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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 ↗

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.

Wednesday, 17 June 2026

2 pieces
One Week Until the Cerebral Valley AI Summit in London! See the Speaker & Discussion Leader Lineup
Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

Tuesday, 16 June 2026

1 piece
DATABRICKS CEO ALI GHODSI: A Costly AI Training Foray, Sidestepping the Model Wars & the Push to Kill Tokenmaxxing Bloat

Friday, 12 June 2026

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

Monday, 8 June 2026

1 piece
VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes

Friday, 5 June 2026

1 piece
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings

Thursday, 4 June 2026

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

Tuesday, 2 June 2026

1 piece
New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion Group Leaders Announced

Friday, 29 May 2026

1 piece
Booming AI Revenues Boost Inference Startups to Decacorn Status

Thursday, 28 May 2026

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

Friday, 22 May 2026

1 piece
Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.

Thursday, 21 May 2026

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

Friday, 15 May 2026

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

Tuesday, 12 May 2026

1 piece
Consumer Investors Say Their Category Isn’t Dead. It’s Different.

Monday, 11 May 2026

1 piece
13 Videos From the Cerebral Valley Voice Summit: Sierra's Bret Taylor, Wispr Flow's Tanay Kothari, MiniMax's Linda Sheng & More

Friday, 8 May 2026

1 piece
Customer Support & Dictation Loom Large As Voice Startup Leaders Prepare for a World of Talking Machines
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