Dave, Shane, Dan, and Gary get together to chat ahead of Game 1 of the opening round Stanley Cup Playoffs for the Golden Knights against the Dallas Stars. The guys discuss Vegas' road to the playoffs this season and compare this year's group to last year's championship team. They also detail how the Stars stack up with the Golden Knights and discus…

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 most of customers’ problems. Akhund told me, “My exper…

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 of the U.S. withdrawal from Afghanistan,” Hébert sa…

Bruce Cassidy joins Dave, Shane, Dan, and Gary in Studio 31. Bruce assesses the team's recent play and outlines what the Golden Knights must do to get back into their playoff form from last spring. Bruce then touches on a variety of topics including the Super Bowl, his favorite author, his paper route as a kid, and even the one time he did play-by-…

Mark Stone joins Dave, Shane, Dan, and Gary in Studio 31. Mark details the Golden Knights' approach to playing without key players who remain out due to injury, and describes his own struggles during recovery last season. Just after Brendan Brisson's NHL debut, Mark evaluates the young forward and looks back to his own first NHL game at Madison Squ…

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 year is one of his top priorities. Then, I sat down w…

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 discussed how the deal came together quickly after me…

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 biggest themes going into this week’s Cerebral Valley …

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 stock has climbed over 200% over the past 12 months. And…

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 podcast series while I’ve been gone. If you missed the fir…

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 more broadly. On the third episode of our six-part Cer…

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 scale of human civilization” between 10% and 25%. …

In the past 12 months, it has felt like “AI” transformed from a pair of letters that companies affixed to their latest product announcements to get some extra marketing luster to the shorthand for a genuine technology revolution. ChatGPT, Dall-E, Midjourney, and more showed the world what artificial intelligence is now capable of doing. Then, the f…

Before the Vegas Golden Knights officially embark on their title defense for the 2023-2024 season, we wanted to take one last look back at the championship run the team made in the spring. Listen in for a recap of the best moments from the 59 episodes of VGK Today, hearing from impactful people both on and off the ice who contributed to the Stanley…

I brought two top Silicon Valley entrepreneurs working on extending lifespans on the Newcomer podcast this week. One of them is trying to help people live longer. The other, their dogs. James Peyer, the CEO of Cambrian Bio, is acquiring majority stakes in drugs that could combat a particular illness while showing promise for broader use among healt…

Chris Lehane was once the consummate Democratic spin man and campaign wonk. He introduced the world to the vast right-wing conspiracy against the Clintons. In 2015, Lehane dove into the high-growth startup world. He joined Airbnb to run policy and communications. He taught the home sharing company how to fight nicely with cities, dishing out data a…

I spend most of my time here talking about how people earn their money. Rey Flemings, the chief executive of the YC-backed startup Myria, is an expert at helping people spend it. For several years, Flemings ran a luxury services consultancy for family offices. In other words, he threw parties in Las Vegas, introduced billionaires to celebrities, re…

Jane Poynter spent two years and 20 minutes in a biosphere back in the early 1990s. (There’s a documentary about it.) Later, Poynter set her sights on a mission to Mars. Wired wrote in 2014, “Meet the Couple Who Could Be the First Humans to Travel to Mars.” The story was about Poynter and her husband, Taber MacCallum. These days, the duo is working…

Last time I remember writing about Varda co-founder and Founders Fund partner Delian Asparouhov, I was giving him a hard time about his subdued impromptu Clubhouse run-in with then San Francisco District Attorney Chesa Boudin who he’d been flaming on Twitter. But since then, Asparouhov has mellowed out online. When I texted him after our podcast re…

Claire Hughes Johnson writes in her book, Scaling People, about a moment early on in her time at Stripe when an Irish journalist shouted to her, “You’re the lady! You’re the lady with the lads!” Hughes Johnson, who joined Stripe in 2014 as the payments startup’s chief operating officer, works closely with two of the most iconic Silicon Valley entre…

Lightspeed Venture Partners can sometimes live in the shadow of its noisier rivals. Andreessen Horowitz has a massive war chest, sprawling payroll, and insatiable appetite for attention. Meanwhile, Sequoia Capital is, well, Sequoia. But Lightspeed has established itself as one of the top multi-stage technology investors of this era. In July 2022, L…

Union Square Ventures has some of the best performing funds in the venture capital industry. As I’ve reported, USV-backer UTIMCO disclosed in a recent filing that USV had delivered the public investment fund an internal rate of return of 59%. And that number will likely go up over time. (For instance, USV portfolio company Casetext sold to Thomson …

