Eric Newcomer

$1.995 trillion! not $2 trillion...

we draft 15 YC startups that we're most excited about in the latter half of the episode youtube.com/watch?v=6owjAd…

Here's @NewcomerMedia @NewComerPodcast" target="_blank" rel="nofollow noopener">youtube.com/@NewComerPodca… Here's @CVAI_Show youtube.com/watch?v=6owjAd…

The Newcomer Podcast... in-person, NYC interview show... guests like @tfadell & @rabois... looking for guests where things can get animated and feisty and passionate... The Cerebral Valley Show... co-hosted with @mlchild & @jameswilsterman... chat show on AI, draft picks, top tweets of the past two weeks, winners and losers, etc. ringer for tech

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030 newcomer.co/p/coatue-proje…

breaking on @CVAI_Show with @mlchild & @jameswilsterman... Coatue projected Anthropic would have a $1.995 trillion valuation in 2030 + other financial details youtube.com/watch?v=6owjAd…

@AlokANYC @JeffDean Queens??????? The community defined by its immigrants? Is this parody?

@JeffDean Let me guess - you live in Atherton or Lost Altos hills or another privileged enclave? Come and spend some time in queens to understand what Illegal immigration has done to communities. It has decimated budgets, ruined schools and dramatically impacted safety.

"Give me your tired, your poor, your huddled masses yearning to breathe free" 🗽 As Charles Barkley observed, we are falling short of our own ideals.

The excellent @MattMahanSJ on @EricNewcomer pod: pca.st/episode/fcde97…

@jasminewsun @Emily_Sundberg @TheAtlantic Congrats!

Personal news: I’m joining @TheAtlantic as a contributing writer! It drives me nuts how wide of an understanding gap there is between SF AI world and everywhere else — especially given the immense public stakes. There's so much AI hype, anxiety, and misinformation; so doing translation and synthesis feels more important than ever. (This role is in addition to Subst*ck, where I’ll keep writing at the same cadence.) I'm using this excuse to share some rambly media thoughts: namely that tech journalism can & must be great again. The problem with “old media” is that it often refuses to take tech bros at their word, and the problem with “new media” is that it’s often just advertising, which is boring even for the subjects. There’s a doom loop where some reporters write poorly-informed stories, so insiders won’t talk to them, so sourcing is worse; not to mention that most journalists are not based in the communities they cover. This makes people bad-faith, but it also means a lot of AI reporting is 6-12 months behind. Yes, fantastic blogs/podcasts abound — these are the bulk of my info diet — but they are largely insiders talking to insiders, too niche to recommend to policymakers or smart non-AI friends. These fractures are a disaster for shared public knowledge, and make us less prepared to navigate AI well. Magazine writing offers the ability to rise above of the hourly play-by-play (squinting at every new model release, every new jobs report) and to the bigger questions. I actually think the most impactful AI writing has *months*, not days of longevity! Rather than over-anchoring to any particular forecast, it offers generalized frames for operating under uncertainty. A few types of pieces I’m especially keen to write: 1) AI culture: A few people’s idiosyncratic personal beliefs regularly change the world. It thus matters tremendously how AI builders view their work, politics, philosophy, and the future. I think most individuals in the AI industry are good and want their tech to do good. Journalists can portray AI workers’ earnest beliefs while being appropriately skeptical of how that can clash with or be shaped by industry incentives, and how it might diverge from the public. "Smart people confront hard moral/intellectual problem" is one of my favorite genres. 2) AI diffusion: AI discourse disproportionately focuses on its impact on software and writing because those are the jobs the messengers do (obviously I’m guilty of this). That makes me want to do more field reporting on AI in education, manufacturing, healthcare, etc: e.g. can I ride along with a team trying to integrate AI tutors into a school? Diffusion is rarely as smooth as economic models predict, and “how AI will go” depends largely on the speed, and where it hits first. Relatedly: AI in the non-western world. 3) AI superusers: Polls show people are highly anxious about AI’s speculative effects but sanguine about their personal use. I think more people should experiment with AI to feel both the pace of progress *and* its jagged edges. While AI can produce slop/surveillance/etc, it can also extend human ability & creativity. I want to paint portraits of people already “living in the future" so we can ask: is that a life we want? The tech is here, but we can choose how to relate to it. If you have ideas/feedback/etc my DMs are open, and my Signal is jws.27. For me 1-1 conversations are *not* on the record unless we say so. (I always thought this was a weird norm, and in general am happy to answer people's questions about “how journalism works” from my POV because it can be quite opaque.) (also I'm replacing my blurry macbook selfie with a b&w portrait profile picture to signify reluctant induction into the label of "capital-j Journalist.” I spent most of last year pretending to be funemployed, but I suppose this is graduation. end of an era!)

@MiniMax_AI Looking forward to it!

Our Co-founder & President Yeyi Yun is speaking at #HumanX2026 In conversation with @EricNewcomer, she'll share how MiniMax builds general intelligence at scale - across text, video, speech & audio. 📅 April 7 · 3:40 PM 📍 Moscone Center, SF See you there 👋

With Sora’s Demise, OpenAI Priorities Are Clear newcomer.co/i/192258219/wi…

Silicon Valley Learns to Love the Government — at Least When it’s Friendly newcomer.co/p/silicon-vall…

New in @NewcomerMedia: Our annual dispatch from the Hill & Valley forum, where even Jamie Dimon was embracing industrial policy newcomer.co/p/silicon-vall…

👀

I am pretty sure the effort by the pro-AI lobby to torpedo Alex Bores will later on be widely understood as a pointless own-goal. The ads are Kathryn Hahn in Parks & Rec tier self-parody; there is nothing serious in them.

The highest-ranking uniformed officer at the NYPD until about five months ago:

Who should we be looking out for?

@CVAI_Show We? Every man for himself