Newcomer Pod

OpenAI’s revenue confusion, Apple’s AI missteps, and Nvidia’s investments raise a bigger question: how much depends on the AI boom continuing?Big Technology founder Alex Kantrowitz joins Eric Newcomer to examine OpenAI and Anthropic’s businesses, the market’s sensitivity to their growth, and the competition reshaping Big Tech.They discuss Apple’s siloed culture and struggles with Apple Intelligence, Meta’s push into personal AI assistants, and Amazon’s resistance to outside shopping agents. The conversation also covers Google’s position in the AI race, Microsoft’s missed opportunities, and questions around Nvidia investing in companies that buy i...

Reid Hoffman on ChatGPT, the future of jobs, and why he believes the AI boom is keeping America out of a recession.

The LinkedIn co-founder joins Eric Newcomer to explain why America needs to keep building AI while being careful about how powerful new systems are released. He shares why nobody can confidently predict AI’s impact on employment, how AI-native startups could disrupt established businesses, and what it would take to help workers navigate that transition.

Hoffman also recounts knowing three people whose lives he says were saved by ChatGPT as a medical second op...

Why did Josh Elman leave Apple, and where can AI startups still win against OpenAI? The former Siri and Apple Intelligence team member explains why he’s betting on a new wave of consumer companies.

Josh joins Eric Newcomer to discuss his move to Andreessen Horowitz, what held Siri back, and how Apple can rebuild users’ trust. He shares why OpenClaw changed his thinking about startups and why founders don’t need to build their own AI models to create valuable products.

They also explore personal AI agents, the future of shopping and travel, lessons from M...

Renee Jones on how billion-dollar startups escaped public scrutiny, why founders became more powerful than their boards, and what happens when private markets operate in secrecy.

Renee Jones, Boston College Law School professor, former SEC official, and author of Untamed Unicorns, joins Eric Newcomer to examine how the startup financing system shifted from investor oversight to founder control. Renee explains how changes to securities laws allowed companies to raise enormous sums while remaining private, avoid meaningful disclosure, and delay going public indefinitely.

They discuss what FTX, Theranos, WeWork, and Uber reveal about startup governance; why...

What does NVIDIA really get from Hugging Face—and what is Silicon Valley missing about China?

Zavain Dar, co-founder of Dimension and an early Hugging Face investor during his time at Lux Capital, joins Eric Newcomer to unpack NVIDIA’s open source strategy, the competition with OpenAI and Anthropic, and why his trips to China changed how he thinks about the future of technology.

They discuss China’s AI and biotech boom, the limits of US chip restrictions, and why American startups are building on Chinese models. Plus: Dimension’s Coefficient Bio exit to Anthropic, whether...

Sam Parr on getting fired by Airbnb the day before he started, selling The Hustle, and why $10 million in revenue changes everything.

Sam Parr, founder of The Hustle and Hampton and co-host of My First Million, joins Eric Newcomer to talk about how he went from an Airbnb firing to an eight-figure media exit. Sam breaks down what 5,000 Hampton founder interviews reveal about the messy middle between $1M and $10M in revenue, what shifts on the other side of that number, why he studies successful businesses before building anything new, how AI is reshaping agency margins, why...

How can billions of video game clips train AI to control robots? General Intuition CEO Pim de Witte explains why gaming data may be the missing ingredient for the next generation of robotics and AI agents.

Pim de Witte built the world's largest RuneScape private server as a teenager before founding Medal, one of the biggest gaming clip platforms in the world. Today, Medal processes roughly one billion gameplay clips every year, creating a unique dataset that powers General Intuition's AI models for robotics, world models, and autonomous agents.

In this conversation with Eric Newcomer...

John Coogan, co-founder of TBPN, joins Eric Newcomer to talk about the acquisition that shocked the tech media world. John breaks down how TBPN went from two guys in suits to one of the most-watched live tech shows on the internet, why OpenAI came calling, what an editorial independence clause actually means in practice, and why he and Jordy chose to sell when they didn't have to. He also gets into the mechanics of building a media brand that works, why they monetized everything from day one, and what Sam Altman actually needs to do better on comms.

