Newcomer Pod
A podcast about Silicon Valley, hosted by newsletter writer and independent journalist Eric Newcomer. Listen in for interviews with the dealmakers and builders who matter. Subscribe to newcomer.co for summaries of the episodes plus tech industry news, scoops, and analysis.
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Rick Heitzmann: The AI Boom Is Forcing a New IPO Wave
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 ...
Can Tech Work With Zohran Mamdani? | Julie Samuels
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, ...
Jeremy Levine on AI Hype, Market Cycles & Playing the Long Game
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 whet...
Keith Rabois and Eric Newcomer's Heated Conversation on Tech, Trump, and Tariffs
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 c...
Yoni Rechtman Unfiltered on Trump, AI Roll-Ups & Why VCs Backed the Wrong Side
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...
Tony Fadell Unfiltered on Apple, OpenAI & the Next Big Device
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 mig...
What the AI Boom Means for Databases and Enterprise Software
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...
Katie Benner on Meritocracy, Race, and American Education Reform
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 . Th...