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PODCAST

The Newcomer Podcast

Eric Newcomer | newcomer.co

Join Eric Newcomer, Tom Dotan, and Madeline Renbarger to get the inside story on the biggest news in Tech, Silicon Valley, and Venture Capital.

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All Episodes

00:24:45

IF NETFLIX WINS WITH WARNER BROS... They’ll STILL...

The Newcomer Podcast ·

2025/12/12

The bidding war for Warner Bros. Discovery is over…for now. Netflix shocked Hollywood by announcing a deal to acquire the storied studio and its crown jewel, HBO Max, beating out a massive $108 billion hostile bid from Paramount.But in this episode, we argue that the $87 billion mega-deal is nothing more than a desperate move by Hollywood to consolidate power. David Zaslav’s WBD was a "fiasco," and the merger of "prestige" content like Succession with Netflix's data-driven

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00:23:39

OF COURSE, Trump’s AI Czar David Sacks Has ALSO...

The Newcomer Podcast ·

2025/12/09

In this episode, we break down the revelations around David Sacks, the venture capitalist now serving as the Trump administration’s de-facto AI czar, while simultaneously holding deep financial ties across the AI industry he’s helping shape.Following the New York Times’ recent reporting, we examine how Sacks positioned himself at the center of both AI policy and AI investing, and what happens when the person influencing federal AI strategy is also betting on the companies affected by those

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00:34:54

Inside the Sex Cult That Fooled Silicon Valley

The Newcomer Podcast ·

2025/12/08

Investigative journalist Ellen Huet joins the show to discuss her stunning new book on OneTaste, the wellness startup that rose to Silicon Valley fame before spiraling into allegations of manipulation, coercion, and cult-like control. We unpack how a company selling “female empowerment” turned into one of tech’s most disturbing cautionary tales, and what its downfall reveals about power, charisma, and the blind spots of the startup world.This conversation goes deeper than the headlines and asks a

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01:03:21

Reid Hoffman on Epstein, Elon Musk, and why AI is NOT...

The Newcomer Podcast ·

2025/12/01

Reid Hoffman Breaks Silence on Epstein Emails & AI PowerToday on the Newcomer Podcast, Reid Hoffman joins me for a wide-ranging conversation on AI power, regulation, politics, and the future of the tech economy. We get into everything — AGI timelines, Sam Altman’s real competition, AI policy, and why Reid says we’re not in a bubble. We also cover his political involvement this year, the Epstein email revelations, and his views on crypto’s future in Washington.This is a fast, sharp, insider

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00:49:19

Which $Billion AI Startup Would You Short?

The Newcomer Podcast ·

2025/11/25

MongoDB.local San Francisco is happening on January 15th. Learn more and register here → http://mdb.link/sf-dot-local At the Cerebral Valley AI Summit, we surveyed more than 300 founders and investors with one question:“Which billion-dollar AI startup would you short?” The answers were… blunt.In this episode, Eric, Max Child and James Wilsterman break down the most surprising picks, what they reveal about the state of AI in 2025, and the shifting mood inside the industry. We also revisit the biggest

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00:45:39

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

The Newcomer Podcast ·

2025/11/17

Buckle up—today's episode takes you inside the war on AI slop and Anthropic's bold plan to fix artificial intelligence's biggest problems. We kick things off at the Cerebral Valley AI Summit, where Anthropic CPO Mike Krieger shares why AI needs to be truth-seeking and what their team is doing to fight misinformation and "brainrot." From explosive funding announcements to real talk about the future of agentic AI, you're getting all the behind-the-scenes intel.Then, Max Child

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00:32:38

AI Predicts Its Own Rise (and Fall)

The Newcomer Podcast ·

2025/11/10

Everyone has predictions about AI, but what happens when AI predicts itself?In this episode of The Newcomer Podcast, Eric is joined by Cerebral Valley co-hosts Max Child and James Wilsterman to let AI map out its own 5-year plan. From AGI timelines to AI in healthcare, movies, and beyond.Can AI really forecast its own future, or are we all buying into its self-created hype?

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01:10:14

Inside the AI Gold Rush (One Year Later)

The Newcomer Podcast ·

2025/10/31

Click here to learn more about MongoDB for Startups - https://www.mongodb.com/lp/solutions/startups/partners?utm_campaign=startup_partner&utm_source=newcomer&utm_medium=referralThis is the leadup to our newest installment of the Cerebral Valley AI conference we're hosting on November 12th. In this episode of the podcast, we're joined by the co-hosts of the conference - Max Child and James Wilsterman - as we dive deep into the complete state of the tech startup world. We'll also

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00:52:48

Inside Amazon’s $100B Automation Gamble

The Newcomer Podcast ·

2025/10/30

Is the AI boom already peaking? In this episode of The Newcomer Podcast, Eric, Madeline and Tom take a hard look at the hype cycle driving Silicon Valley’s latest gold rush — from Andreessen Horowitz’s record-breaking $25 billion year to Amazon’s push to automate its entire workforce.We explore whether AI’s trillion-dollar promise is real innovation, or if the cracks are already showing. From OpenAI’s overblown math claims to Andrej Karpathy’s “State of the Union” reflections, we break down what’s

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00:36:27

Inside the $Trillion AI Money Machine

The Newcomer Podcast ·

2025/10/10

AI stocks are booming — but are we nearing a breaking point?This week on Newcomer, we unpack how OpenAI, Anthropic, Nvidia, and AMD are fueling what might be the biggest tech money machine since the dot-com bubble. From trillion-dollar valuations to volatile deals and hype cycles, we explore whether this “AI economy” is sustainable — or if it’s starting to look like a Ponzi scheme.

