Eric Newcomer

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Eric Newcomer

Eric Newcomer

@EricNewcomer

Founder + author of Newcomer – a startups and VC newsletter & events company. Host summits, including Cerebral Valley AI Summit. Subscribe https://t.co/ptjq4pjVS9

Crown Heights, Brooklyn Katılım Nisan 2009
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Eric Newcomer retweetledi
Newcomer
Newcomer@NewcomerMedia·
The Week in Short AI companies are scrambling for humanities majors and geopolitics experts as they navigate a shifting global landscape. Independent journalist Taylor Lorenz makes the case for the anonymous internet on the podcast. OpenAI, SpaceX, and Meta are all launching new foundation models — with some designed to compete mainly on price. Seed valuations for the top 5% of startups have entered the stratosphere. Chipmaker SambaNova rakes in nine figures. A public twitter spat between USVC and Anduril highlights the precarious nature of SPV share sales. A profile of Andreessen Horowitz’s fixer Mark Dyne highlights the attorney’s behind-the-scenes activities on behalf of multiple high-profile Silicon Valley clients. SpaceX enters the Nasdaq-100 but its shares continue to slide. Fidji Simo steps back from OpenAI.
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Eric Newcomer
Eric Newcomer@EricNewcomer·
Then there’s The Revenge of the Philosophy Majors, as the Times deliciously put it this week. (We like it as a company filled with philosophy majors!) The existential questions around AI risks and ethics are urgent, and it’s logical — if still surprising somehow — that people who have spent their careers thinking about these questions would find that their knowledge is now in demand. All of this gives lie to the dumb and arrogant idea, heavily promoted by David Friedberg of the All-In podcast and endorsed by Elon Musk, that the world can be divided into “makers” and “takers.” At the very least, during the dawn of the AI era, there’s an important place for thinkers too. newcomer.co/p/political-ri…
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Eric Newcomer retweetledi
Thomas Massie
Thomas Massie@RepThomasMassie·
I spoke to McConnell for about 20 minutes this morning. He said we should end the war with Iran, quit giving aid to Israel, stop spying on Americans without a warrant, and he’s really sorry about how my primary turned out.
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Eric Newcomer
Eric Newcomer@EricNewcomer·
my favorite attendees at the Cerebral Valley AI Summit in London... Esther Newcomer, 9 months + @SjoeW
Eric Newcomer tweet mediaEric Newcomer tweet mediaEric Newcomer tweet mediaEric Newcomer tweet media
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“paula”
“paula”@paularambles·
forgive me father for i have made something people didn’t want
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Eric Newcomer
Eric Newcomer@EricNewcomer·
who is in the rebel alliance for agentic commerce? going to bring together startups figuring out what the future of online spending looks like at our Machine Earning Summit in September.
Ashley Mayer@ashleymayer

One of the most underutilized startup comms playbooks: teaming up with your philosophical peers to tell a much bigger story about the future than you can (credibly) tell on your own. Journalists used to play a big role here, promoting umbrella narratives like “the sharing economy” to explain what was happening at disparate companies like Airbnb, Uber and TaskRabbit. In the earlier days of cloud SaaS, at Box we’d team up with other “best of breed” startups to make the case for an unbundled approach to enterprise software. American Dynamism is a more recent case study, although often applied too broadly to be useful as a narrative, despite its power as a slogan/ideology. Today, influence is fragmented, and innovation outpaces analysis, at least from traditional sources. Most startups, meanwhile, are focused on promoting their own products and momentum—understandable, but ironically, these self serving stories often fail to explain why a company's success matters beyond its existing customers and cap tables (put another way: what broader movement is it a microcosm of?), and ultimately have a much smaller total addressable audience. Some founders are able to tell more expansive stories, but even then, it’s hard to make a lot of people pay attention to any one startup in a noisy, fast-paced media environment dominated by a few massive players. I was reminded of the opportunity to team up when USV’s @mignano tweeted about the “rebel alliance” and his partner @nickgrossman followed with an essay, both making the case for why an ecosystem of startups tackling all layers of the agentic AI stack has a structural advantage over today’s seemingly unstoppable giants: the vertically integrated AI platforms. There are lots of impressive logos in their diagram of the “emerging agent stack,” but few (if any) can challenge the prevailing narrative round today’s Goliaths on their own. Together, however… If you’re a startup in the so-called rebel alliance (or any other broad movement that world has yet to grasp!!), here’s what to look for when picking your peers: - Philosophical alignment: do you share certain high level beliefs about the future? Ideally those beliefs are (currently) somewhat contrarian. - Common customer: you don’t have to have the exact same ICP, but ideally you care about a similar audience. - Collaborator versus competitor: This is probably obvious, but you don’t have to invite your competitors. From the “emerging agentic stack,” for instance, you’d ideally select the strongest company from each layer. - A players: only team up with companies and founders you believe to be excellent - they reflect the quality of the broader group and the worthiness of the narrative. There are so many fun ways to bring this to life: collectively host a conference (Reindustrialize is a great template), pair up for podcast interviews, co-author an op-ed, collaborate on a content series, propose legislation, launch guerrilla marketing aimed at common enemies. If nothing else, joining forces will force you to tell your story at a 30,000 foot view and articulate a vision that contextualizes why a lot more people should care about your company’s success than do today.

