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OpenAI: A $300 Billion Non-Profit?
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 fro…
Published on 4 months, 3 weeks ago
Vibecode Showdown
This week, Eric shared the details of his vibe coding frenzy from the past few weeks, testing out Vercel and the buzziest coding assistant of moment, Lovable. We unpack the benefits and remaining hea…
Published on 5 months ago
The Biggest Deal of the Year!
We're opening in a celebratory mood this week with Wiz's big exit to Google, which if it holds will offer some much needed liquidity to venture firms and their LPs. It's a big win for several of Sili…
Published on 5 months, 1 week ago
Everything's Computer
We’re recording this episode on the ground from two different tech conferences, the flashy new HumanX summit in Las Vegas and the now-veteran status South By Southwest in Austin. We cover how the att…
Published on 5 months, 2 weeks ago
Best Crypto to AI Pivot Ever
In this episode of the Newcomer Podcast, Eric and Madeline dissect why VCs are mad about Trump’s plans for a strategic crypto reserve. Even the biggest boosters and loudest voices for deregulation ar…
Published on 5 months, 3 weeks ago
$200 Billion for Data Centers... In This Economy?
Eric and Madeline break down the week that was in AI news in this episode of The Newcomer Podcast, from the unnecessary panic caused by reports of Microsoft cancelling leases for data centers to Nvid…
Published on 6 months ago
Humane’s HP Exit & the Foundation Model Slugfest
In this episode of the Newcomer Podcast, Eric and Madeline give a sendoff to the Humane and its AI Pin. The company was acquired by HP for its AI talent, in a darkly poetic ending for former Apple en…
Published on 6 months, 1 week ago
Elon Musk’s Boisterous OpenAI Bid
Eric and Madeline unpack the biggest “deal that wasn’t” story of Elon Musk’s unsolicited offer to purchase OpenAI for $97.4 billion. WIth Sam Altman flat-out rejecting the offer on X, this feels less…
Published on 6 months, 2 weeks ago
DOGE's Twitter Firestorm
In this episode of the Newcomer podcast, Eric Newcomer and Madeline Renbarger dig into all of the chaos in Washington led by Elon Musk and his team of young staffers. They push back on the attacks fr…
Published on 6 months, 3 weeks ago
The DeepSeek Fire Drill
In this episode, Eric Newcomer and Madeline Renbarger break down DeepSeek’s impact on western AI companies. Is it really the “AI Sputnik Moment” that investors have called it, or just a CCP bluff?
The…
Published on 6 months, 4 weeks ago