Newcomer Podcast

Discover how the Chinese AI company DeepSeek is shaking up the tech market and impacting Western companies, notably NVIDIA. The discussion reveals insights into the AI industry's competitive dynamics, with a shift from foundational models to application-based strategies. Venture capital trends post-2021 raise concerns about startup valuations and liquidity. Plus, there's excitement surrounding Eleven Labs' $180 million funding and a look ahead at emerging players in the Voice AI space.

Dive into the intriguing dynamics of tech elites reacting to the Trump presidency. Explore the ambitious “Project Stargate” aimed at revolutionizing AI data centers, alongside a push for ethical business practices. Unravel the contrasting fortunes of venture capital firms, with Thrive Capital shining amid a market downturn. Reflect on Brookfield’s billion-dollar acquisition of Divvy Homes and its impact on the property tech landscape. The conversation not only critiques industry trends but also emphasizes the need for compassion in political discourse.

The discussion kicks off with Biden's bold address critiquing the tech industrial complex and its historical parallels. The tangled relationships between tech leaders and politics are explored, exposing their electoral sway. There's a deep dive into the dramatic ousting of a visionary founder from a startup, revealing the tension between innovative vision and boardroom pressures. The episode also highlights a significant funding deal in AI-driven coding tools, illuminating the dynamic competition in today’s tech landscape.

The discussion kicks off with Waymo's impressive progress in surpassing Lyft's ride numbers in San Francisco. However, the challenges of expanding driverless fleets across diverse urban landscapes are explored. Collaborations with established rideshare giants like Uber could be key to scaling. The podcast also dives into Whatnot's recent funding success and how a potential TikTok ban might give it a competitive edge in the live shopping arena. The contrasting cultures in Texas highlight the complexities of self-driving tech adoption.

The discussion shines a spotlight on ServiceTitan’s unexpected IPO, hinting at potential trends for other startups in 2024. The hosts explore the controversial ratchet provision and its market implications. They also highlight notable advancements in AI and quantum computing, showcasing how big players like Alphabet are still driving innovation. Additionally, emerging venture capital firms Laude Ventures and Dimension are noted for their new funds, emphasizing that even in challenging markets, standout teams can thrive.

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 GatesBrought to you by BrexBrex knows runway is everything for venture-backed startups, so they built a banking solution that helps them take every dollar further. Unlike traditional banking solutions, Brex has no minimums and gives startups access to 20x the standard FDIC protection via program banks.Plus, startups can earn industry-leading yield from their first dollar — while being able to access their funds anytime. If you want to make sure your portfolio companies have a place to save, spend, and grow their capital, check out Brex here.Chapters 00:00 - Intro 01:06 - Tenstorrent’s $693 million Series D 04:44 - Google’s Quantum Computing Breakthrough06:42 - Lightspeed’s Consumer Investing Re-org09:24 - Brian Singerman Steps Back and Founders Fund’s Roster14:08 - Mega-funds in Transition and Tech’s Trump Positioning 20:19 - Conclusion and Future Discussions Get full access to Newcomer at www.newcomer.co/subscribe

The conversation kicks off with insights from the Cerebral Valley AI Summit, diving into the ethical implications of AI's mathematical foundations. Challenges in training AI models due to data availability are dissected, alongside advancements in voice AI and user engagement. The hosts explore AI's transformative role in coding and drug discovery, comparing key players like Anthropic and OpenAI. They also discuss integrating AI into business and futuristic humanoid robots, all while navigating the complexities of AI in daily life and the evolving search landscape.

Dario Amodei, CEO of Anthropic and former neuroscientist, shares insights on the future of AI at the Cerebral Valley AI Summit. He discusses the dual nature of AI's advancements, balancing optimism with the real risks of autonomy. Strategic recruitment in tech and innovative practices like mechanistic interpretability take center stage. Dario also delves into the competitive landscape of AI, emphasizing human creativity and the essential role of safety regulation. Plus, he predicts hardware advancements that could enable AI to reach near-human capabilities.

The hosts dive into a forecast of AI advancements by 2025, mixing humor with prediction markets. They explore the future of AI models, highlighting potential breakthroughs and the necessary regulations, especially in healthcare. Conversations touch on implications of AI-generated content in media, Tesla's self-driving goals, and Apple's AI strategies. Skepticism reigns over AI’s potential in film and job structures, while discussions on global collaboration and regulatory challenges shine a light on the intricate landscape of technological growth.

Get ready for an exciting mock draft where the hosts predict the next big AI winners! They navigate tough choices, dropping fading startups and snatching up promising newcomers. The debate covers investor sentiments and the latest fundraising trends, featuring companies like Databricks and Anthropic. Highlights include discussions on innovative startups like 11 Labs and Sakana AI. The lively banter blends humor with insightful analysis, making for a thrilling exploration of the fast-evolving AI landscape!