Taylor Lorenz on why the social media panic is overblown and who's actually driving it.

Taylor Lorenz, journalist and author of Extremely Online, joins Eric Newcomer to push back on the moral panic around phones, social media, and screen time. Taylor argues there is no such thing as social media addiction, that age verification laws do more harm than good, and that the groups pushing child protection legislation have their own agendas. She and Eric also get into the surveillance state, anonymous speech online, why podcasters are secretly taking money to book guests, and what the creator...

The Goldman Sachs exec who automated Wall Street on what AI agents actually do to jobs, companies, and the future of enterprise software.

Marty Chavez got his AI PhD in 1991 when there were exactly zero AI jobs. So he went to Goldman Sachs and spent decades building the machines that took over Wall Street. Now at Sixth Street and on Alphabet's board, he joins Eric Newcomer at the Cerebral Valley AI Summit in London to explain what actually happens when AI replaces human labor, why a trading firm went bankrupt in 40 minutes because of a bot, and...

Semafor's editor-in-chief on why Washington has decided Anthropic needs to pick a side.

Ben Smith, co-founder and editor-in-chief of Semafor, joins Eric Newcomer to break down the collision between the Trump administration and Anthropic, and what it reveals about the new relationship between Washington and big tech. Ben explains why the government is taking equity stakes in companies, how the Trump family is monetizing the presidency, and why he believes this is one of the most corrupt periods in modern American governance.

The conversation also covers the politicization of the Justice Department, why CEOs now...

Aidan Gomez on AGI, China, and the Biggest Risk Facing AI.

Cohere co-founder and Transformer co-author Aidan Gomez joins Eric Newcomer to discuss whether we've already reached AGI, why Chinese AI models are being underestimated, the future of enterprise AI, sovereign AI, and why relying on a handful of AI companies could become the industry's biggest risk.

If you're interested in artificial general intelligence, OpenAI, Anthropic, Cohere, Chinese AI, AI infrastructure, and the future of machine learning, this conversation offers a thoughtful look at where AI is headed next.

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The CEO of a $4 billion compliance company on how her biggest competitor was faking it, and what that means for AI startup culture.

Christina Cacioppo, co-founder and CEO of Vanta, joins Eric Newcomer to talk about the scandal that shook the compliance world. Her $4 billion competitor Delve was caught pre-filling compliance reports without doing the actual security work — and customers had no idea. Christina explains how Vanta figured it out, why fake compliance is a better product experience than real compliance, and what happened to Delve's customers after the story broke.

The conversation also covers th...

Ed Zitron is back, and he's making his strongest case yet that OpenAI and Anthropic are running a deliberate con on the public.

In his second appearance on the Newcomer Podcast, Ed Zitron sits down with Eric Newcomer to break down why he believes there is no real ROI in AI, how Sam Altman and Dario Amodei have hidden the true cost of their products behind subscription pricing, and why enterprises like Uber are already pulling back. Ed also makes the case that the entire culture around AI is a psyop designed to silence skeptics and protect...

How San Francisco's tech culture went from countercultural idealism to right-wing power, and what it means for the rest of us.

Jonathan Weber, editor at large at The New Yorker and author of City on the Edge, joins Eric Newcomer to trace the 30-year arc of how San Francisco became the center of the tech universe, and how the industry that once promised to change the world ended up changing politics instead. From the early commercial internet to the rise of OpenAI and Anthropic, Weber connects the dots between Silicon Valley's cultural roots and...

WIRED's global editorial director on why Silicon Valley wants to control the press and what she's doing about it.

Katie Drummond, global editorial director of WIRED, sits down with Eric Newcomer to talk about the simmering war between tech and media. From surviving the Gawker bankruptcy to now running one of the most scrutinized publications in tech, Katie doesn't hold back on why figures like Peter Thiel and Trae Stevens want to buy or dismantle WIRED, why so much of Silicon Valley turned toward Trump, and what serious tech journalism looks like in 2026.

