Eric Newcomer
13.8K 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













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.




Time to fix grok again



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.


I strongly disagree and consider this in the territory of highly-motivated historical revisionism. The safety activists have had years to get their acts together on developing clear and comprehensive technical standards that could govern advanced AI release decisions. Useful ideas about the importance of specifications and standards swirled within the community for years. Did the Andreesens of the world help with this? Of course not. But the AI safety world was flush with unbelievable amounts of money and the best technical talent in the world. The failure to produce off-the-shelf decision-making guidelines at a level robust enough for government to adopt and have confidence in is wholly a failure of the AI safety community. The community also very much confused the state of affairs with poorly-conceived political fights like SB 1047, which tried to advance a standard based on training FLOPs instead of anything more meaningful. If AI safety activists can't take ownership for the current state of affairs pertaining to AI safety standards, then the whole field is bankrupt of humility and ideas.





