Join Eric Newcomer, Tom Dotan, and Madeline Renbarger to get the inside story on the biggest news in Tech, Silicon Valley, and Venture Capital.
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Eric Newcomer Podcasts
Hosted by Scott Kitun, Money Issues dives into the strategies and stories behind modern capital formation and how today’s operators fund growth, stay liquid, and keep control.
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2026 Predictions: AI Grammy Winner, OpenAI Buying Pinterest, and MORE
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42:00The 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 behin…
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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 th…
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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…
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IF NETFLIX WINS WITH WARNER BROS... They’ll STILL Lose to YouTube
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24:45
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24:45The 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 conso…
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OF COURSE, Trump’s AI Czar David Sacks Has ALSO Invested In AI
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23:39
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23:39In 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…
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Inside the Sex Cult That Fooled Silicon Valley
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34:54
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34:54Investigative 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, an…
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Reid Hoffman on Epstein, Elon Musk, and why AI is NOT a Bubble
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1:03:21
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1:03:21Reid Hoffman Breaks Silence on Epstein Emails & AI PowerToday on the Newcomer Podcast, Reid Hoffman joins me for a wide-ranging conversation on AI power, regulation, politics, and the future of the tech economy. We get into everything — AGI timelines, Sam Altman’s real competition, AI policy, and why Reid says we’re not in a bubble. We also cover h…
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Which $Billion AI Startup Would You Short?
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49:19
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49:19MongoDB.local San Francisco is happening on January 15th. Learn more and register here → http://mdb.link/sf-dot-local At the Cerebral Valley AI Summit, we surveyed more than 300 founders and investors with one question:“Which billion-dollar AI startup would you short?” The answers were… blunt.In this episode, Eric, Max Child and James Wilsterman br…
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Inside Anthropic’s Plan to Fix AI’s BIGGEST Problem
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45:39
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45:39Buckle up—today's episode takes you inside the war on AI slop and Anthropic's bold plan to fix artificial intelligence's biggest problems. We kick things off at the Cerebral Valley AI Summit, where Anthropic CPO Mike Krieger shares why AI needs to be truth-seeking and what their team is doing to fight misinformation and "brainrot." From explosive f…
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Everyone has predictions about AI, but what happens when AI predicts itself? In this episode of The Newcomer Podcast, Eric is joined by Cerebral Valley co-hosts Max Child and James Wilsterman to let AI map out its own 5-year plan. From AGI timelines to AI in healthcare, movies, and beyond.Can AI really forecast its own future, or are we all buying …
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Inside the AI Gold Rush (One Year Later)
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1:10:14Click here to learn more about MongoDB for Startups - https://www.mongodb.com/lp/solutions/startups/partners?utm_campaign=startup_partner&utm_source=newcomer&utm_medium=referral This is the leadup to our newest installment of the Cerebral Valley AI conference we're hosting on November 12th. In this episode of the podcast, we're joined by the co-hos…
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Is the AI boom already peaking? In this episode of The Newcomer Podcast, Eric, Madeline and Tom take a hard look at the hype cycle driving Silicon Valley’s latest gold rush — from Andreessen Horowitz’s record-breaking $25 billion year to Amazon’s push to automate its entire workforce.We explore whether AI’s trillion-dollar promise is real innovatio…
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AI stocks are booming — but are we nearing a breaking point?This week on Newcomer, we unpack how OpenAI, Anthropic, Nvidia, and AMD are fueling what might be the biggest tech money machine since the dot-com bubble. From trillion-dollar valuations to volatile deals and hype cycles, we explore whether this “AI economy” is sustainable — or if it’s sta…
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The Coming AI Crash No One Wants to Admit | Alex Heath x Newcomer Podcast
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51:46This week on the Newcomer Podcast, Madeline and Tom are joined by Alex Heath to dig into some of the biggest questions in tech right now. We ask: Is the AI bubble about to burst? OpenAI is propping up huge partners like Microsoft, Oracle, and Broadcom — but what happens if their momentum slows? Meanwhile, Meta just launched Vibes, a quirky new prod…
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Andreessen Horowitz’s Media Empire, Trump vs. Kimmel, Klarna’s $15B IPO Lessons
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43:41
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43:41This week on the Newcomer Podcast, we dive into three stories that reveal how tech, politics, and media are colliding in unexpected ways. First, we look at Andreessen Horowitz’s expanding media ambitions, exploring why A16z wants to shape the narrative around everything from defense tech to TikTok. Then, we turn to Trump’s feud with Jimmy Kimmel, w…
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AI, Longevity, and the Health Revolution with Nayeema Raza
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36:27Check out Nayeema Raza's podcast Smart Girl Dumb Questions: https://linktr.ee/smartgirldumbquestions We’re at a turning point in public health. From billionaires chasing immortality to the growing influence of AI in medicine, the future of healthcare is being rewritten in real time. In this week’s episode of the Newcomer Podcast, journalist and fil…
