Newcomer Podcast

How does the AI gold rush look from the helm of a $40-billion software giant? Salesforce co-founder, chair, and CEO Marc Benioff joins Eric Newcomer and Tom Dotan for a tour of the next tech boom cycle. The conversation opens with Benioff’s sweeping vision of “Agent Force 2.0,” where large language models paired with r

This week, we kick off by discussing Ben Smith’s bombshell post ”The group chats that changed America,” that exposed the private chats that nudged Silicon Valley’s money crowd into Trump’s orbit.  Then we hop to DC’s Hill-and-Valley Forum, where the mantra was industrial renaissance or bust. The race with China, AI’s e

We’re back to opining on the state of tech media! A16z has aqui-hired Erik Torenberg and his newsletter Turpentine, while the Technology Brothers with ties to Founders Fund have created a podcasting empire. Eric and Tom reminisce about the original wave of “going direct,” why it failed, and what’s different this time a

This week, Tom breaks down his scoops on how the big foundation model providers are doing.and much to the chagrin of our resident skeptic, they’re earning lots of real revenue! OpenAI is on track to crack over $12 billion in revenue this year, and Anthropic projects it will double its ARR to $4 billion by the end of th

We're welcoming special guest Tom Dotan of Dead Cat fame to the show this week — just in time for the tariff market meltdown. To Silicon Valley's Trump supporters, we hate to say we told you so, but it's hard to imagine how these tariffs on our biggest trading partners will benefit tech and artificial intelligence deve

OpenAI has done it again. The AI giant closed $40 billion in fresh funding (kind of) led by Softbank, We debate the bull and bear case for OpenAI's $300 billion valuation. Eric sticks to his guns from his previous bear case, but Madeline is more optimistic about OpenAI's consumer revenue. We also go over the latest in