domain | newcomer.co |
summary | The content is a summary of recent developments from various tech companies, including SpaceX's Starlink business growth which may insulate Musk’s space company from potential Trump retaliation; Sequoia-backed VCs offloading shares in OpenAI secondaries amid an Apple-OpenAI battle for AI supremacy and Microsoft's growing interest. The newsletter also features coverage on the Cerebral Valley Summit London event with notable speakers, a spotlight report "A Week of Confrontation: Musk vs Trump," new funding rounds by Akido Labs ($60 million) for its AI assistant designed to support doctors in their work; venture capitalists taking shares from OpenAI secondary offerings as they wait out Apple's interest and Microsoft's growing stake. Additionally highlighted are updates on the potential impact of artificial intelligence (AI), such as Sequoia's commitment to indie filmmakers using quality video tools, health tech startup funding opportunities for new VCs this year ("Health Tech is Hopping"), with notable investments in OpenEvidence by GV & Kleiner Perkins at a $3 billion valuation. Other features include discussions on Chamath Palihapitaya breaking up professional relationships; the Sequoia, Founders Fund Top Venture Manager Survey featuring Elad Gil's comments from Benchmark Media Corp.; Lightspeed Ventures' funding news and strategy disclosures ("REVEALED: Lightspeed is Returning") following confidential fundraising slides revealed. Other topics include a discussion of stablecoins dominating fintech discussions at Newcomer's "Breaking the Bank" Summit, alongside CEO interviews with platforms like Ramp (personalization), Gusto (benefits platform) & Plaid (financial services). The newsletter also mentions an interview series on Microsoft as part of its battle for AI supremacy. Additionally featured is a special report from Emily Rosenberg's podcast titled 'The Scam in the Arena', featuring discussions about venture capitalists' latest moves amidst Apple's interest and Microsoft's growing stake, such as Lightspeed Ventures offloading shares (May 9). Lastly mentioned are notable interviews with CEOs like Zach Perret of Plaid & Josh Reeves of Gusto at Newcomer's "Breaking The Bank" Summit. |
title | Newcomer | Eric Newcomer | Substack |
description | Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger. Click to read Newcomer, a Substack publication with hundreds of thousands of subscribers. |
keywords | newcomer, more, share, copy, link, email, notes, post, bank, summit, tech, venture, breaking, trump, sequoia, assistant, doctors |
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nslookup | A 198.185.159.144 |
created | 2025-05-17 |
updated | 2025-06-08 |
summarized | 2025-06-08 |
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