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From Deus Ex Medicina: Vinod Khosla, Bob Kocher & Annie Lamont
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43:29On this episode of the Newcomer podcast, host Eric Newcomer is joined by co-host Nayeema Raza for conversations with some of the most influential voices in healthcare and venture capital. Bob Kocher, Partner at Venrock, and Annie Lamont, Founder and Managing Partner of Oak HC/FT, share their perspectives on business models in healthcare, the rise o…
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Journalist Nayeema Raza—host of Smart Girl Dumb Questions—joins Eric Newcomer to preview Deus Ex Medicina, their AI–health–longevity summit happening Tuesday, Sept 9 (San Francisco). They discuss the big themes going into the conference: how longevity went mainstream, why precision medicine and novel bio are finally feeling real, and who wins the r…
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Will Hurd on Silicon Valley's Defense-Tech Gold Rush
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55:17Former CIA officer and three-term Congressman Will Hurd joins Eric Newcomer, Tom Dotan, and Madeline Renbarger to break down Washington's defense tech boom and tackle the burning question: Is this all just hype? Hurd explains how Ukraine has changed the face of warfare and opened the door for new companies to break into the fold. However, it's one …
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The Casino enters the arena + Guillermo Rauch of Vercel on AI factory builders
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50:59
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50:59Is the AI bubble popping—or just catching its breath? Eric Newcomer and Tom Dotan spar over Nvidia jitters, Sam Altman’s “bubble” dinner, the MIT “95% fail” headline, app-vs-model margins (Cursor, Claude Code), and Chamath’s SPAC-as-casino shtick. Then Eric sits down with Vercel founder/CEO Guillermo Rauch for a fast, idea-dense jam: assistants → a…
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For this episode, we brought on Ed Zitron to make the bear case against large language models and walk us through his “Hater’s Guide To The AI Bubble.” In this fiery debate with Eric Newcomer, Tom Dotan, and Madeline Renbarger, we dig into whether generative AI is the next platform shift or a $500B mirage. From the viral TaskRabbit CAPTCHA myth to …
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GPT-5 has landed! Is it the leap forward OpenAI promised or just an incremental upgrade? Eric Newcomer and Tom Dotan discuss this, how AI capex might be propping up the entire economy, and what Apple’s golden gifts to Trump say about Big Tech’s political bets.
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Index Ventures' Danny Rimer Talks Figma's IPO and VC Bets
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46:55
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46:55This week on the Newcomer Podcast, we're joined by a very special guest: Danny Rimer, seasoned investor and longtime partner at Index Ventures, for a timely conversation around Figma’s highly anticipated IPO. Danny takes us behind the scenes of Index’s early bet on Figma and its visionary CEO Dylan Field, sharing how the deal came together and what…
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Tech leaders unveiled the American AI Action Plan on Wednesday and President Trump signed 3 executive orders with big handouts to AI companies. Madeline returns fresh off of a trip to Washington DC and gives Tom and Eric the lowdown on tech's victory lap at the nation's capital. Plus, even the altruists at Anthropic feel the need to raise Middle Ea…
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The Moments That Matter from Cerebral Valley London
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50:13Fresh back from London! In this episode, Eric Newcomer reunites with co-hosts James Wilsterman and Max Child of Volley to dive into the best moments from the Cerebral Valley AI Summit. From buzzy startup founders to incumbent innovators, the London event showcased a rapidly evolving AI landscape. But what stood out most? Eric, James, and Max break …
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The Newcomer Podcast returns just in time to have Eric, Tom, and Madeline weigh in on Meta's audacious AI hiring spree. The tech giant has enticed researchers from OpenAI, Google DeepMind, and Anthropic with huge paydays in the hopes it can bring its Llama models up to par with the competition. Next up, Ramp's report that companies have stopped pur…
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Robinhood Drops a Nuke, Republic Reinvents The Forward Contract, and Rocket Dollar Founder Henry Yoshida On Self-Directed Private Investing
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47:32
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47:32In this episode of The Scott Show, Scott sits down with Henry Yoshida, founder of Rocket Dollar and now head of Retired.com, to talk about the massive wave of innovation coming to the $18 trillion retirement market.From launching Rocket Dollar to help everyday investors use their IRAs to invest in real estate, startups, and crypto — to now running …
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Inside Cerebral Valley: Autonomous Vehicles & AI Investment
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47:38Today on the pod, we're bringing you two of the liveliest panels from the 2025 Cerebral Valley AI Summit, held this week in London. Both panels — “The Autonomous Vehicle Rollout” and “Investing in 2030” — explore one of the major themes from the event: where AI is poised to show up next in our everyday lives, beyond the chatbot. Think voice, device…
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The Business of Buying Businesses with Acquire.com CEO Andrew Gazdecki
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34:18In this episode of The Scott Show, Scott sits down with Acquire.com founder and CEO Andrew Gazdecki to explore the fast-growing world of micro acquisitions. From his early Twitter rise to landing the premium domain Acquire.com, Andrew shares how he built a breakout marketplace where anyone—from side hustlers to solopreneurs—can buy or sell profitab…
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Inside the Cerebral Valley AI Summit: What to Expect Next Week
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53:11We’re officially one week out from the Cerebral Valley AI Summit! On today’s episode, co-hosts James Wilsterman and Max Child of Volley join host Eric Newcomer to preview what’s ahead — from standout speakers to can’t-miss panels and the big ideas that will shape the conversations next week. To kick things off, Eric poses a timely question: What th…
