Hi, I'm Eric Newcomer. With this podcast, I dive straight into the heart of the tech industry, interviewing top investors and founders. I’m bringing my sensibility as someone who understands the inside story of Silicon Valley but who is happy to poke and prod as to why the tech world operates like it does. If you want first-person and insider information delivered to your newsletter, subscribe to my podcast at newcomer.co on Substack.
Mercury has reached $1 billion in annualized revenue, marking a 50% growth driven largely by the surge in AI-enabled entrepreneurship. CEO Immad Akhund details the company's transition toward a full bank charter, which will enable greater regulatory control and expanded services like Zelle and advanced lending. A core ...
The AI industry is undergoing a strategic shift as frontier model developers like OpenAI and Anthropic prioritize proprietary enterprise products over open API access to ensure profitability and maintain a competitive edge. While Meta successfully integrates AI into consumer-facing tools like Muse, other tech giants, i...
Artificial intelligence represents the next industrial revolution, necessitating a "techno-humanist" approach that prioritizes human prosperity while maintaining American leadership. Reid Hoffman advocates for a middle-ground strategy that balances rapid technological development with careful deployment and robust alig...
The resurgence of consumer-focused startups is being driven by AI-powered personal agents that move beyond simple conversation to execute complex, task-oriented workflows. While foundational models provide the underlying technology, the primary value lies in software that enhances user productivity and discovery. Authe...
The rapid evolution of artificial intelligence is fundamentally reshaping software development and biotechnology, with NVIDIA’s acquisition of Hugging Face signaling a strategic shift toward standardizing the open-source ecosystem. While US-based frontier labs maintain a lead in compute and silicon, Chinese researchers...
Pim de Witte, CEO of General Intuition, leverages massive datasets from video game recordings to train AI models capable of complex spatial and temporal reasoning. By predicting action tokens from pixel inputs, these models achieve high-level performance in gaming environments and demonstrate significant potential for ...
Large enterprises are navigating the current AI wave by treating it as an evolution of existing computational capabilities rather than a radical departure. Marty Chavez, a former Goldman Sachs executive and Alphabet board member, notes that AI in finance has historically increased business complexity and profitability,...
The intersection of the Trump administration and the AI sector reveals a shift toward intense government involvement in the private sector, characterized by a personalist approach that prioritizes political alignment over traditional free-market principles. Anthropic and other frontier AI companies navigate this landsc...
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