Articles

  • Feb 7, 2025 | newcomer.co | Jonathan Weber |Jonathan Weber

    The Main ItemOpenAI and other top AI companies succeeded last week in pushing back on the idea that China’s DeepSeek, with its low-cost solution, represented an existential threat to their businesses. A blitz of product announcements from OpenAI and Google over the past two weeks showed they still have plenty up their sleeves, and Google, Microsoft, and Meta all affirmed in earnings reports that their massive capital spending plans remain intact. Amazon said it’s going even bigger.

  • Jan 19, 2025 | businessandamerica.com | Jonathan Weber

    This article was written byJonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and income stocks but he covers growth occasionally. He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital.

  • Nov 8, 2024 | newcomer.co | Jonathan Weber

    San Francisco venture capitalists didn’t get all the results they’d hoped for in this week’s local elections. Two of the biggest tech movers in local politics — former Sequoia chairman Michael Moritz and SV Angel founder Ron Conway — saw their mayoral candidates fall. Still, VCs on both sides of the aisle who’ve been upset for years about the city’s left-wing policies had plenty to celebrate.

  • Jun 8, 2024 | dontworrybuy.com | Victor Dergunov |Jonathan Weber |Bill Maurer

    Can anybody efficiently compete with Telsa (NASDAQ:TSLA) in the long term or is the corporate too far out entrance to beat within the EV market?

  • Jul 27, 2023 | californiahealthline.org | Jonathan Weber

    By Jonathan Weber July 27, 2023 We encourage organizations to republish our content, free of charge. Here’s what we ask: You must credit us as the original publisher, with a hyperlink to our californiahealthline.org site. If possible, please include the original author(s) and “California Healthline” in the byline.

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Jonathan Weber
Jonathan Weber @WeberWest
9 May 25

RT @EricNewcomer: We've got @Benioff on the pod, exclusive OpenAI reporting, secondary sales data. Lot to dig into this week. Newcomer is…

Jonathan Weber
Jonathan Weber @WeberWest
16 Apr 25

Getting the band back together! Woot!

Eric Newcomer
Eric Newcomer @EricNewcomer

Very, very exciting day. First post from the one and only Tom Dotan (@cityofthetown) in @NewcomerMedia just now https://t.co/IPz9u1LtUb

Jonathan Weber
Jonathan Weber @WeberWest
16 Apr 25

Companies located in the Presidio don’t have to pay SF business taxes.

SF Examiner
SF Examiner @sfexaminer

In total, the Presidio Trust rents 2.3 million square feet of space — 900,000 square feet more than Salesforce Tower, The City's tallest building. https://t.co/tplKwYIob5