Archive - Newcomer

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

What it all means for lawyers & law firms is still up in the air

10 hrs ago • Tom Dotan

March 2026

Mintlify, Serval, ElevenLabs & Anthropic Top Enterprise Tech 30 VC Survey

Wing surveyed top VCs about promising enterprise startups

Mar 31 • Eric Newcomer

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

We talk about it & more on the Cerebral Valley Show

Mar 30 • Eric Newcomer

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

Plus, Kleiner’s big fundraise & a reckoning for social media

Mar 27 • Madeline Renbarger and Tom Dotan

VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test

Smaller funds yield more cash faster than peers, but limit the upside

Mar 25 • M. Sriram

The Trials of Satya Nadella

The Microsoft CEO was a hero. But glory is fleeting in the AI era.

Mar 24 • Tom Dotan

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

Plus, venture funds from the last 4 years are outperforming those from 2017-2021 on paper

Mar 20 • Jonathan Weber and Madeline Renbarger

VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO

See the performance for 50+ funds held by the University of Texas/Texas A&M Investment Management Co.

Mar 18 • Madeline Renbarger

Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders

The summit will be on May 6 in San Francisco. Applications are now open.

Mar 17 • Eric Newcomer

Founders Fund, General Catalyst & Spark Capital Crave Even Bigger War Chests

Plus, a big data center shuffle keeps everyone happy, for now

Mar 13 • Madeline Renbarger and Tom Dotan

Cursor Weighs Fresh Fundraise as Debate Rages on Coding Firm's Prospects

Very early discussions involve a $5 billion raise at a valuation of up to $60 billion

Mar 12 • Tom Dotan

Bessemer: Legacy SaaS Is Dead, But a New Wave of Applications Will Thrive

Byron Deeter sees LLMs as powerful platforms supporting AI-native apps

Mar 10 • Tom Dotan

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