

Newcomer Pod
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.
Episodes


War on Reality: AI Voice and Video
In this episode of The Cerebral Valley Podcast, Eric is joined by Max Child and James Wilsterman to discuss the future of AI in video creation. They predict the rise of ultra-personalized, AI-generated video content, especially on platforms like TikTok and YouTube, while debating whether AI will replace human-created c...

Cerebral Valley: AI Agents Are Already Here
In this episode of the Cerebral Valley Podcast, Eric Newcomer hosts Max Child and James Wilsterman to discuss the evolution of AI, focusing on recent advancements in models like GBT-01, Gemini, and Claude IV, and debating whether AI progress is hitting a scaling wall. They explore the concept of AI agents, their curren...

VC Haves and Have Nots (with Kate Clark)

The Great Financial Services Debate

A Very Stable “Coin” GENIUS

Marc Benioff on AI Eating SaaS, San Francisco’s New Mayor & CEO Trump Pandering
AI agents are fundamentally reshaping enterprise software, transitioning from simple human-augmentation tools to autonomous digital labor capable of executing complex business tasks. Salesforce’s Agent Force exemplifies this shift, moving beyond basic chatbots to reasoning models that integrate deeply with data clouds ...

Josh Wolfe on America’s Next War and Why It Isn’t Taiwan

The TRUTH about VC Media

AGI, Seriously + Foundation Model Polyamory (With Kyle Harrison)

Walter Bloomberg at the Wheel for the Whole Stock Market

OpenAI: A $300 Billion Non-Profit?

Vibecode Showdown

The Biggest Deal of the Year!
Google’s $32 billion acquisition of Wiz underscores a shift toward M&A as the dominant exit strategy for venture-backed companies during a prolonged IPO drought. While macroeconomic uncertainty and regulatory scrutiny persist, big tech consolidation offers a reliable liquidity path for investors. Competitive tensions i...

Everything's Computer

Best Crypto to AI Pivot Ever

$200 Billion for Data Centers... In This Economy?

Humane’s HP Exit & the Foundation Model Slugfest
This podcast episode discusses recent developments in the AI industry, focusing on the acquisition of Humane by HP for $116 million, significantly less than its total funding. The hosts analyze this outcome in the context of other high-profile, overfunded startups, debating the challenges of hardware versus software i...

Elon Musk’s Boisterous OpenAI Bid
This Newcomer Podcast episode covers recent news in the tech industry, focusing on Elon Musk's bid to acquire OpenAI's non-profit wing, the resulting employee retention challenges at OpenAI, and the confusing rollout of GPT-5. The hosts also discuss Lightspeed Venture Partners' recent performance, highlighting the str...

DOGE's Twitter Firestorm
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