Stacked discussion group leader lineup for our Cerebral Valley AI Summit cerebralvalley.com/
Eric Newcomer retweeted
Churchill could have shortened WW2 by years if he had just “done a deal” with Hitler. George Washington could have done a deal to end the American Revolution. Zelenskyy is in good company.
We saw EVERYTHING and think @aGuyOnMyPhone has the most insightful take...the movie is designed to make you believe Holmes!
read bad blood before watching You Can See Everything @mlchild
On the latest Cerebral Valley Show, @mlchild and I talk You Can See Everything youtu.be/--mWMg_kv64?is=poFi…
Eric Newcomer retweeted
I think she correctly diagnoses that Billy is manipulating Holmes while still correctly diagnosing that Holmes is a piece of shit. Idk why everyone is being so weird about Seyfried.
what happens when someone is unhappy with how an agent spent their money and decides to sue? @immad
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast newcomer.co/p/mercury-crosse…
Eric Newcomer retweeted
At no point in the movie does Elizabeth Holmes reckon with how anyone other than her was harmed by the downfall of Theranos.
Amanda Seyfried earnestly reckons with the consequences of her actions even when she is (correctly) pretty sure she didn’t do anything wrong.
Eric Newcomer retweeted
New in @NewcomerMedia today: CoreWeave & the risks around the data center buildout, plus fresh details on the feud between Valar Atomics and Day One Ventures newcomer.co/p/investors-turn…
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade newcomer.co/p/investors-turn…
Eric Newcomer retweeted
Lots of scoops, analysis and economic/immigration context in my @NewcomerMedia
story, but this chart is a story in itself.
Indians, including me, keep hoping for the tech/development gap to narrow, funding gap is widening.
Narrative Violation!
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley @followthemani newcomer.co/p/indian-vc-firm…
Eric Newcomer retweeted
Amazing piece again by @followthemani on the latest trend of Indian VCs setting up shop in SF.
Large funds need to be deployed and chase alpha, so SF made natural sense for some of the smartest investors
Narrative Violation!
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley @followthemani newcomer.co/p/indian-vc-firm…
Eric Newcomer retweeted
Indian VCs are investing heavily in Silicon Valley, great reporting from @followthemani
newcomer.co/p/indian-vc-firm…
Narrative Violation!
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley @followthemani newcomer.co/p/indian-vc-firm…
Eric Newcomer retweeted
BREAKING: Volodymyr Zelenskyy tells @piersmorgan he has been betrayed by Trump, that Elon Musk and the US deliberately cut off Starlink and people are being killed as a result
“This is not the right side of history,” he says. “It is a pity that we are losing a strong partner”
On Musk and Starlink he says: “This decision will bring a lot of human losses. Of course, people will die”
“I am sure they knew what they
did, absolutely. Because it was 1am at night, Starlink was blocked by SpaceX and the United States”
“It’s not just about attack. It’s also about defending life. So people were killed because, not enough destroying, not enough
interceptors, including interceptors with Starlink, which didn't work. Of
course.”
Asked if he’s angry with Musk, Zelenskyy says: “Yes, I think he is not right. It's a big mistake.”
From last night’s edition of Breaker: The New York Times have poached The Information’s A.I. and Business Reporter Cory Weinberg to cover Anthropic —
breakermedia.com/p/inside-ab…
Here's @Kantrowitz on the market's reaction to the confusing reporting of OpenAI's financials