Elon Musk is the liberal elite’s enemy of the moment. How quickly the bad blood for Mark Zuckerberg is forgotten. When Zuckerberg’s Meta released Twitter rival Threads, reporters and left-leaning types (myself included) flocked to the new app as a potential refuge from Musk’s Twitter. The enemy of my enemy is my friend seemed to be the logic of the…

Former BuzzFeed reporter Katie Notopoulos spent the first few days posting on Meta’s Twitter copycat, Threads, as if she were the editor-in-chief of the new app. “As EIC, it’s a lot of work! I’m personally curating the feed for users based on all of Meta’s information on them to bring each person a hand-curated feed that I’ve approved,” Notopoulos …

Maëlle Gavet and I first crossed paths about a decade ago when she was the CEO of the Russian e-commerce company Ozon. Then, we met up again when she was working as the chief operating officer for the SoftBank-backed real estate tech company Compass. A couple of months ago, I ran into Gavet at a networking dinner in New York City. I interrogated he…

The Vegas Golden Knights defeated the Florida Panthers 9-3 in Game 5 of the Stanley Cup Final to capture the franchise's first Stanley Cup. Listen in for highlights from the game and postgame reactions from the ice right after the win, as the Golden Knights have finally captured hockey's ultimate prize.…

The metaverse had been left for dead. The massive hype for virtual worlds that we saw during the pandemic dissipated once we could all see our fellow humans in person again. But last week Apple finally revealed its augmented reality device, the Apple Vision Pro. The tech giant that rarely misses the mark with its carefully thought through product r…

The Golden Knights and Panthers battle in Game 5 of the Stanley Cup Final tonight with the VGK looking for one more win to capture the Cup. Before Game 5, Gary Lawless spoke with goaltender Jonathan Quick. They touch on his role on the team, the group overall, and the play of Adin Hill.By The NHL's Vegas Golden Knights

As the VGK continue their preparation for Game 5, we shift our focus to a crew that's been with them all postseason. Today, Ashali Vise sits down with Eric Paulen, producer for the ESPN+ series "Quest for the Stanley Cup." He gives us insight on how they capture the most intense moments of the playoffs, and shares stories of his time with the VGK a…

The Vegas Golden Knights defeated the Florida Panthers 3-2 in Game 4 of the Stanley Cup Final last night. Vegas now sits just one win away from capturing the Stanley Cup with Game 5 set for Tuesday at 5 p.m. from T-Mobile Arena. Today, Daren Millard joins us to break down Game 4 and how the VGK got things done last night.…

The Vegas Golden Knights and Florida Panthers are back at it for Game 4 of the Stanley Cup Final tonight from Florida. While Vegas looks to get within one win of the Stanley Cup, Florida seeks to even the series heading into Game 5. To preview the pivotal game, the SLGND guys (Dave Goucher, Shane Hnidy, Dan D'Uva, and Gary Lawless) join today's sho…

The Vegas Golden Knights fell in overtime of Game 3 of the Stanley Cup Final, losing 3-2 to the Florida Panthers. Vegas allowed a late goal in regulation and the overtime winner as they failed to secure a 3-0 series lead. Today, listen in as Daren Millard and Dave Goucher recap the loss, along with reactions from Bruce Cassidy and the players.…

The Vegas Golden Knights and Florida Panthers battle in Game 3 of the Stanley Cup Final tonight at 5:00 p.m. While Vegas looks for a commanding 3-0 series lead, Florida eyes a chance to grab some momentum and get back in the series. Today, Dave Goucher and Shane Hnidy preview Game 3 and the mentality the Golden Knights need for the game.…

The Golden Knights are in South Florida as they prepare for Game 3 of the Stanley Cup Final against the Panthers. As we await the team to get back on the ice, we welcome Gary Lawless onto today's show. Listen in to Gary's conversation with TSN's NHL insider Darren Dreger on the Golden Knights, the Stanley Cup Final, and the latest news around the N…

I couldn’t help but spend the first few minutes of my conversation with Pejman Nozad fishing for the story of how a rug salesman built one of Silicon Valley’s top institutional pre-seed and seed funds. Nozad has such a fascinating and inspirational story; it reflects what is possible when Silicon Valley is at its best. Nozad told me how Sequoia’s D…

The Vegas Golden Knights handily defeated the Florida Panthers in Game 2 of the Stanley Cup Final, cruising to a 7-2 win on home ice. The Golden Knights now lead the series 2-0 and will look for similar success on the road with the next two games in Florida. Daren Millard joins the show today to recap Game 2 and the complete effort from the VGK.…