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Eric Newcomer
Eric Newcomer@EricNewcomer·
@rsg Would love some case studies to report on. Definitely we're interested in this topic at @NewcomerMedia
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Bobby Goodlatte
Bobby Goodlatte@rsg·
I’ve heard one too many stories from friends about SPV fraud It’s one of the biggest stories in Venture Capital not being told, in part because it’s embarrassing to admit you got scammed Beyond the usurious fees that have become standard (20 or 30+ percent for mere access). Theres a shocking amount of “ghost shares” being sold by outright fraudsters. In other words: they never had shares to sell to begin with And the stories I’ve heard have all come from sophisticated, professional investors. Not your typical “dumb money” If these people are being scammed, I’m certain the problem is 1,000X worse under the surface I want to blow the lid off this story and drive reform. I’ve never seen such an influx of bad actors into startup investing in the 13 years I’ve been an investor. It’s “Wolf of Wall Street” bad, or worse. More to come on this; but I’m lining up meetings in DC to speak with folks in both the House and Senate on the issue. A few already on the books. I’m serious about this. I’ve never been a big fan of government regulation, but I think it’s needed. And I’d love to speak about this issue on podcasts, traditional media, etc. If you’ve been personally affected, please DM me. I’ll keep your story in confidence Finally: this story isn’t just about fraud. It’s about how the average American investor has been systematically cut out of the upside of our most promising technology companies If you had believed in Apple or Amazon early: you could have just bought shares on the open market Now you have to deal with some of the scummiest middlemen charging usurious fees, selling shares that might not even exist These small investors have few advocates. They’re regularly mocked by VCs as dumb money. All while risking their own hard-earned money, no LPs backing them, no management fees to fall back on. 100% skin-in-the-game They deserve our respect, and a square deal. I’ll always respect someone putting their own money on the line to back something they believe in — no matter how small the check In many ways they’re taking on more risk than the VCs mocking them. It’s pretty easy to take risks with other people’s money versus your own They deserve access, like they had back in the 80’s / 90’s / early 2000’s We turned an open market into a toll road. I’m sure the folks operating the toll booths will not like this post, or the reforms I’m going to try to push. But my DMs are open to anyone who wants to help eliminate the tolls for the average American investor ❤️🇺🇸
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Jesse Singal
Jesse Singal@jessesingal·
Really helpless feeling about where we're at. There's a historic (by American standards) level of corruption and looting going on right now and the party that could stop it is fine with it. And since it is cult of personality his supporters cheer it! nytimes.com/2026/06/28/wor…
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Derek Thompson
Derek Thompson@DKThomp·
Good thread. Bottom line: “In light of the tightening of the regulatory system in recent years and the subsequent deterioration in the financial condition of Stabilized housing, I believe Mayor Mamdani’s rent freeze is both irresponsible and an abuse of the system. It will accelerate the deterioration in the financial and maintenance condition of older rent regulated housing.”
Frank Braconi@FrankBraconi

I’ve long been one of the few economists who defended the appropriateness of well-designed rent regulation laws in NYC and other “superstar” cities with tight housing markets and that are subject to rapid changes in market rents in gentrifying neighborhoods.

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Nicholas Kristof
Nicholas Kristof@NickKristof·
Elon, I can give you many, many names of people who have died because of your aid cuts.: *Yamah Freeman was a 23-year-old woman who died in childbirth because you stopped paying for the diesel for ambulances in her part of Liberia. I talked to her parents and sister in their village. *Gbessey Kiadu, age 1, died of malaria because of your cuts in Liberia. I talked to his mom in her village. *Ibrahim Koroma, an infant, died of AIDS in Sierra Leone after you interrupted HIV supplies. I talked to health workers who cared for him. *Achol Deng was an 8-year-old girl with HIV in South Sudan who died when you cut funding for the health care worker who provided her medicines. I talked to him. I could go on and on. In almost every village you go to in South Sudan, Uganda, Liberia, Sierra Leone or other countries I reported in, you find people dying because of aid cuts. I challenge you: Come with me on a reporting trip, and we'll talk to these moms and dads, and you'll see the dying children themselves. I think if you see the kids whose lives are at stake, maybe you'll change your mind.
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Eric Newcomer retweetledi
Eric Newcomer retweetledi
Michael Arrington 🏴‍☠️
RIP @om. You were my competitor, my mentor, and most importantly my friend. We wanted nothing from each other which made it so easy to spend so much time together. You will be remembered as the fierce journalist and thinker that you truly were. Gone way too soon.
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