After a brief hiatus, the Newcomer podcast is back!

Madeline Renbarger has rejoined me as my co-host to help break down all of the news across venture capital and startups.

This week, we’re kicking off with a massive $693 million chip deal and Google’s huge quantum computing breakthroughs, in news that feels like flashes of Silicon Valley returning to its “silicon” roots. Still, some of this tech feels a bit too early to be exciting for a venture-backable model.

We also dig into the personnel shake-ups across the major multi-stage funds, including Brian Singerman’s step back from Founders Fund last week. Lightspeed also saw partners exit as part of a consumer investing reshuffle. And just this morning after recording, Lux Capital’s Bilal Zuberi announced on X that he was leaving to “embark on a new chapter.”

We’re excited for you to listen.

Episode produced by Christopher Gates

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Chapters

00:00 - Intro

01:06 - Tenstorrent’s $693 million Series D

04:44 - Google’s Quantum Computing Breakthrough

06:42 - Lightspeed’s Consumer Investing Re-org

09:24 - Brian Singerman Steps Back and Founders Fund’s Roster

14:08 - Mega-funds in Transition and Tech’s Trump Positioning

20:19 - Conclusion and Future Discussions

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