Newcomer Pod

Eric Newcomer | newcomer.co
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Join Eric Newcomer, Tom Dotan, and Madeline Renbarger to get the inside story on the biggest news in Tech, Silicon Valley, and Venture Capital.

  1. Matt Mahan — "California's Failure Is the Best Ammunition Trump Has Ever Had"

    VOR 5 TAGEN

    Matt Mahan — "California's Failure Is the Best Ammunition Trump Has Ever Had"

    Matt Mahan is the Mayor of San Jose and a candidate for Governor of California. He is one of the only prominent Democrats in the state willing to say out loud that California's failure to fix housing, homelessness, and energy costs has handed the MAGA movement its best ammunition. It isn't a partisan argument. It's a governance one. In this conversation, Eric sits down with Matt to get into why California has spent $20 billion on high speed rail and delivered nothing, why the billionaire wealth tax will backfire, and how San Jose reduced homelessness by a third without raising taxes. They also get into his break with Gavin Newsom, the tech industry's growing political power, and what a competence first Democratic message actually looks like in practice. They also talk about what's next — the jungle primary on June 2nd, what Matt thinks California needs from its next governor, and why he believes fixing the state is the most powerful counter to what's happening in Washington right now.

    1 Std. 5 Min.
  2. Shardul Shah — "I wired the money before knowing what they were building"

    20. MÄRZ

    Shardul Shah — "I wired the money before knowing what they were building"

    Shardul Shah, Partner at Index Ventures, was one of the first checks into Wiz — the Israeli cybersecurity company Google acquired for $32 billion. It wasn't luck. It was a decade-long relationship with the founders, a willingness to wire money on conviction alone, and a philosophy that treats risk calculus as a fool's errand.In this conversation, Eric sits down with Shardul to unpack how the Wiz deal actually came together, what Google really bought for $32 billion, and why mid-sized acquisitions almost always fail. They get into how Index thinks about doubling down across funds, why Shardul refuses to invest in a founder he's only met over Zoom, and what he saw in the Wiz founders a decade before anyone else was paying attention.They also talk about what's next — the categories Shardul is hunting, the founders he's already betting on, and why he thinks everything that happened with Wiz should stretch every entrepreneur's sense of what's possible.Eric Newcomer covers the inner workings of startups and venture capital. Subscribe for interviews with the people building and funding the next generation of tech.

    56 Min.
  3. Barry McCardel on Why Everyone Is Copying Palantir’s Playbook (And Getting It Wrong)

    16. MÄRZ

    Barry McCardel on Why Everyone Is Copying Palantir’s Playbook (And Getting It Wrong)

    Barry McCardel spent years at Palantir before co-founding Hex, the AI data platform he describes as “Cursor for data.” In this conversation with Eric Newcomer, he breaks down Palantir’s business model, the truth about forward deployed engineers, how AI agents are changing data analytics and business intelligence, and why Hex is taking a different path in enterprise software.They also get into AI agents, the future of data work, the reinvention of business intelligence, whether white-collar jobs are really at risk, and the fight over Anthropic, defense tech, surveillance, and government power.

    1 Std. 2 Min.
  4. Rick Heitzmann: The AI Boom Is Forcing a New IPO Wave

    9. MÄRZ

    Rick Heitzmann: The AI Boom Is Forcing a New IPO Wave

    Rick Heitzmann of FirstMark joins the Newcomer Podcast to discuss the state of venture capital, the AI investment boom, and why the next wave of tech IPOs may be closer than many expect. Rick shares how investors are thinking about AI infrastructure, the role of data as the core advantage in the AI race, and why massive private capital has allowed companies to stay private far longer than in previous cycles. As AI companies continue raising unprecedented amounts of money, the conversation turns to what happens when that capital eventually runs out and why public markets may become the next step. Eric and Rick also discuss the broader venture cycle, the impact of market uncertainty on IPO timing, and how investors are navigating a period defined by rapid technological change and massive AI spending. This conversation explores how venture capital is adapting to the AI era and what it could mean for the future of startups, public markets, and the next generation of tech giants.

    50 Min.
  5. Can Tech Work With Zohran Mamdani? | Julie Samuels

    4. MÄRZ

    Can Tech Work With Zohran Mamdani? | Julie Samuels

    How does New York’s tech industry navigate AI, city politics, and a new mayor in the Trump era?Julie Samuels, President and CEO of Tech:NYC, joins the Newcomer Podcast to discuss the growing intersection of technology and politics. Samuels has spent years at the center of New York’s tech ecosystem, working with founders and policymakers as the industry becomes a larger force in public policy.Eric and Julie talk about tensions between the tech industry and progressive politics, including the rise of Zohran Mamdani and how tech leaders are navigating a shifting political landscape. They also discuss Trump-era tech politics, efforts to modernize government with technology, New York’s Empire AI initiative, and debates around wealth taxes, billionaire flight, and the energy demands of AI data centers.Julie also explains the work Tech:NYC does behind the scenes to advocate for the industry while trying to bridge the growing gap between technologists and the public.Subscribe for more conversations with the people shaping technology, venture capital, and policy.

