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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.

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

6/26/2026

Watch the on-stage talks from our latest Cerebral Valley AI Summit

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

6/25/2026

Notes from talks with Cohere's Aidan Gomez, Alphabet's R. Martin Chavez, Recursive's Josh Tobin, Index's Danny Rimer, Sequoia's Luciana Lixandru & More

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

6/24/2026

Seminal names including Andrej Karpathy, Noam Shazeer, John Jumper & Barret Zoph have changed horses at a key juncture. Here’s what insiders say is happening.

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

6/19/2026

Plus, Gavin Newsom takes a pro-tech stance on data centers & starts to emerge as a pragmatist

One Week Until the Cerebral Valley AI Summit in London! See the Speaker & Discussion Leader Lineup

6/17/2026

Speakers from OpenAI, Alphabet, Gradium, Cohere & more will hit the stage in London on June 24

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

6/17/2026

Investors tout a 'rebel alliance' of open-source startups across the AI stack

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

6/16/2026

Databricks releases products to compete with ClickHouse, Splunk & Oracle

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

6/12/2026

Plus, pressure on token prices, a Databricks round in the works & more

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

6/8/2026

From Vinod Khosla to Sequoia Capital, founders posted through their grievances

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

6/5/2026

Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI

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

6/4/2026

Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.

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

6/2/2026

Apply to secure your spot for the summit on June 24 in London

Booming AI Revenues Boost Inference Startups to Decacorn Status

5/29/2026

Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values

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

5/28/2026

Salesforce & Uber are among those investing heavily. A fierce debate is roiling the industry on when & how to measure ROI.

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

5/22/2026

Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI

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

5/21/2026

Big ambitions in space-based compute show the rocket-and-AI company's drive to dominate AI infrastructure for his own purposes — and for re-sale

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

5/15/2026

Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire

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

5/12/2026

VCs are shifting their definitions to include coding assistants & other prosumer AI tools

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

5/11/2026

Watch our panels from the first Cerebral Valley Voice Summit

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

5/8/2026

Voice models are a few steps behind text models but the industry is preparing for takeoff. Our takeaways from the Cerebral Valley Voice Summit.

California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.

5/1/2026

Plus, the data center push gets bumpy & Musk v. Altman gets lively

Voice AI Investment Surges as Enterprise Applications Gain Traction

4/30/2026

How Deepgram, Wispr & Abridge customers are using voice AI in their workdays

A Top India Fund Shows One Path for a Different Kind of VC

4/29/2026

Raising funds domestically in India is no picnic. Sudhir Sethi's answer has been returning cash faster, even if it hurts long-term returns.

Stakes Keep Getting Higher for the SpaceX IPO

4/24/2026

Plus, Bill Gurley questions the supposed compute shortage & Bob Iger returns to Thrive

xAI's Move to Buy Cursor Shows the Promise & the Risks for AI Applications Startups

4/22/2026

The $60 billion acquisition, with a $10 billion breakup fee, is a huge win for a16z, Thrive, and Accel

We're Back. The Cerebral Valley AI Summit Returns to London on June 24.

4/20/2026

We're welcoming speakers from Cohere, Higgsfield & Gamma on stage this summer

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

4/17/2026

Plus, the 'Mythos moment' could bring a vibe shift on AI regulation & Accel joins this year's multi-billion-dollar raise club

At Shield AI, a Young Product Guru Fights for God & Country

4/14/2026

Armor Harris, a protege of Elon Musk, aims to be at the head of the drone warfare pack

Rapid Improvements in Foundation Models Surprise Even the Optimists

4/10/2026

Plus, VC deal volume surges in Q1 & Ali Partovi's Neo shines

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

4/6/2026

Simo on medical leave. CFO & CEO on the outs? Plus, New Yorker's Altman profile.

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

4/3/2026

Plus, Snap's Evan Spiegel gets activist challenge & OpenAI buys the TBPN podcast

Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal

4/3/2026

The deal comes as its rival just bought a talk show.

SCOOP: Y Combinator Startups Land Checks, Gather Hype as Neo & Others Vie for Talent

4/2/2026

AI infrastructure & legal tech are generating buzz

CEOs of LiveKit, Deepgram, Cartesia, Wispr Flow & More Join the Lineup for the First Cerebral Valley Voice Summit

4/2/2026

We'll be all talk and all action on May 6 in San Francisco

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

4/1/2026

What it all means for lawyers & law firms is still up in the air

Mintlify, Serval, ElevenLabs & Anthropic Top Enterprise Tech 30 VC Survey

3/31/2026

Wing surveyed top VCs about promising enterprise startups

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

3/30/2026

We talk about it & more on the Cerebral Valley Show

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

3/27/2026

Plus, Kleiner’s big fundraise & a reckoning for social media

VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test

3/25/2026

Smaller funds yield more cash faster than peers, but limit the upside

The Trials of Satya Nadella

3/24/2026

The Microsoft CEO was a hero. But glory is fleeting in the AI era.

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

3/20/2026

Plus, venture funds from the last 4 years are outperforming those from 2017-2021 on paper