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18 Quotes that Defined 2025: Andrej Karpathy, Sam Altman & Pope Leo XIV on AI
'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
Dec 23, 2025
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Madeline Renbarger
and
Eric Newcomer
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The 2026 IPO Boom Is Already Off to a Bad Start
Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
Dec 22, 2025
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Tom Dotan
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Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags
Plus, fear overtakes greed in the public markets as AI stocks stumble
Dec 19, 2025
•
Madeline Renbarger
and
Jonathan Weber
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Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm
Details on unreported deals, key partners & more
Dec 18, 2025
•
Madeline Renbarger
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Tech M&A Had a Decent Year. The Big One is Yet to Come.
Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
Dec 12, 2025
•
Madeline Renbarger
and
Jonathan Weber
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'The Dictator': Chamath Palihapitiya's Broken Professional Relationships
May 15, 2024
•
Eric Newcomer
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Sequoia, Founders Fund, USV, Elad Gil & Benchmark Top Venture Manager Survey
Jan 25, 2024
•
Eric Newcomer
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REVEALED: Lightspeed Venture Partners' Returns & Strategy from Confidential Fundraising Slides
Feb 13, 2025
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Eric Newcomer
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The Scam in the Arena
Aug 23, 2023
•
Eric Newcomer
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The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
Dec 9, 2025
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Tom Dotan
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OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race
Plus, Silicon Valley circles up for David Sacks. But why?
Dec 5, 2025
•
Madeline Renbarger
,
Eric Newcomer
, and
Jonathan Weber
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Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly
We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
Dec 2, 2025
•
Eric Newcomer
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Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets
Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
Dec 1, 2025
•
Madeline Renbarger
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Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!
Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
Nov 26, 2025
•
Tom Dotan
and
Jonathan Weber
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Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk
Plus, big shifts in key AI alliances show Google coming on strong
Nov 21, 2025
•
Madeline Renbarger
,
Tom Dotan
, and
Jonathan Weber
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12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More
Listen to our on-stage panels from the Cerebral Valley AI Summit
Nov 17, 2025
•
Madeline Renbarger
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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger and Tom Dotan.
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