Listen to...

The man who helped bring down Gawker is back, and this time he’s coming for the media industry.

Eric sits down with Aron Ping D’Souza, the Oxford law student who first pitched Peter Thiel on the idea that would eventually bankrupt Gawker. Today, Aron is building the Enhanced Games, a PED-legal sporting competition, and Objection AI, a Peter Thiel-backed platform designed to investigate news articles line by line using former CIA and FBI agents.

They revisit the Gawker lawsuit and the Hulk Hogan case, then dive into the growing crisis of trust in medi...

Vinod Khosla on Why AI Could End Human Labor and Change Capitalism Forever

Vinod Khosla joins Newcomer to discuss AI, capitalism, freedom, education, religion, and why he believes technology will fundamentally reshape how humans live and work.

The legendary venture capitalist behind Sun Microsystems and early bets on OpenAI shares his thoughts on why AI could eliminate the need for traditional jobs, how capitalism may evolve in an AI-driven world, and why future generations may no longer need careers purely for survival.

He also discusses Silicon Valley’s biggest blind spots, the future of...

Silicon Valley has more power than ever, so why won't it speak up?

Katie Jacobs Stanton, former Twitter executive, Obama White House alum, and founder of Moxxie Ventures, joins Eric Newcomer to talk about what's really happening inside the Valley right now. They get into why tech leaders stayed silent when ICE showed up in Minnesota, what Sam Altman's Molotov comment really exposed, and why Katie thinks the current AI cycle is building on quicksand the same way the dot-com era did. Plus: her seat on Yahoo's board, what Kara Swisher's "take your space"...

Amanda Askell, AI safety researcher at Anthropic, joins Eric Newcomer to break down one of the biggest and most uncomfortable questions in tech right now: could AI systems like Claude become conscious, and if they do, what do we owe them?

They discuss why treating AI systems poorly might matter more than people think, how researchers are approaching questions of AI consciousness, and why some of the biggest fears about artificial intelligence are not the ones most people are talking about.

The conversation also explores the future of AI...

Kara Swisher has spent decades as the most feared journalist in Silicon Valley. She predicted the January 6th insurrection in 2019. She called out Zuckerberg on hate speech years before it became a mainstream conversation. She warned about techs drift toward right wing politics before anyone wanted to hear it. And she has been right about most of it.Eric sat down with Kara Swisher — CNN Contributor, Author, Podcast Host — to talk about Sam Altman and whether she was too close to him during the OpenAI board crisis, why she thinks Silicon Valley has become addicted to playing the victim, her...

Jim Lanzone has spent his entire career betting on companies the internet forgot about and making them matter again. CEO of Ask.com, Tinder, and now Yahoo. Eric sat down with him to find out how he pulled off the turnaround nobody thought was possible, what single decision handed Google the internet, and why Yahoo is building its own AI search product for the first time in over a decade.They get into the $44 billion Microsoft deal Yahoo walked away from, why AI chatbots are failing publishers and what needs to change, how Yahoo Scout is trying to do...

VCs surveyed across the industry ranked their most exciting enterprise tech companies and the #1 early stage pick was a name almost nobody had heard of. Eric sits down with Han Wang, CEO of Mintlify, the knowledge infrastructure platform that quietly powers the docs for Anthropic, Lovable, and thousands of other companies and found out their servers crashed overnight because of Open Claw before Han even knew what it was.

Then in the second half, Eric talks to Jesse Zhang, CEO of Decagon, ranked #4 on the late stage list in a category that includes some of the most...

Matt Mahan is the Mayor of San Jose and a candidate for Governor of California. He is one of the only prominent Democrats in the state willing to say out loud that California's failure to fix housing, homelessness, and energy costs has handed the MAGA movement its best ammunition. It isn't a partisan argument. It's a governance one.

In this conversation, Eric sits down with Matt to get into why California has spent $20 billion on high speed rail and delivered nothing, why the billionaire wealth tax will backfire, and how San Jose reduced homelessness by a third...

