Today we’re highlighting two fireside chats from the Newcomer Banking Summit on March 14. First up is Mercury CEO Immad Akhund . He talked about how the Silicon Valley Bank crisis sent customers rushing to his digital banking service. He pitched a world where software — not human bankers — solve mo...

We’ve got two great sessions from the Newcomer Banking Summit for you: * First up, WestCap Group founder Laurence Tosi and Lux Capital co-founder Peter Hébert . They give an unvarnished account of the collapse of Silicon Valley Bank with the benefit of hindsight. “It was like the banking equivalent...

Today, we have a double episode for you — two conversations from the Cerebral Valley AI Summit . Reid Hoffman was fresh off a meeting with President Joe Biden when Hoffman and I sat down on stage at the Cerebral Valley AI Summit Nov. 15. On stage, he told us that working to get Biden elected next y...

We were delighted to kick off the 2nd Cerebral Valley AI Summit with Ali Ghodsi , CEO of Databricks, and Naveen Rao , co-founder of MosaicML. Their encounter at our debut event in March led to Ghodsi buying Rao’s company, which had little revenue, for $1.3 billion. At our event on Nov. 15, the two ...

If you could amass any five artificial intelligence startup bets right now, which companies would you pick? My Cerebral Valley co-hosts and I took a stab at answering that question with an artificial intelligence startup draft. Our startup draft starts at 27:35 after a discussion of some of the big...

For this week’s episode, I spoke with Chris Miller, the author of Chip War , about the rise of Nvidia. While OpenAI gets the lion’s share of the public adulation for the sudden excitement about generative intelligence, Nvidia’s H100 chips are powering much of the generative AI frenzy. Nvidia’s stoc...

I’m back from my honeymoon in Japan. Thanks for sticking with the newsletter as I celebrated my wedding this year. Expect more of my newsletter writing soon. If you have tips or story ideas for me, you can always reach out at eric@newcomer.co . I hope you’ve been enjoying the Cerebral Valley podcas...

Video games often represent the frontier of any new technology. Many of the most popular applications in the initial iPhone app store were games. Today’s virtual reality devices are dominated by video games. Artificial intelligence seems poised to upend the video game business and entertainment mor...

What’s so crazy about this moment in artificial intelligence is that many of the most credible voices in AI think there’s a real chance that this all turns out really, really badly. Anthropic CEO Dario Amodei recently pegged his “chance that something goes really quite catastrophically wrong on the...