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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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Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.

Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds

Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders

Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists

War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out

MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance

For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk

EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures

Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.

India Quotient Shows How the VC Power Law Can Make or Break a Fund
India Quotient Shows How the VC Power Law Can Make or Break a Fund

Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.

Nvidia Is Carrying the AI Economy. Is That a Problem?
Nvidia Is Carrying the AI Economy. Is That a Problem?

Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures

A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs

Two Huge Exits Show the Power of a16z’s Megafund Model
Two Huge Exits Show the Power of a16z’s Megafund Model

SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation

The Story of a Cap Table: OpenRouter
The Story of a Cap Table: OpenRouter

Is AINS the Next SaaS?
Is AINS the Next SaaS?

Thrive Capital Finds its Lane as a New Kind of Venture Investor
Thrive Capital Finds its Lane as a New Kind of Venture Investor

AI Frenzy Brings Dual Valuation Deals into the Mainstream
AI Frenzy Brings Dual Valuation Deals into the Mainstream

Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit

Decagon Hit $100 Million Betting Against Forward Deployed Engineers
Decagon Hit $100 Million Betting Against Forward Deployed Engineers

The Big Cheese Hits Theaters Today in NYC
The Big Cheese Hits Theaters Today in NYC

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Booming AI Revenues Boost Inference Startups to Decacorn Status
Booming AI Revenues Boost Inference Startups to Decacorn Status

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

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

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

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

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

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

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

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

Voice AI Investment Surges as Enterprise Applications Gain Traction
Voice AI Investment Surges as Enterprise Applications Gain Traction

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

Stakes Keep Getting Higher for the SpaceX IPO
Stakes Keep Getting Higher for the SpaceX IPO

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

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

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

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

Rapid Improvements in Foundation Models Surprise Even the Optimists
Rapid Improvements in Foundation Models Surprise Even the Optimists

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

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

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

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

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

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

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

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030
Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

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

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

The Trials of Satya Nadella
The Trials of Satya Nadella

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray
Big Guns Including Bezos & Blackstone Join the AI Transformation Fray