Newcomer Podcast

Eric Newcomer | newcomer.co
  • 4.4 (32)
  • 科技新闻
  • 一周一更
Newcomer Podcast

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

  1. 6天前

    Walter Bloomberg at the Wheel for the Whole Stock Market

    We're welcoming special guest Tom Dotan of Dead Cat fame to the show this week — just in time for the tariff market meltdown. To Silicon Valley's Trump supporters, we hate to say we told you so, but it's hard to imagine how these tariffs on our biggest trading partners will benefit tech and artificial intelligence development in the US. In the second half of the show, Eric interviews Flexport CEO Ryan Petersen on how to make sense of what President Trump's tariff policies mean for his customers around the world.

    1 小时 7 分钟

  2. 4月4日

    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 from his previous bear case, but Madeline is more optimistic about OpenAI's consumer revenue. We also go over the latest in the Deel/Rippling corporate espionage saga and dig into Eric's reporting on the Deel spy's confession. Plus, Elon Musk is reportedly stepping back from his hands on role in Washington in the coming weeks. In the second half of this week's episode, Eric interviews Clay CEO and cofounder Kareem Amin, who topped the Enterprise Tech 30 list on mid-stage startups. Time stamps 00:00 — Announcing Cerebral Valley London 03:26 — Is OpenAI worth $300 billion? 11:00 — The Deel Spy Confession 16:09 — Elon Pulls Back in DC 22:40 — Clay's Kareem Amin Talks Marketing Agents

    57 分钟

  3. 3月28日

    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 headaches of these tools from a non-coder perspective. We then turn to the Studio Ghibli  memes of the week from OpenAI's new 4o image model integration and try to make sense of all the copyright risks and benefits this new tool could lead us to. Later in the show, we break down the story on 11x's potentially fabricated customers and subsequent backlash from some of Silicon Valley's most powerful VCs. And as Waymo fans, we're excited about their expansion in to Washington DC. Produced by Christopher Gates

    20 分钟

  4. 3月21日

    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 Silicon Valley's heavy hitters, including Sequoia's Doug Leone, Index Ventures' Shardul Shah, and Greenoaks' Neil Mehta. IPOs are looking a little bit more uncertain, however. Plus, Deel's allleged corporate espionage at Rippling has all the makings of a great HR tech spy thriller. Next up, we touch on the new liberal "abundance" agenda, which has more than a few similarities to Marc Andreessen's "Time to Build" manifesto. In the second half of our show, Eric sits down with Browserbase CEO Paul Klein to discuss their tools for running headless browsers and their rapid growth over the past year. Produced by ⁠Christopher Gates⁠

    44 分钟

  5. 3月13日

    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 attendees diverge, with more consumer-tech making a showing at SXSW and the new guard of AI business leaders heading over to HumanX (with a few exceptions.) At both summits, though, coding assistants are far and beyond the breakout use case of generative AI applications. We also briefly touch on the threat to free speech in America under the Trump administration following the arrest of the Columbia student protestor Mahmoud Khalil. Next up, we talk about Anthropic’s major revenue growth and how Claude itself is one of the strongest coding assistants on the market, notching it up in the model maker race. We close with, yes — another coding assistant — Anysphere, the makers of Cursor, and its rumored funding round at a $10 billion valuation.Produced by ⁠Christopher Gates⁠

    22 分钟

  6. 3月7日

    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 around crypto have been caught off guard by the president’s push to add other altcoins to the promised Strategic Bitcoin Reserve, calling the move a blatant enrichment scheme for coin holders and friends of the President.  Next, they take a closer look at the thawing of the IPO market. They unpack CoreWeave’s S-1 and examine why the biggest generative AI IPO of the year so far has a lot at stake with big tech customers. They then discuss Anthropic’s latest funding round, its whopping $61.5 billion valuation, and the deeper issue of when we should truly declare AGI’s arrival.  Produced by Christopher Gates

    22 分钟

  7. 2月28日

    $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 Nvidia’s quarterly earnings report. Despite tech companies moving full steam ahead on AI, including OpenAI’s launch of GPT 4.5 and Softbank’s $200 billion commitment to data centers, tech stocks dropped, which our hosts blame on the natural slower tech adoption curve and overall market uncertainty from President Trump’s chaotic policy changes. Later in the episode, Eric unpacks Jeff Bezos’ increasing control over the Washington Post’s opinion section and tech CEOs pre-empting so-called “hit pieces” on X. The two then shout out UK-based developer tool Lovable’s $15 funding million extension and rapid growth. They close the episode with a call for readers to submit their burning questions and commentary for next week’s Newcomer reader mailbag. You can submit your own question by filling out this Google form.

    18 分钟

  8. 2月21日

    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 engineers who left to build a smart hardware startup. They debate the merits of voice AI technology as an interface and if it’s really time to move away from screens.  They break down all of OpenAI’s alumni startups, starting with Mira Murati’s newly announced Thinking Machine Labs. Other former founders of OpenAI like Ilya Suskever and Elon Musk are in talks to raise billions for their respective AI startups. They close with a breakdown of Saronic and Together AI’s latest funding rounds. 00:19 - Humane’s Semi-Soft Landing to HP 13:43 - Mira Murati Unveils Thinking Machines Lab and we have questions 17:02 -  The new SV flex - Small teams 19:02 - Grok’s big cluster and Elon jumps the shark 24:14 - Saronic and Together AI Raise Big Series C Rounds

    24 分钟
查看全部 137 集

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关于

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

信息

  • 创作者
    Eric Newcomer | newcomer.co
  • 活跃年份
    2021年 - 2025年
  • 单集
    137
  • 分级
    儿童不宜
  • 版权
    © Eric Newcomer | newcomer.co
  • 节目网站
    Newcomer Podcast

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