Shardul Shah, Partner at Index Ventures, was one of the first checks into Wiz — the Israeli cybersecurity company Google acquired for $32 billion. It wasn't luck. It was a decade-long relationship with the founders, a willingness to wire money on conviction alone, and a philosophy that treats risk calculus as a fool's errand.In this conversation, Eric sits down with Shardul to unpack how the Wiz deal actually came together, what Google really bought for $32 billion, and why mid-sized acquisitions almost always fail. They get into how Index thinks about doubling down across funds, why Shardul refuses to invest in a...

Barry McCardel spent years at Palantir before co-founding Hex, the AI data platform he describes as “Cursor for data.” In this conversation with Eric Newcomer, he breaks down Palantir’s business model, the truth about forward deployed engineers, how AI agents are changing data analytics and business intelligence, and why Hex is taking a different path in enterprise software.They also get into AI agents, the future of data work, the reinvention of business intelligence, whether white-collar jobs are really at risk, and the fight over Anthropic, defense tech, surveillance, and government power.

Rick Heitzmann of FirstMark joins the Newcomer Podcast to discuss the state of venture capital, the AI investment boom, and why the next wave of tech IPOs may be closer than many expect.

Rick shares how investors are thinking about AI infrastructure, the role of data as the core advantage in the AI race, and why massive private capital has allowed companies to stay private far longer than in previous cycles. As AI companies continue raising unprecedented amounts of money, the conversation turns to what happens when that capital eventually runs out and why public markets may...

How does New York’s tech industry navigate AI, city politics, and a new mayor in the Trump era?Julie Samuels, President and CEO of Tech:NYC, joins the Newcomer Podcast to discuss the growing intersection of technology and politics. Samuels has spent years at the center of New York’s tech ecosystem, working with founders and policymakers as the industry becomes a larger force in public policy.Eric and Julie talk about tensions between the tech industry and progressive politics, including the rise of Zohran Mamdani and how tech leaders are navigating a shifting political landscape. They also disc...

How does one of the most established venture capital firms in the world think about the so called “SaaS apocalypse”?

Jeremy Levine of Bessemer Venture Partners joins the Newcomer Podcast to discuss the SaaS repricing, the acceleration of AI, and why venture capital remains a long game.We unpack whether SaaS is broken or simply reset after years of excess, and why AI companies are scaling faster than anything we have seen before.

Jeremy shares his perspective on foundation model giants like Anthropic, the coming wave of robotics, and the unsolved manipulation problem that could defi...

Keith Rabois joins the Newcomer Podcast for a wide-ranging conversation that moves between tech, venture capital, and politics.On the tech side, we start with Brex being acquired by Capital One and what that means for Ramp. Rabois argues that banks won’t build the “finance organization of the 21st century,” and frames Ramp’s ambition as building the CFO’s “eyes, ears, and actions” across a company. We also discuss Rippling’s strategy, investor responsibilities around integrity and ethics, and how he thinks about “barrels and ammunition” when companies try to do many things at once.From there we get into AI inves...

Today on the Newcomer Podcast, we're joined by Yoni Rechtman, a partner at Slow Ventures and one of the most outspoken voices in venture capital right now. Rechtman doesn't hold back on Trump, the tech industry's political reckoning, or where the real opportunities in AI actually are.

We talk about why Slow Ventures deliberately avoided foundation models despite the massive returns, where the second-order effects of AI create better investment opportunities, and how the firm is using "growth by buyout" to build billion-dollar companies in unsexy industries like parking lots.

We also discuss Silicon Valley's...

Today on the Newcomer Podcast, we’re joined by Tony Fadell, one of the most influential figures in modern hardware design. Fadell helped bring some of the most important consumer electronics to life and has shaped how people interact with technology.We talk about where the next major tech device might come from, whether it’s a pin, a pen, headphones, or the device already in your pocket, and how Apple and other major tech companies are approaching the future of hardware.We also discuss the rumors surrounding Fadell as a potential contender for the next CEO of Apple, what...

