Newcomer Podcast

The ServiceTitan IPO has been an unexpected bright spot as 2024 comes to a close. On this year’s final episode of the Newcomer Podcast, we discuss what other startups might follow in ServiceTitan’s footsteps next year. Eric defends the controversial ratchet provision in its last funding round. And we dig into Alphabet’

After a brief hiatus, the Newcomer podcast is back! Madeline Renbarger has rejoined me as my co-host to help break down all of the news across venture capital and startups. This week, we’re kicking off with a massive $693 million chip deal and Google’s huge quantum computing breakthroughs, in news that feels like flash

I’ve been spending some of the afternoon chatting with OpenAI’s now fully released o1. So far, I don’t know that it feels like the super intelligent ChatGPT 5 that we’ve all fantasized about — but it’s smart and sophisticated. The new model helped me to game out potential stories and talk through problems. And of cours

If you get some downtime over the Thanksgiving holiday, catch up on everything that happened at the Cerebral Valley AI Summit last week. We’ve got videos of all of the talks on stage on our YouTube channel and are sharing my conversation with Anthropic CEO Dario Amodei over our podcast feeds. Scale AI CEO Alexandr Wang

Cerebral Valley is tomorrow! I’ve been listening to old interviews, brainstorming with Claude and ChatGPT, and talking to investors to prep for my conversations with Dario Amodei, Martin Casado, and Alexandr Wang. We’ll be sharing those conversations here in the newsletter. Expect video highlights on our social media f

This is probably my favorite episode of the year. We just updated our picks for our artificial intelligence startup fantasy draft. That means dropping startups whose star is fading and making new pickups. Last year, Max Child, James Wilsterman, and I drafted the most promising generative AI startups that had raised $10