The Newcomer Podcast
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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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...
2026 Predictions: AI Grammy Winner, OpenAI Buying Pinterest, and MORE
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, a...
The Tech Quotes That Defined 2025
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, t...
The Secret to Raising $9B
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 ...