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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 ↗

Tuesday, 3 February 2026

1 piece
REVEALED: Accel India Returns Show Early Home Runs, Recent Struggles

Friday, 30 January 2026

1 piece
Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention.

Tuesday, 27 January 2026

1 piece
Foundation Future Seeks $3 Billion Valuation as Ex-Synapse CEO Tries Robotics Comeback

Monday, 26 January 2026

1 piece
Alex Pretti Is a Patriot. Tim Cook Is a Quisling.

Friday, 23 January 2026

1 piece
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders

Friday, 16 January 2026

1 piece
AI Talent Wars a Wildcard for Founders & Investors as Valuations Soar

Friday, 9 January 2026

1 piece
Andreessen Horowitz's Fresh $15 Billion Gives it Over $90 Billion in Assets Under Management

Thursday, 8 January 2026

1 piece
Satellite Company Astranis Raising Above $2 Billion in Defense Tech Frenzy

Tuesday, 6 January 2026

1 piece
EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund

Tuesday, 23 December 2025

1 piece
18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI

Monday, 22 December 2025

1 piece
The 2026 IPO Boom Is Already Off to a Bad Start

Friday, 19 December 2025

1 piece
Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags

Thursday, 18 December 2025

1 piece
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm

Friday, 12 December 2025

1 piece
Tech M&A Had a Decent Year. The Big One is Yet to Come.

Tuesday, 9 December 2025

1 piece
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube

Friday, 5 December 2025

1 piece
OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race

Tuesday, 2 December 2025

1 piece
Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly

Monday, 1 December 2025

1 piece
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets

Wednesday, 26 November 2025

1 piece
Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!

Friday, 21 November 2025

1 piece
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk

Monday, 17 November 2025

1 piece
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More

Thursday, 13 November 2025

2 pieces
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phase
Cerebral Valley AI Summit Audience Survey Results

Wednesday, 12 November 2025

1 piece
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Web

Monday, 10 November 2025

1 piece
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups

Friday, 7 November 2025

1 piece
Sequoia's Unexpected Steward Shakeup

Thursday, 6 November 2025

1 piece
Meet The Cerebral Valley Heavy Weights

Wednesday, 5 November 2025

1 piece
Neoclouds Race for the Public Markets, Leaving VCs Behind

Tuesday, 4 November 2025

1 piece
The Story of a Cap Table: Navan

Friday, 31 October 2025

1 piece
OpenAI's Challenge: Pursuing a Trillion-Dollar IPO While Building Public Trust

Thursday, 30 October 2025

1 piece
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups

Wednesday, 29 October 2025

1 piece
A Newcomer Baby & Reflections on Newcomer's Five Year Anniversary

Friday, 24 October 2025

1 piece
OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work.

Wednesday, 22 October 2025

1 piece
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle

Friday, 17 October 2025

2 pieces
Deregulated Finance Is Having a Moment. A Flash Crash Highlights the Risks.
ElevenLabs, Intercom, BaseTen and LinearJoining as Speakers at Cerebral Valley

Thursday, 16 October 2025

1 piece
Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns

Friday, 10 October 2025

2 pieces
AMD’s Rise Signals Fresh Competition in AI Chips. Startups Are in the Game Too.
Hollywood Sees OpenAI Turning its Back on the Movies

Friday, 3 October 2025

1 piece
OpenAI's Sora 2 Heralds the AI Era for Social Media & the ‘Attention Economy'
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