Eric Newcomer

Behind the @cerebras IPO: It was a long and complicated road between the first discussions among Andrew Feldman, Gary Lauterbach, and Steve Vassallo of Foundation Capital back in 2014, and Thursday’s sensational IPO. From @maddierenbarger, in Newcomer:

Sat down with the man who brought down Gawker… you’re gonna want to watch this one youtu.be/YNAaPAOf2k4?si…

Couldn’t imagine better company… just spoke on a panel at The Newsletter Conference with Punchbowl’s @apalmerdc and Axios’s @JLHCameron, moderated by @Mosheh

Cerebras' earliest investors won big in its IPO Thursday @NewcomerMedia newcomer.co/p/the-ai-trade…

Our AI slop information ecosystem

@IanRountree You’re just turning over your X to ChatGPT and then keep up factually wrong posts?

@EricNewcomer Oh wow Chat really hallucinated on this! 🤦‍♂️

Uhhh they’re just openly stealing billions of dollars

Hey @ericvishria - huge congrats to you and the @cerebras team on an incredible IPO. Truly an amazing outcome. When is @bgurley going to take you out to the woodshed for leaving so much money on the table :)

What happened to the direct listing crusade

@suRYvor great survivor players win

“You’re the best Survivor player of all time. You’re better than Sandra. You’re better than Tony. And I’m honored to call you a friend.” Aubry spilled #Survivor #Survivor50

This is being said during a season called 'In the Hands of the Fans', mind you. Diabolical

when I first heard of @baseten they were basically a competitor but then I met @tuhinone and I liked him, and when I heard they were pivoting to inference, I was relieved because I didn't want to compete against him and then he hired @DannieHerz and I was angry because I wish I had thought of it and now they're a critical partner for us as we embrace our own many model future at @_hex_tech I'm so happy for all their success and very excited to share what we've been working on with them!

@y2e2coups Some of them are paid subscribers but so are people at GC. I run my business on substack so at a great distance they profit off me. They haven’t sponsored my events so not a major source of revenue.

@EricNewcomer You receive indirect money from AH tho, right?

Kinda bewildering positioning… hey startup founder, we are the VC that loves rules and turns our nose down at weird ideas?

True but hope there is a lot more to talk about too! How about the message to eliminate capital gains which is preferential treatment for rich people vs. folks who earn ordinary income? How about how much better a human being @sama is than @elonmusk ? ....

@vkhosla @sama @elonmusk All that and more here! youtu.be/NJ3IDtwqBc8?si…

@HarishMuk See

@EricNewcomer Khosla did.

there was room for a publicly anti-MAGA / corruption mega VC firm (contrasted with Trump mega donor a16z) but no one stuck their neck out when that was risky… so hard to cry principle and be believed now

@almostcmb Right but isn’t that more of a case for a big firm known to work well with democrats. Used to be John Doerr. I’m not saying people should only do business with democrats or anything. Just crazy how one sided it became and that GC didn’t go that direction

@EricNewcomer Also keep in mind startups can “hedge” here. By the time Series B/C rolls around, room for multiple/opposing partisan identities on the cap table and that’s often very deliberate

Sun Tzu: “Never interrupt your enemy when he is making a mistake” @pmarca: quote tweet them into oblivion

@briannekimmel Killer robots, yes. robot doggies, no

@EricNewcomer someone forgot to tell marketing what Anduril does…