Newcomer Podcast

Eric Newcomer | newcomer.co
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. 1天前

    Fear-Mongering & Forecasting: Assessing AI's Predictions About AI

    Cerebral Valley is tomorrow! I’ve been listening to old interviews, brainstorming with Claude and ChatGPT, and talking to investors to prep for my conversations with Dario Amodei, Martin Casado, and Alexandr Wang. We’ll be sharing those conversations here in the newsletter. Expect video highlights on our social media feeds, a detailed rundown of the biggest moments in the newsletter Thursday, and full-length conversations on our YouTube channel. To satiate your AI appetites until then, give a listen to the latest edition of the Cerebral Valley Podcast with my friends and co-hosts Max Child and James Wilsterman. You’ve listened to us assess whether startups are underrated or overrated and make our draft picks. Now we’re looking to the future. We asked Claude and ChatGPT o1 to make some predictions about what will happen in artificial intelligence over the next year. And then we took the over or under on those predictions. Brought to you by Brex Brex knows runway is everything for venture-backed startups, so they built a banking solution that helps them take every dollar further. Unlike traditional banking solutions, Brex has no minimums and gives startups access to 20x the standard FDIC protection via program banks. Plus, startups can earn industry-leading yield from their first dollar — while being able to access their funds anytime. If you want to make sure your portfolio companies have a place to save, spend, and grow their capital, check out Brex here. Chapters * 00:00 — Introduction to AI Predictions * 02:48 — Exploring Predictions for AI in 2025 * 06:06 — AI Regulation in Healthcare * 08:53 — Self-Driving Cars and Tesla's Future * 12:04 — AI in News Media * 14:55 — AI-Generated Films and Entertainment * 17:53 — Anthropic’s Predictions and AI Co-Processors * 20:59 — AI in Pharmaceutical Development * 24:13 — International AI Treaties and Regulations * 26:47 — Comparing AI Models: ChatGPT vs. Claude * 30:06 — Future of AI and Human Systems * 32:46 — Conclusion and Reflections on AI Predictions Get full access to Newcomer at www.newcomer.co/subscribe

    49 分钟
  2. 11月13日

    The AI Startup Fantasy Draft

    This is probably my favorite episode of the year. We just updated our picks for our artificial intelligence startup fantasy draft. That means dropping startups whose star is fading and making new pickups. Last year, Max Child, James Wilsterman, and I drafted the most promising generative AI startups that had raised $100 million or more. In this latest episode, we make some hard choices: cutting loose startups who have lost our favor, cashing in on early acquisitions, and pickup up some new startups. In the process, we weigh in on the buzziest AI startups. Brought to you by Brex Brex knows runway is everything for venture-backed startups, so they built a banking solution that helps them take every dollar further. Unlike traditional banking solutions, Brex has no minimums and gives startups access to 20x the standard FDIC protection via program banks. Plus, startups can earn industry-leading yield from their first dollar — while being able to access their funds anytime. If you want to make sure your portfolio companies have a place to save, spend, and grow their capital, check out Brex here. Catching You Up on Last Year’s Picks To catch you up: here’s how last year’s draft went down. It started off with me taking on a $75 billion handicap for the right to pick first and draft OpenAI. We proceeded from there in a snake draft with Max picking second and James picking third. Here were the five companies we each drafted last year. Last year’s picks Eric * OpenAI * Inflection * Character.AI * Glean * Mistral AI Max * Databricks * Pinecone * Cohere * Modular * Imbue James * Hugging Face * Anthropic * AI21 Labs * Replit * Adept Altogether on this week’s episode we collectively dropped three companies, exited three, and picked up twelve new startups. I don’t want to spoil our picks so you’ll have to listen to the episode to find out what happened. (As a reminder, the goal here is to accumulate the most total value by November 1, 2028. We aren’t worried about the return on our investment just the final end state valuation.) We’d love for you to weigh in in the comments with your own seven startup picks and give us your feedback on what you think of our draft decisions. Give it a listen. Get full access to Newcomer at www.newcomer.co/subscribe

    49 分钟
4.4
共 5 分
31 个评分

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

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