Eric Newcomer retweetledi
Bezos raising $100 billion for an AI transformation play and fresh data from @cartainc shows paper returns ballooning for recent top performing venture funds in @NewcomerMedia
newcomer.co/p/big-guns-inc…
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Eric Newcomer
13.3K posts
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
3.1K Takip Edilen46.4K Takipçiler
A common feature of BuzzFeed's demise & the Washington Post's downfall is how little (none?) accountability Jonah Peretti and Jeff Bezos take as business leaders. Their side of the story is about how tough the market is for digital media. Sure, but...what about your decisions?
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I argued Apple belongs in our AI powerankings. ("It's a coiled spring!")
@mlchild called me crazy.
We may both be right… just on different timelines.
📷 Full episode in the comments (trust me, you don't want to miss this one)
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Big Guns Including Bezos & Blackstone Join the AI Transformation Fray newcomer.co/p/big-guns-inc…
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here's the White House's national AI framework whitehouse.gov/wp-content/upl…
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Eric Newcomer retweetledi
"Guy that sells shovels says you should spend 50% of your salary in shovels".
sunny madra@sundeep
“If your $500K engineer isn’t burning at least $250K in tokens, something is wrong.”
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Eric Newcomer retweetledi
A detailed and brutal look at the tactics of buzzy AI compliance startup Delve
"Delve built a machine designed to make clients complicit without their knowledge, to manufacture plausible deniability while producing exactly the opposite."
substack.com/home/post/p-19…
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Eric Newcomer retweetledi
The White House, Oracle and Silver Lake won't answer questions about a $10 billion payment that was apparently required to secure the TikTok sale.
It's unprecedented. And officially undisclosed.
U.S. investors and biz leaders should want answers.
axios.com/2026/03/18/tik…
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AI companies may have built Walter Cronkite first but here's no reason they can't build the Tucker Carlson LLM.
If models have personalities (Constitutions) and histories (training data) like people, it feels a bit like over-extrapolating about humanity from the first human you meet.
Eric Newcomer@EricNewcomer
Smart piece from @Noahpinion (picking up a thread from @dylanmatt) arguing that AI is a force for political moderation. Agree that's true now. I would just caution about celebrating too early: personalized and engagement-oriented LLMs will clearly emerge. Yes, given the big guys are trying to create all-purpose reasoning machines they are middle-of-the-road. But purpose-built models are inevitable. And big consumer model providers will feel pressure to juice engagement and tell people what they want to hear. noahpinion.blog/p/save-us-digi…
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Smart piece from @Noahpinion (picking up a thread from @dylanmatt) arguing that AI is a force for political moderation.
Agree that's true now.
I would just caution about celebrating too early: personalized and engagement-oriented LLMs will clearly emerge. Yes, given the big guys are trying to create all-purpose reasoning machines they are middle-of-the-road. But purpose-built models are inevitable. And big consumer model providers will feel pressure to juice engagement and tell people what they want to hear.
noahpinion.blog/p/save-us-digi…
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Eric Newcomer retweetledi
In charts: Some of Thrive Capital’s 2022 and 2024 funds are already showing IRR of 50% or more.
@ThriveCapital's Fund VIII — its 2022 venture vintage — had an IRR of just over 126%, according to UTIMCO’s disclosures through the end of November 2025.
It’s the largest single-year IRR from a venture fund we’ve seen since we started covering these disclosures, driven by early investments in @OpenAI, @cursor_ai, and @basepowerco.
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If @tbpn is SportsCenter for tech, @CVAI_Show can be the Ringer youtu.be/1KCzfGGxkck @mlchild @jameswilsterman
YouTube
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Really think we have hit minimum viable podcast with the Cerebral Valley Show. If you are an early adopter, time to start watching. youtu.be/1KCzfGGxkck?si…
YouTube
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Eric Newcomer retweetledi
VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO in @NewcomerMedia
newcomer.co/p/vc-returns-r…
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