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.
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.
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 the year. But have we hit the AGI moment? Eric relays his o3 experiments as evidence. Madeline gets into the perpetual VC optimism in spite of market turmoil and why AI has early stage investors mostly unphased.
In the second half of our show, Eric interviews Contrary’s Kyle Harrison about his viral foundation model market map and why AI has led many VCs to embrace startup polyamory.
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