Newcomer Podcast
Newcomer Podcast
Podcast Description
A podcast about Silicon Valley, hosted by newsletter writer and independent journalist Eric Newcomer. Listen in for interviews with the dealmakers and builders who matter. Subscribe to newcomer.co for summaries of the episodes plus tech industry news, scoops, and analysis. www.newcomer.co
Podcast Insights
Content Themes
The podcast focuses on technology and venture capital, with themes including AI advancements, Silicon Valley's political dynamics, and startup funding trends. Episodes dive into specific issues such as the implications of AI policy under different administrations, the performance of venture capital after market shifts, and the ramifications of major company investments like ServiceTitan's IPO and Google's quantum breakthroughs.
Join Eric Newcomer, Tom Dotan, and Madeline Renbarger to get the inside story on the biggest news in Tech, Silicon Valley, and Venture Capital.
The AI boom is hitting real limits. In this episode, the Newcomer team breaks down why data centers are running out of power, what is really happening inside OpenAI after its latest shakeup, and why neocloud players like CoreWeave may be heading toward a financial crunch.
Eric Newcomer, Tom Dotan, and Maline Renberg explain the investor panic behind the scenes, the brutal GPU economics, and what these cracks mean for the future of AI infrastructure.
Disclaimer
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