The Newcomer Podcast

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

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. 3天前

    Inside the AI Gold Rush (One Year Later)

    Click here to learn more about MongoDB for Startups - https://www.mongodb.com/lp/solutions/startups/partners?utm_campaign=startup_partner&utm_source=newcomer&utm_medium=referral This is the leadup to our newest installment of the Cerebral Valley AI conference we're hosting on November 12th. In this episode of the podcast, we're joined by the co-hosts of the conference - Max Child and James Wilsterman - as we dive deep into the complete state of the tech startup world. We'll also revisit our annual AI Fantasy Draft and check out how each portfolio performed. 🎙️Topics in this episode:- Where AI investment headed in 2025 and where it's heading in 2026 - The challenges and opportunities emerging from the AI boom - The latest updates from our Annual AI Fantasy Draft League: who’s leading, who’s lagging, and what bets might pay off next

    1 小时 10 分钟

  2. 4天前

    Inside Amazon’s $100B Automation Gamble

    Is the AI boom already peaking? In this episode of The Newcomer Podcast, Eric, Madeline and Tom take a hard look at the hype cycle driving Silicon Valley’s latest gold rush — from Andreessen Horowitz’s record-breaking $25 billion year to Amazon’s push to automate its entire workforce.We explore whether AI’s trillion-dollar promise is real innovation, or if the cracks are already showing. From OpenAI’s overblown math claims to Andrej Karpathy’s “State of the Union” reflections, we break down what’s really happening behind the headlines.🎙️Topics in this episode:- Andreessen Horowitz’s $25B AI windfall: how they pulled it off- Amazon’s automation future: are human jobs at risk?- Why AI hype might be masking stagnation in real progress- Who’s actually profiting from the AI boom (and who’s not)- The coming “AI bubble” — is it about to burst?

    53 分钟

  3. 10月10日

    Inside the $Trillion AI Money Machine

    AI stocks are booming — but are we nearing a breaking point?This week on Newcomer, we unpack how OpenAI, Anthropic, Nvidia, and AMD are fueling what might be the biggest tech money machine since the dot-com bubble. From trillion-dollar valuations to volatile deals and hype cycles, we explore whether this “AI economy” is sustainable — or if it’s starting to look like a Ponzi scheme.

    36 分钟

  4. 10月3日

    The Coming AI Crash No One Wants to Admit | Alex Heath x Newcomer Podcast

    This week on the Newcomer Podcast, Madeline and Tom are joined by Alex Heath to dig into some of the biggest questions in tech right now. We ask: Is the AI bubble about to burst? OpenAI is propping up huge partners like Microsoft, Oracle, and Broadcom — but what happens if their momentum slows? Meanwhile, Meta just launched Vibes, a quirky new product that seems far removed from the company’s AGI ambitions. Does this mean the AI hype cycle is already shifting?From venture capital’s bets on AI, to Meta’s surprising pivots, to the fragile foundations of the current AI boom, this episode unpacks the stakes for Big Tech, startups, and investors alike.

    52 分钟

  5. 9月26日

    Andreessen Horowitz’s Media Empire, Trump vs. Kimmel, Klarna’s $15B IPO Lessons

    This week on the Newcomer Podcast, we dive into three stories that reveal how tech, politics, and media are colliding in unexpected ways. First, we look at Andreessen Horowitz’s expanding media ambitions, exploring why A16z wants to shape the narrative around everything from defense tech to TikTok. Then, we turn to Trump’s feud with Jimmy Kimmel, which led to Kimmel’s suspension and re-hiring by Disney — a moment that highlights the uneasy dance between business leaders, politics, and late-night TV. Finally, we take a deep dive into the Klarna IPO, a $15B milestone that was more than 15 years in the making, unpacking the winners, the losers, and the lessons that investors and founders can learn from the journey.Hosted by Eric Newcomer with reporting from Madeline Renbarger, this episode offers sharp insights into how power and money are shaping the future of technology and media. Subscribe for weekly conversations at the intersection of Silicon Valley and society, and don’t miss more deep dives at newcomer.co

    44 分钟

  6. 9月19日

    AI, Longevity, and the Health Revolution with Nayeema Raza

    Check out Nayeema Raza's podcast Smart Girl Dumb Questions: https://linktr.ee/smartgirldumbquestions  We’re at a turning point in public health. From billionaires chasing immortality to the growing influence of AI in medicine, the future of healthcare is being rewritten in real time. In this week’s episode of the Newcomer Podcast, journalist and filmmaker Nayeema Raza joins us to unpack the promises and pitfalls of health tech. We dive into highlights from Deus Ex Medicina, our one-day, invite-only summit where 200 Silicon Valley founders and investors debated the future of AI and longevity. Together, we explore: - Why America’s healthcare system leaves people needlessly suffering- The hype (and hope) around GLP-1s and new treatments- What RFK Jr.’s health movement means for research and policy- How China is outpacing the U.S. in human trials- The looming question: Is HIPAA already dead? This is a conversation about power, innovation, and the very real consequences of technology reshaping our bodies and lives.

    36 分钟

  7. 9月12日

    From Deus Ex Medicina: Vinod Khosla, Bob Kocher & Annie Lamont

    On this episode of the Newcomer podcast, host Eric Newcomer is joined by co-host Nayeema Raza for conversations with some of the most influential voices in healthcare and venture capital. Bob Kocher, Partner at Venrock, and Annie Lamont, Founder and Managing Partner of Oak HC/FT, share their perspectives on business models in healthcare, the rise of AI applications, the promise and pitfalls of longevity drugs like GLP-1s, and the future of Medicare Advantage. Later, Vinod Khosla, Founder of Khosla Ventures, brings his trademark candor to a wide-ranging discussion about AI’s role in healthcare, regulatory challenges, global competition, and how startups can reimagine the system from the ground up

    43 分钟

  8. 9月5日

    The Stakes at Deus Ex Medicina

    Journalist Nayeema Raza—host of Smart Girl Dumb Questions—joins Eric Newcomer to preview Deus Ex Medicina, their AI–health–longevity summit happening Tuesday, Sept 9 (San Francisco). They discuss the big themes going into the conference: how longevity went mainstream, why precision medicine and novel bio are finally feeling real, and who wins the race to own the patient. Eric and Nayeema get into the policy whiplash in D.C., HIPAA’s fraying edges in a wearables world, and whether or not AI will actually discover something novel, like a new drug or cure for Alzheimer's? Plus, what they’re most excited to ask on stage at Deus Ex Medicina. Timecodes: 00:00 — The story behind the creation of Deus Ex Medicina08:39 — Longevity goes mainstream (the GLP-1 moment)12:42 — Precision medicine gets practical (targeted therapies & trials)17:11 — Bundles, frenemies, and who owns the patient22:31 — D.C. shake-ups, privacy stakes… and can AI invent a drug?

    29 分钟
查看全部 164 集

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关于

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

信息

  • 创作者
    Eric Newcomer | newcomer.co
  • 活跃年份
    2021年 - 2025年
  • 单集
    164
  • 分级
    儿童不宜
  • 版权
    © Eric Newcomer | newcomer.co
  • 节目网站
    The Newcomer Podcast

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