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00:51:46

The Coming AI Crash No One Wants to Admit | Alex...

The Newcomer Podcast ·

2025/10/03

This week on the Newcomer Podcast, Madeline and Tom are joined by Alex Heath to dig into some of the biggest questions in tech right now.We ask: Is the AI bubble about to burst? OpenAI is propping up huge partners like Microsoft, Oracle, and Broadcom — but what happens if their momentum slows? Meanwhile, Meta just launched Vibes, a quirky new product that seems far removed from the company’s AGI ambitions. Does this mean the AI hype cycle is already shifting?From venture capital’s bets on AI, to

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00:43:41

Andreessen Horowitz’s Media Empire, Trump vs. Kimmel,...

The Newcomer Podcast ·

2025/09/26

This week on the Newcomer Podcast, we dive into three stories that reveal how tech, politics, and media are colliding in unexpected ways. First, we look at Andreessen Horowitz’s expanding media ambitions, exploring why A16z wants to shape the narrative around everything from defense tech to TikTok. Then, we turn to Trump’s feud with Jimmy Kimmel, which led to Kimmel’s suspension and re-hiring by Disney — a moment that highlights the uneasy dance between business leaders, politics, and late-night TV

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00:36:27

AI, Longevity, and the Health Revolution with Nayeema...

The Newcomer Podcast ·

2025/09/19

Check out Nayeema Raza's podcast Smart Girl Dumb Questions: https://linktr.ee/smartgirldumbquestions We’re at a turning point in public health. From billionaires chasing immortality to the growing influence of AI in medicine, the future of healthcare is being rewritten in real time. In this week’s episode of the Newcomer Podcast, journalist and filmmaker Nayeema Raza joins us to unpack the promises and pitfalls of health tech.We dive into highlights from Deus Ex Medicina, our one-day,

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00:43:29

From Deus Ex Medicina: Vinod Khosla, Bob Kocher &...

The Newcomer Podcast ·

2025/09/12

On this episode of the Newcomer podcast, host Eric Newcomer is joined by co-host Nayeema Raza for conversations with some of the most influential voices in healthcare and venture capital. Bob Kocher, Partner at Venrock, and Annie Lamont, Founder and Managing Partner of Oak HC/FT, share their perspectives on business models in healthcare, the rise of AI applications, the promise and pitfalls of longevity drugs like GLP-1s, and the future of Medicare Advantage. Later, Vinod Khosla, Founder of Khosla

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00:28:55

The Stakes at Deus Ex Medicina

The Newcomer Podcast ·

2025/09/05

Journalist Nayeema Raza—host of Smart Girl Dumb Questions—joins Eric Newcomer to preview Deus Ex Medicina, their AI–health–longevity summit happening Tuesday, Sept 9 (San Francisco). They discuss the big themes going into the conference: how longevity went mainstream, why precision medicine and novel bio are finally feeling real, and who wins the race to own the patient. Eric and Nayeema get into the policy whiplash in D.C., HIPAA’s fraying edges in a wearables world, and whether or not AI will

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00:55:17

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

The Newcomer Podcast ·

2025/08/29

Former CIA officer and three-term Congressman Will Hurd joins Eric Newcomer, Tom Dotan, and Madeline Renbarger to break down Washington's defense tech boom and tackle the burning question: Is this all just hype? Hurd explains how Ukraine has changed the face of warfare and opened the door for new companies to break into the fold. However, it's one thing to build a prototype, but it's another to actually earn recurring revenue.We discuss how to really sell to the Pentagon, LA's role

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00:50:59

The Casino enters the arena + Guillermo Rauch of...

The Newcomer Podcast ·

2025/08/22

Is the AI bubble popping—or just catching its breath? Eric Newcomer and Tom Dotan spar over Nvidia jitters, Sam Altman’s “bubble” dinner, the MIT “95% fail” headline, app-vs-model margins (Cursor, Claude Code), and Chamath’s SPAC-as-casino shtick. Then Eric sits down with Vercel founder/CEO Guillermo Rauch for a fast, idea-dense jam: assistants → agents → multi-agent teams, why GPT-5’s real story is coding, “vibe coding” and code-last workflows, who gets paid in the era of AI factory-builders,

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00:55:40

Ed Zitron Hater’s Guide to Generative AI

The Newcomer Podcast ·

2025/08/15

For this episode, we brought on Ed Zitron to make the bear case against large language models and walk us through his “Hater’s Guide To The AI Bubble.” In this fiery debate with Eric Newcomer, Tom Dotan, and Madeline Renbarger, we dig into whether generative AI is the next platform shift or a $500B mirage. From the viral TaskRabbit CAPTCHA myth to SoftBank’s high-stakes bets, we debate the hype, shaky economics, and media spin driving the AI boom.

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00:37:08

AI is saving the economy. For now.

The Newcomer Podcast ·

2025/08/08

GPT-5 has landed! Is it the leap forward OpenAI promised or just an incremental upgrade? Eric Newcomer and Tom Dotan discuss this, how AI capex might be propping up the entire economy, and what Apple’s golden gifts to Trump say about Big Tech’s political bets.

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00:46:55

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

The Newcomer Podcast ·

2025/08/01

This week on the Newcomer Podcast, we're joined by a very special guest: Danny Rimer, seasoned investor and longtime partner at Index Ventures, for a timely conversation around Figma’s highly anticipated IPO.Danny takes us behind the scenes of Index’s early bet on Figma and its visionary CEO Dylan Field, sharing how the deal came together and what made the design platform stand out in a crowded startup landscape. From there, we zoom out to talk about the current venture capital climate — what’s

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61 results

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