The Vegas Golden Knights and Florida Panthers are back on the ice tonight for Game 2 of the Stanley Cup Final at 5 p.m. from T-Mobile Arena. As we lead up to the game, listen to Dave Goucher's chat with Shea Theodore, who scored his first goal of the playoffs in Game 1. Then catch Daren Millard's conversation with PGA golfer and VGK fan Harry Hall,…

The Vegas Golden Knights defeated the Florida Panthers 5-2 in Game 1 of the Stanley Cup Final last night. A complete effort for Vegas helped them find success offensively against Sergei Bobrovsky, while also limiting the impact of the Panther's top players. Today, Daren Millard joins the show to recap the win for Vegas in the series opener.…

The Vegas Golden Knights and Florida Panthers battle in Game 1 of the Stanley Cup Final tonight, as both franchises seek their first Stanley Cup. First, Brian McCormack joins the show today as he chats with NHL analyst Billy Jaffe ahead of Game 1. Then, hear from some of the Golden Knights and what they had to say during yesterday's media day.…

Before the Golden Knights play in the 2023 Stanley Cup Final, we rewind the clock to the 2018 Stanley Cup Playoffs and the magical run in the VGK's first year of existence. Dave Goucher, Shane Hnidy, and Gary Lawless recall their memories from Vegas' first playoff run that shocked the NHL.By The NHL's Vegas Golden Knights

Shane, Gary, Dave and Dan gather in Studio 31 to set the stage for the 2023 Stanley Cup Final between the Vegas Golden Knights and Florida Panthers. They review each team's journey through the postseason to date, Conn Smythe favorites, how this Vegas run compares to previous years, and what to watch for in the Vegas-Florida best-of-seven series.…

For this week’s Newcomer podcast, I talked with Contrary general partner Kyle Harrison. We spent the first part of the episode talking about his piece VC Contagion: Is Venture Capital Killing Itself? I just published the essay exclusively in Newcomer. Then, on the podcast Harrison talked about Contrary and its research strategy. The firm has publis…

The Vegas Golden Knights begin their preparation in the next couple days for the Stanley Cup Final against the Florida Panthers. Before the craziness of the Final begins, Ashali Vise caught up with Mark Stone to recap Game 6 and reflect on this playoff run.By The NHL's Vegas Golden Knights

The Vegas Golden Knights defeated the Dallas Stars 6-0 in Game 6 to win the Western Conference Final and advance to the Stanley Cup Final. The Florida Panthers await Vegas with Game 1 set for Saturday, June 3 at 5 p.m. To recap the masterful win by the VGK Dave Goucher and Gary Lawless join today's episode.…

The Vegas Golden Knights take on the Dallas Stars tonight in Game 6 of the Western Conference Final. The opportunity still awaits Vegas to advance as they cling on to a 3-2 series lead. Ahead of the game, Dave Goucher joins the show and sits down with Golden Knights GM Kelly McCrimmon to talk about this year's playoff run.…

The Vegas Golden Knights fell to the Dallas Stars in Game 5 of the Western Conference Final. The VGK have now dropped consecutive games for the first time this postseason, and will head back to Dallas for Game 6 tomorrow night. Daren Millard and Shane Hnidy join today's show to discuss where things went wrong for Vegas and look at the keys for Game…

The Vegas Golden Knights are back home tonight at T-Mobile Arena for Game 5 of the Western Conference Final against the Dallas Stars. The VGK will look to shake off the overtime loss of Game 4 and win the West on home ice for the first time in franchise history. With a potentially historic night ahead, Daren Millard joins the show to set the scene …

The Vegas Golden Knights fell to the Dallas Stars 3-2 in overtime of Game 4 last night. Vegas saw two one-goal leads erased by Dallas' Jason Robertson before Joe Pavelski scored the OT winner. Now the teams prepare for Game 5 tomorrow back at T-Mobile Arena in Las Vegas. Today we have Dan D'Uva and Gary Lawless on the show with their postgame react…

The Vegas Golden Knights and Dallas Stars battle tonight in Game 4 of the Western Conference Final. With the VGK up 3-0 in the series, they have their first chance to eliminate the Stars and secure the franchise's second trip to the Stanley Cup Final. With so much intensity surrounding each game, Ashali Vise sat down with Jack Eichel for a look at …

The Vegas Golden Knights defeated the Dallas Stars 4-0 in Game 3 of the Western Conference Final last night, putting them one win away from reaching the Stanley Cup Final for the second time in franchise history. Joining the show today we have Daren Millard and Gary Lawless, who break things down from Dallas.…