Newcomer Podcast

We're welcoming Bloomberg's Kate Clark to the show this week and diving into her reporting on the rough fundraising environment for any VC that isn't an a16z or GC-style megafund. The only emerging funds that can raise, it seems, are ones that are started by investors who leave these brands. If it weren't for the AI fu

In this special episode, we feature two interviews recorded live during Newcomer’s Breaking the Bank Summit, a financial technology summit held this week in San Francisco. We’re including two of the most dynamic discussions here, beginning with Gabriel Stengel of Rogo and Jeff Seibert of Digits, followed by an intervie

Eric relays his dispatch from Dimension Capital’s biotech summit in Park City, where the crowd was much more academic than the conferences we usually attend. Biotech stocks aren’t doing great, meanwhile university funding cuts could spell trouble for drug research. Still, people were rosy about AI tools.  We also took

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