Newcomer Pod

Which $Billion AI Startup Would You Short?

Inside Anthropic’s Plan to Fix AI’s BIGGEST Problem

AI Predicts Its Own Rise (and Fall)

Inside the AI Gold Rush (One Year Later)

Inside Amazon’s $100B Automation Gamble

Inside the $Trillion AI Money Machine

The Coming AI Crash No One Wants to Admit | Alex Heath x Newcomer Podcast

Andreessen Horowitz’s Media Empire, Trump vs. Kimmel, Klarna’s $15B IPO Lessons

Andreessen Horowitz has returned $25 billion net to its limited partners, fueled by high-performing vintages, crypto-staking revenue, and strategic bets on companies like Databricks. While the firm markets itself as a media-centric entity, its financial success stems primarily from founder-focused engagement and discip...

AI, Longevity, and the Health Revolution with Nayeema Raza

In this episode of the Newcomer podcast, Eric Newcomer and Nayeema Raza recap their inaugural AI Health and Longevity Summit, Deus Ex Medicina, highlighting key themes and discussions. They delve into the Trump administration's healthcare policies, the rivalry between AI companies like Abridge and Open Evidence, and th...

From Deus Ex Medicina: Vinod Khosla, Bob Kocher & Annie Lamont

The Stakes at Deus Ex Medicina

Will Hurd on Silicon Valley's Defense-Tech Gold Rush

The Casino enters the arena + Guillermo Rauch of Vercel on AI factory builders

The podcast features Eric Newcomer and Guillermo Rauch discussing the state of AI, including whether the AI bubble has burst. They analyze Sam Altman's comments about an AI bubble and an MIT survey suggesting high failure rates for enterprise AI projects, concluding the survey was effectively an advertisement. They als...

Ed Zitron Hater’s Guide to Generative AI

The podcast features Eric Newcomer, Tom Dotan, Madeline Renbarger, and Ed Zitron discussing the generative AI bubble. Ed Zitron argues that generative AI is overhyped and not delivering the promised value, leading to misallocation of capital and potential economic consequences. He believes the media and societal pressu...

AI is saving the economy. For now.

The podcast features a discussion between two speakers, Eric and another speaker, revolving around current events and trends in the AI industry. They delve into the release of GPT-5, its competitive standing against models like Gemini, and the broader implications of AI development. The conversation includes a discussi...

Index Ventures' Danny Rimer Talks Figma's IPO and VC Bets

In this episode of The Newcomer Podcast, Tom Doton, Eric Newcomer, and Madeleine Rennbarger interview Danny Rimer of Index Ventures, primarily focusing on Figma's journey to going public and Index Ventures' early investment in the company. The discussion covers Figma's evolution, its acquisition that wasn't by Adobe, a...

Trump's plan to win the AI race

In this episode of The Newcomer Podcast, Tom Dauton, Eric Newcomer, and Madeline Rennbarger discuss Madeline's attendance at the Winning the AI Race conference, co-hosted by the All-In podcast. They delve into the conference's emphasis on government officials and Trump's AI policy, including executive orders about unbi...

The Moments That Matter from Cerebral Valley London

Shaun Maguire's Growth Hack

The Newcomer Podcast returns with Eric, Tom, and Madeline discussing current events in the AI space, particularly Meta's aggressive recruitment of AI researchers with lucrative compensation packages. They analyze Sam Altman's competitive stance, the implications of Meta's open-source Llama strategy, and the ethical con...

Inside Cerebral Valley: Autonomous Vehicles & AI Investment

The Newcomer Podcast presents two discussions from the Cerebral Valley AI Summit in London, focusing on AI's expansion beyond chatbots. The first discussion features Uber CEO Dara Khosrowshahi and Wave's Alex Kendall, detailing their partnership to introduce self-driving cars in the UK, highlighting the regulatory supp...