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Newcomer

Your seat at the cap table. Written by Eric Newcomer. This page collects 667 posts published between October 2020 and October 2026. Recent coverage focuses on AI (Horizontal), Venture Capital & Startups and AI Infrastructure. Newcomer publishes roughly 15 posts a month; the best of them appear in the SandHill weekly digest.

667 posts indexed15 in the last 30 daysAI (Horizontal) · Venture Capital & Startups · AI Infrastructure · FintechVisit site ↗

Friday, 23 October 2026

1 piece
Anthropic’s Pending IPO Has Silicon Valley on the Edge of Its Seat↗
Venture Capital & Startups · AI (Horizontal)

Thursday, 22 October 2026

1 piece
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗
AI (Horizontal) · Venture Capital & Startups

Wednesday, 21 October 2026

2 pieces
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗
Venture Capital & Startups
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗
Venture Capital & Startups

Monday, 19 October 2026

1 piece
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗
Fintech

Friday, 16 October 2026

1 piece
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗
AI Infrastructure · Energy & Climate

Wednesday, 14 October 2026

1 piece
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗
Venture Capital & Startups · AI (Horizontal)

Friday, 9 October 2026

1 piece
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗
AI (Horizontal) · AI Infrastructure

Thursday, 8 October 2026

1 piece
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗
Venture Capital & Startups · AI (Horizontal)

Tuesday, 6 October 2026

1 piece
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗
Fintech · AI (Horizontal)

Friday, 2 October 2026

1 piece
Anthropic's IPO Can't Wait Forever↗
AI Infrastructure · Semiconductors · Venture Capital & Startups

Thursday, 1 October 2026

2 pieces
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗
Venture Capital & Startups
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗
Semiconductors · AI Infrastructure

Wednesday, 30 September 2026

1 piece
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗
AI (Horizontal) · Fintech · Banking & Capital Markets

Friday, 25 September 2026

1 piece
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗
AI (Horizontal) · Consumer · Retail & E-commerce

Wednesday, 23 September 2026

2 pieces
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗
AI (Horizontal) · Energy & Climate
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders↗
AI (Horizontal)

Tuesday, 22 September 2026

1 piece
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗
Venture Capital & Startups

Friday, 18 September 2026

1 piece
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Wednesday, 16 September 2026

1 piece
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance↗
Fintech · Banking & Capital Markets

Friday, 11 September 2026

1 piece
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗
AI (Horizontal) · Cybersecurity

Thursday, 10 September 2026

1 piece
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗
Venture Capital & Startups

Tuesday, 8 September 2026

1 piece
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗
Venture Capital & Startups

Friday, 4 September 2026

1 piece
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗
AI (Horizontal) · Venture Capital & Startups

Thursday, 3 September 2026

2 pieces
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗
Venture Capital & Startups
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗
AI (Horizontal) · Retail & E-commerce · Fintech

Friday, 28 August 2026

1 piece
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗
AI (Horizontal) · AI Infrastructure · Enterprise Software

Thursday, 27 August 2026

1 piece
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗
AI (Horizontal) · Enterprise Software

Wednesday, 26 August 2026

1 piece
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗
Venture Capital & Startups · AI (Horizontal)

Friday, 21 August 2026

1 piece
Two Huge Exits Show the Power of a16z’s Megafund Model↗
AI (Horizontal) · Venture Capital & Startups

Thursday, 20 August 2026

2 pieces
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation↗
AI (Horizontal)
The Story of a Cap Table: OpenRouter↗
AI (Horizontal)

Wednesday, 19 August 2026

1 piece
Is AINS the Next SaaS?↗
AI (Horizontal) · Legal · Insurance

Friday, 14 August 2026

1 piece
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗
Venture Capital & Startups · AI (Horizontal)

Thursday, 13 August 2026

1 piece
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗
AI (Horizontal) · Venture Capital & Startups

Tuesday, 11 August 2026

2 pieces
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗
AI (Horizontal) · Venture Capital & Startups
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗
Enterprise Software · AI (Horizontal)

Friday, 7 August 2026

2 pieces
The Big Cheese Hits Theaters Today in NYC ↗
Media & Entertainment
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons↗
Enterprise Software · Venture Capital & Startups

Friday, 31 July 2026

1 piece
The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
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