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In this second installment of the Cerebral Valley podcast series, co-hosts James Wilsterman and Max Child of Volley join Eric Newcomer for a thought-provoking conversation about the future of AI-generated voice and video — and what it means for our sense of reality. From TikTok trends to the future of Hollywood and podcasting, the trio explores whe…
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Retail Private Markets Mini Series Plug and US Open Week with Venmo Joe Koziol
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44:33
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44:33Scott’s back with golf betting consigliere Joe Koziol to preview the 2025 US Open at Oakmont, the hardest test in golf—and the most honest major to bet. The guys break down who can survive the brick-wall greens, brutal rough, and USGA sadism, then roll through their top plays, longshots, and the unofficial return of their flagship segment: Guy Stuf…
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Cerebral Valley: AI Agents Are Already Here
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47:21
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47:21The Cerebral Valley AI Summit is right around the corner! To help you navigate the fast-evolving AI landscape ahead of the event, Newcomer Podcast is launching a special four-part series — co-hosted by James Wilsterman and Max Child of Volley. Get insider insights, expert analysis, and fresh perspectives on the trends shaping the future of artifici…
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We're welcoming Bloomberg's Kate Clark to the show this week and diving into her reporting on the rough fundraising environment for any VC that isn't an a16z or GC-style megafund. The only emerging funds that can raise, it seems, are ones that are started by investors who leave these brands. If it weren't for the AI funding bonanza, the situation w…
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In this special episode, we feature two interviews recorded live during Newcomer’s Breaking the Bank Summit, a financial technology summit held this week in San Francisco. We’re including two of the most dynamic discussions here, beginning with Gabriel Stengel of Rogo and Jeff Seibert of Digits, followed by an interview with Josh Reeves, CEO of Gus…
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Eric relays his dispatch from Dimension Capital’s biotech summit in Park City, where the crowd was much more academic than the conferences we usually attend. Biotech stocks aren’t doing great, meanwhile university funding cuts could spell trouble for drug research. Still, people were rosy about AI tools. We also took a temperature check on the stat…
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PGA Championship Storylines, Value Picks and Errant Takes with 'Big Kit & Venmo Joe'
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44:54
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44:54Scott's back with his golf wagering pal Joe Koziol to break down this week's PGA Championship and whether or not Quail Hollow is just "Rory McIlroy Country Club". The two discuss a few emerging storylines such as; will Jordan Spieth sneak into the elite Grand Slam club? Who has the tastiest odds coming into the weekend, and whether or not the PGA m…
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Marc Benioff on AI Eating SaaS, San Francisco’s New Mayor & CEO Trump Pandering
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56:48
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56:48How does the AI gold rush look from the helm of a $40-billion software giant? Salesforce co-founder, chair, and CEO Marc Benioff joins Eric Newcomer and Tom Dotan for a tour of the next tech boom cycle. The conversation opens with Benioff’s sweeping vision of “Agent Force 2.0,” where large language models paired with reasoning engines mint whole ne…
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Why Jeff Bezos, Coatue Launched a New Billion Dollar Private Fund For Individual Investors
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42:27
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42:27This week, something seismic happened in private markets. Jeff Bezos, Michael Dell, and Coatue’s Philippe Laffont announced a $1B tech fund that’s now accessible to individual investors — with minimums starting at just $50K.Let that sink in.The floodgates are opening. What used to require millions and insider access is now coming to retail. First H…
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RIP Venture Factory and The State of VC 2025 with Sam Lessin
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38:09Scott sits down with venture capitalist, essayist, and Slow Ventures GP Sam Lessin for a candid, high-signal conversation about the state of venture capital—and why the old playbook is officially dead. Sam unpacks the ideas behind his viral VC25 manifesto, including why the startup conveyor belt model is broken, how today’s founders are flying blin…
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Josh Wolfe on America’s Next War and Why It Isn’t Taiwan
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49:55This week, we kick off by discussing Ben Smith’s bombshell post ”The group chats that changed America,” that exposed the private chats that nudged Silicon Valley’s money crowd into Trump’s orbit. Then we hop to DC’s Hill-and-Valley Forum, where the mantra was industrial renaissance or bust. The race with China, AI’s essential energy demands, and th…
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We’re back to opining on the state of tech media! A16z has aqui-hired Erik Torenberg and his newsletter Turpentine, while the Technology Brothers with ties to Founders Fund have created a podcasting empire. Eric and Tom reminisce about the original wave of “going direct,” why it failed, and what’s different this time around. Later on, Madeline shar…
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Surviving The Grift Economy with Pop Culture Journo John McDermott
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48:56Scott sits down with longtime friend, journalist, and cultural critic John McDermott for a no-holds-barred conversation on the rise of the grift economy. John and Scott re-trace the evolution of modern hustle culture to unpack the cult of tech founders, the blurred lines between personal branding and deception, and why irrational self-confidence is…
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