    47 Min.
  6. Jeremy Levine on AI Hype, Market Cycles & Playing the Long Game

    19. FEB.

    Jeremy Levine on AI Hype, Market Cycles & Playing the Long Game

    How does one of the most established venture capital firms in the world think about the so called “SaaS apocalypse”? Jeremy Levine of Bessemer Venture Partners joins the Newcomer Podcast to discuss the SaaS repricing, the acceleration of AI, and why venture capital remains a long game.We unpack whether SaaS is broken or simply reset after years of excess, and why AI companies are scaling faster than anything we have seen before. Jeremy shares his perspective on foundation model giants like Anthropic, the coming wave of robotics, and the unsolved manipulation problem that could define the next decade.We also discuss scale in venture capital, how AI is changing investing, and why, in Jeremy’s words, this is ultimately a patient person’s game.

    55 Min.
  7. Keith Rabois and Eric Newcomer's Heated Conversation on Tech, Trump, and Tariffs

    12. FEB.

    Keith Rabois and Eric Newcomer's Heated Conversation on Tech, Trump, and Tariffs

    Keith Rabois joins the Newcomer Podcast for a wide-ranging conversation that moves between tech, venture capital, and politics.On the tech side, we start with Brex being acquired by Capital One and what that means for Ramp. Rabois argues that banks won’t build the “finance organization of the 21st century,” and frames Ramp’s ambition as building the CFO’s “eyes, ears, and actions” across a company. We also discuss Rippling’s strategy, investor responsibilities around integrity and ethics, and how he thinks about “barrels and ammunition” when companies try to do many things at once.From there we get into AI investing and Rabois’s view that what matters is the end-customer value proposition and the durability of the advantage. He explains Rogo as an AI “copilot” for investment bankers and talks about workflow and data moats.The episode also turns heavily to politics and current events: Trump, tech’s relationship with the administration, immigration (including H-1B and O-1 visas), free speech, and foreign policy debates (including China, Europe, and the Middle East). We also argue through a recent incident involving law enforcement and protest/obstruction, and close with Opendoor—where Rabois lays out his view of the company’s turnaround, retail investors, and the company’s weekly “accountability” metrics updates.

    1 Std. 11 Min.
  8. Yoni Rechtman Unfiltered on Trump, AI Roll-Ups & Why VCs Backed the Wrong Side

    7. FEB.

    Yoni Rechtman Unfiltered on Trump, AI Roll-Ups & Why VCs Backed the Wrong Side

    Today on the Newcomer Podcast, we're joined by Yoni Rechtman, a partner at Slow Ventures and one of the most outspoken voices in venture capital right now. Rechtman doesn't hold back on Trump, the tech industry's political reckoning, or where the real opportunities in AI actually are. We talk about why Slow Ventures deliberately avoided foundation models despite the massive returns, where the second-order effects of AI create better investment opportunities, and how the firm is using "growth by buyout" to build billion-dollar companies in unsexy industries like parking lots. We also discuss Silicon Valley's response to the Trump administration, the Alex Pretti shooting, why Rechtman believes most venture capitalists are "amoral financiers" chasing momentum rather than principles, and what happens when the institutions that underpin entrepreneurial capitalism start to erode under authoritarian pressure. Rechtman shares his contrarian investment philosophy of finding "weird takes on important stories," why he thinks Git is structurally broken in the age of AI-generated code, and how AI is inverting every system built on scarce production and abundant attention. This conversation goes beyond typical VC talking points, addressing the uncomfortable questions about what the industry stands for when democracy itself is at stake. 🎙️ New episodes every week! Subscribe and turn on notifications to stay ahead of the next big story. 👇 Watch more from The Newcomer Podcast:https://www.youtube.com/playlist?list=PL0Yg1id5olJMOyUnYF5AZnIo2ZXdyYd-L 🔗 Read more at newcomer.co 🐦 Follow us: @NewcomerMedia If you want honest, insider analysis from the heart of tech and venture capital…you’re in the right place.

    1 Std. 2 Min.
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Join Eric Newcomer, Tom Dotan, and Madeline Renbarger to get the inside story on the biggest news in Tech, Silicon Valley, and Venture Capital.

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  • Erstellt von
    Eric Newcomer | newcomer.co
  • Jahre aktiv
    2021 - 2026
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