Today on the Newcomer Podcast, we’re at MongoDB.Local for a series of conversations on how enterprise AI is actually being built.

MongoDB CEO CJ Desai joins the show 65 days into the role to explain why San Francisco is “back,” how MongoDB is repositioning itself for the AI era, and why unstructured data has made the company’s platform a natural foundation for AI-native applications. He shares his view on the AI hype cycle, the rapid rise of companies like OpenAI and Anthropic, and why MongoDB is staying model-agnostic as AI product cycles accelerate.

We also...

Today on the podcast, we’re joined by an old friend, New York Times correspondent Katie Benner.We look back on our days covering tech together at The Information and our old podcast Dead Cat, before diving into her new book, Miracle Children: Race, Education, and a True Story of False Promises.

The book examines a school reform experiment that claimed a 100 percent college acceptance rate, and what happened when the pressure to prove success overtook reality. Benner’s reporting traces how race, politics, and institutional incentives shaped decisions that ultimately left students paying the price.

We...

The AI boom is hitting real limits. In this episode, the Newcomer team breaks down why data centers are running out of power, what is really happening inside OpenAI after its latest shakeup, and why neocloud players like CoreWeave may be heading toward a financial crunch.

Eric Newcomer, Tom Dotan, and Maline Renberg explain the investor panic behind the scenes, the brutal GPU economics, and what these cracks mean for the future of AI infrastructure.

What do Sam Altman, Jensen Huang, Reid Hoffman, Marc Andreessen, and Elon Musk actually believe about the future of tech?

In this episode of the Newcomer Podcast, we break down the quotes that defined tech in 2025. From OpenAI and Anthropic to venture capital, regulation, and Silicon Valley power, these are the moments where powerful people said the quiet part out loud.

Rather than reacting to headlines, we look at the specific lines that revealed how AI companies think about compute and money, how venture capital is consolidating power, and...

How do you quietly raise $9 billion in a world obsessed with hype? In today’s episode, we break down the rise of Lightspeed Venture Partners: the ultra-successful, strangely under-the-radar mega-fund shaping the next decade of AI, enterprise, and consumer tech. Lightspeed has posted huge exits this year while sidestepping the froth of the AI bubble… so what are they doing differently?

But first, we dig into the new rift between Amazon and OpenAI, and how shifting alliances in Big Tech are reshaping the AI economy. Why is Amazon repositioning now? What does it signal for OpenAI, Anthropic, and...

The bidding war for Warner Bros. Discovery is over…for now. Netflix shocked Hollywood by announcing a deal to acquire the storied studio and its crown jewel, HBO Max, beating out a massive $108 billion hostile bid from Paramount.

But in this episode, we argue that the $87 billion mega-deal is nothing more than a desperate move by Hollywood to consolidate power. David Zaslav’s WBD was a "fiasco," and the merger of "prestige" content like Succession with Netflix's data-driven content has the industry freaking out. The real threat to Hollywood isn't a rival studio, but Silicon Valley. We expl...

In this episode, we break down the revelations around David Sacks, the venture capitalist now serving as the Trump administration’s de-facto AI czar, while simultaneously holding deep financial ties across the AI industry he’s helping shape.Following the New York Times’ recent reporting, we examine how Sacks positioned himself at the center of both AI policy and AI investing, and what happens when the person influencing federal AI strategy is also betting on the companies affected by those decisions.Is this a historic conflict of interest? A new model of tech-government entanglement? Or simply the inevitable outcome of Sil...

Investigative journalist Ellen Huet joins the show to discuss her stunning new book on OneTaste, the wellness startup that rose to Silicon Valley fame before spiraling into allegations of manipulation, coercion, and cult-like control. We unpack how a company selling “female empowerment” turned into one of tech’s most disturbing cautionary tales, and what its downfall reveals about power, charisma, and the blind spots of the startup world.This conversation goes deeper than the headlines and asks a larger question:How does a community built on self-improvement end up crossing the line into harm?If you follow the intersection of tec...