deployed Engineers
Enterprise Software · AI (Horizontal)

Friday, 7 August 2026

2 pieces
The Big Cheese Hits Theaters Today in NYC
Media & Entertainment
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons
Enterprise Software · Venture Capital & Startups

Friday, 31 July 2026

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

Wednesday, 29 July 2026

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

Friday, 24 July 2026

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

Thursday, 23 July 2026

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

Wednesday, 22 July 2026

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

Tuesday, 21 July 2026

1 piece
Help Us Improve Newcomer — Fill Out This Short Survey For a Chance to Earn Six Free Months

Friday, 17 July 2026

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

Thursday, 16 July 2026

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

Friday, 10 July 2026

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

Thursday, 2 July 2026

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

Wednesday, 1 July 2026

1 piece
Hollywood's AI Anxiety on Full Display as Google's A24 Investment Draws Fire

Friday, 26 June 2026

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

Thursday, 25 June 2026

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

Wednesday, 24 June 2026

1 piece
Hot AI Summer: What the Latest Talent Moves Mean in the Great Foundation Model Race

Friday, 19 June 2026

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