Newcomer

A newsletter focusing on startups and venture capital, authored by Eric Newcomer.

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Tariff Chaos & China Decoupling Pose Twin Threats for Startups & VCs

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.
How VCs Are Navigating the Tariff-Driven Stock Market

2 weeks ago | newcomer.co | Eric Newcomer

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger. Over 100,000 subscribersBy subscribing, I agree to Substack’s Terms of Use and acknowledge its Information Collection Notice and Privacy Policy“Eric Newcomer is the rare Substack journalist who thrives on breaking news.
Darks Clouds & Silver Linings as Fintech Rebound Hits Tariff Turmoil

2 weeks ago | newcomer.co | Madeline Renbarger

Greetings on this not-so-happy Friday for the markets and the global economy. We’re looking at early-stage fintech startups this week and the news isn’t all gloomy, though Klarna and Chime can’t be happy. Read on for bits about OpenAI & SoftBank, Elon Musk’s potential step-back, the TikTok tick-tock, and what the likes of Shaun Maguire and Ryan Petersen are saying about tariffs.
We're Bringing the Cerebral Valley AI Summit to London on June 25

3 weeks ago | newcomer.co | Eric Newcomer

Big news. We’re taking our mid-year Cerebral Valley AI Summit to London. CVAI has built a reputation for attracting top-tier speakers, super legit AI founder attendees, megawatt deals, funding rounds, founder matches, and an overall good time. We’re the only AI conference to spark a $1.3 billion acquisition. We’re bringing our twice annual invite-only artificial intelligence summit abroad for the first time.
Dishing on Investors' Favorite Enterprise Startups with Wing’s Peter Wagner

1 month ago | newcomer.co | Eric Newcomer

I just got off a live video recording with Wing founding partner Peter Wagner. We dissected the Enterprise Tech 30 list that we published earlier today. We talked about what companies got snubbed, who made a sudden appearance this year, what we can learn from past lists, and much more.
Browserbase, Clay, Cursor & Databricks Top Enterprise Tech 30 VC Survey

1 month ago | newcomer.co | Eric Newcomer

Now we know exactly which startups venture capitalists are secretly salivating over. Artificial intelligence startups ran the table this year in Wing’s annual Enterprise Tech 30 venture capitalist survey. The list, which Newcomer is partnering on, showcases the tech industry’s top up-and-coming enterprise startups selected by the ultimate insiders.
VC RETURNS REVEALED: See IRR Performance for 50+ Venture Funds in 2024

1 month ago | newcomer.co | Madeline Renbarger

It’s been a tough few years for the venture capital industry. The lack of exits and a limited supply of hyper-scale startups means most of the big firms are clamoring to invest in a few likely winners, while other startups languish in limbo. We’re starting to see the exit market thaw a little, bringing hope for more cash distributions, but many investments remain illiquid.
Wiz's Sale to Google Brings Epic VC Payday & New Hope on Exits

1 month ago | newcomer.co | Madeline Renbarger

The Main ItemWe’re finally hearing some good news about how VCs and LPs are going to get paid. Google’s announcement this week that its acquisition of cybersecurity startup Wiz is on again, at a sweetened $32 billion, marks the biggest acquisition ever of a venture-funded company and is a huge victory for Wiz’s early VC backers led by Index Ventures’ Shardul Shah, Sequoia’s Doug Leone, Cyberstarts’ Gili Raanan, and Greenoaks’ Neil Mehta.
Founders of Bridge, Column, Rogo & Highnote Join BREAKING THE BANK as Speakers

1 month ago | newcomer.co | Eric Newcomer

We’re getting ready for BREAKING THE BANK — Newcomer’s financial technology summit which is about two months away. Today, we are excited to announce a new round of speakers. Joining our San Francisco-based financial technology summit are William Hockey from Column, Zach Abrams from Bridge, Camilla Matias from Brex, Gabriel Stengel from Rogo, and John MacIlwaine from Highnote.
Market Turmoil Collides With AI Progress

1 month ago | newcomer.co | Eric Newcomer

The Main ItemThe world is ending and beginning. The stock market is unraveling. The Trump regime is destabilizing the global economic system with arbitrary tariffs and general chaos while bullying our friends, reneging on promises, and likely triggering a recession for its trouble. In the tech world, there were spooky echoes of these dark tidings.