Jonathan Weber

1 week ago | newcomer.co | Madeline Renbarger |Jonathan Weber

Tariff turbulence continued this week and VC’s are divided. We have commentary from Mark Suster, Joe Lonsdale, Brad Gerstner, Paul Graham, and more, along with a new tech stock index from Nate Silver. We also make our case for why Trump fealty is bad for Silicon Valley. Plus, the top AI models are surpassing human benchmarks, per Stanford. The Main ItemThe financial markets this week showed what they think about our mad king and his love of tariffs — and chaos.

2 months ago | 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.