Eric Newcomer

Dead Cat

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. www.newcomer.co

Author

Eric Newcomer

Category

Technology

Podcast website

www.newcomer.co

Latest episode

Sep 2, 2025

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Episodes

Cerebral Valley Double Feature: Stability AI CEO Emad Mostaque & General Catalyst's Deep Nishar 04.04.2023

Today, we have a double episode for you — two conversations from the Cerebral Valley AI Summit last week. Part 1: My Conversation with Stability AI CEO Emad Mostaque I didn’t know what to make of Stability AI and its CEO Emad Mostaque heading into my conversation with Mostaque Thursday at Cerebral Valley. Mostaque’s company has wrapped its arms around the wildly successful open-source artificial i...

Venture Capital Gravitational Physics (with Ravi Mhatre) 29.03.2023

Ravi Mhatre co-founded Lightspeed Venture Partners just before the technology industry unraveled in the dot-com bust. Lightspeed weathered the dot-com crash and became one of Silicon Valley’s top venture capital firms, known particularly for many of its enterprise software investments. This episode of Newcomer is brought to you by Vanta Security is no longer a cost center — it’s a strategic growth...

Peering Over the Edge of Death (with Jon McNeill) 21.03.2023

Behind the headlines, Jon McNeill has been a key operator and board member across many of the companies that you read about. He was the president of Tesla. Then, in February 2018, he left to take the role of chief operating officer at ride sharing company Lyft. At Tesla, he worked desperately to get the company to sell enough cars to hit Tesla’s sales targets. With the rest of the executive team,...

A Wall Street Veteran & Investor Explains Silicon Valley Bank's Unraveling (with Laurence Tosi) 14.03.2023

Laurence Tosi had a front seat for another banking crisis: He worked as a top banking executive and then private equity executive as the financial crisis swept up Wall Street. Tosi is someone I turn to when I want to get a sophisticated investor’s account of what’s really going on in Silicon Valley. His resume straddles Wall Street and Silicon Valley. He worked as the chief operating officer at Me...

This Kicked Off With a Dinner With Elon Musk Years Ago (with Reid Hoffman) 07.03.2023

For the first episode of the Newcomer podcast , I sat down with Reid Hoffman — the PayPal mafia member, LinkedIn co-founder, Greylock partner, and Microsoft board member. Hoffman had just stepped off OpenAI’s board of directors. Hoffman traced his interest in artificial intelligence back to a conversation with Elon Musk . “This kicked off, actually, in fact, with a dinner with Elon Musk years ago,...

Newcomer, the Podcast 06.03.2023

I’m pleased to announce that I’m introducing a new podcast and starting a YouTube channel. I’m calling it “Newcomer” — like this newsletter. What can I say? It’s a good name. The show kicks off tomorrow with an interview with LinkedIn co-founder and Greylock partner Reid Hoffman . Hoffman just stepped off OpenAI’s board of directors. We talk about that decision, AI sentience, the PayPal mafia, clo...

A New Dimension (w/Nan Li, Adam Goulburn, and Zavain Dar) 01.02.2023

I was the first to report that Nan Li , Adam Goulburn , and Zavain Dar were setting out to create a venture capital firm back in August 2022 . So when the trio finally announced their $350 million life sciences and technology-focused venture firm, called Dimension , I had to have them on the podcast. I wanted to hear why Goulburn and Dar, general partners at Lux Capital, and Li, a general partner...

Another Shoe to Drop (w/Jeremy Levine) 24.01.2023

Bessemer Venture Partners’ Jeremy Levine is someone who keeps his head when others are losing theirs. He’s long been wary of tech exuberance while being a long-term optimist about the transformative power of technology. A board member at Pinterest and Shopify, Levine described his investing style to me for this week’s Dead Cat podcast: “I don’t like to go where all the cool kids are, where all the...

'I Fell in Love With an Algorithm' (w/Cristóbal Valenzuela & Alexis Gay) 17.01.2023

Generative artificial intelligence is sweeping the nation. People are turning themselves into animated characters, drafting their essays with ChatGPT, and illustrating with Stable Diffusion. Or, as was the case with the tiny special effects team on the movie Everything Everywhere All at Once , they’re using it to help edit a movie . On the latest episode of Dead Cat , Cristóbal Valenzuela , the ch...

Business Tea, the Creator Economy Downturn, Twitter Drama & TikTok's Chinese Influence (w/Taylor Lorenz) 10.01.2023

I always enjoy talking with Taylor Lorenz , a deep thinker about the internet who infuriates certain pockets of tech Twitter. Last week, she published a look at the crypto social media accounts that broke news on the fall of FTX. She wrote about how accounts like Coffeezilla and AutismCapital have become media figures in their own right. She wrote for the Washington Post : All this coverage of the...

All Eyes Are on Apple's Augmented Reality Device As the Hunt for a Revolutionary Consumer Startup Continues (w/Max Child & James Wilsterman) 04.01.2023

Before the rise of crypto investing, venture capital careers seemed to be divided into two buckets: consumer and business-to-business. If the goal of venture capital investing is to pick winners, American consumer investors generally picked wrong. There just hasn’t been another Facebook. The biggest consumer startup of the moment is ByteDance, a Chinese company. While I’ve generally dedicated more...

Does That Mean the Cat's Dead? 27.12.2022

Tom Dotan , Katie Benner , and I became friends in San Francisco back in 2014 when we all worked as technology reporters at The Information. But we didn’t achieve that core pillar of modern friendship until August 2021 when we started a podcast together. Insider generously let Tom co-host the podcast with me — and Katie, a reporter at the New York Times , came on every few episodes as a regular sp...

'This Monolithic Other That Is Acting in Some Dark Confederacy Against What Is True and Good in the World' (w/Antonio García Martínez) 20.12.2022

On last week’s Dead Cat episode with ex-Facebook security chief Alex Stamos, we spent a lot of time trying to steel man the free speech moderation crowd’s argument — even though none of us seemed to hold it ourselves. The other week , we had Jason Calacanis on the show but he didn’t want to talk about Elon Musk . This week, finally we have someone on the podcast who is a defender of the so-called...

The Musk Bubble in Tech Is Going to Pop (w/Alex Stamos) 14.12.2022

This past Thursday Elon Musk accused Alex Stamos , Facebook’s former chief security officer and the director of the Stanford Internet Observatory, of running a “propaganda platform.” That’s the sort of upside down thinking we’ve come to expect from Musk, given Stamos is one of the most fair-minded and serious thinkers about content moderation and social media platforms today. So, on Friday, we had...

Hollywood As Told By the Former NBC Entertainment Chairman (w/Paul Telegdy) 06.12.2022

Former NBC Entertainment chairman Paul Telegdy once lorded over Hollywood as a titan of television as the industry around him was crumbling. The Netflix menace was on the rise and Hollywood media companies were struggling to respond. Telegdy was trying to hold it together while running an increasingly imperiled broadcast network. Before he was pushed out of NBC in 2020 amidst a nation-wide fever o...

Going All-In on the Tech/Media War (w/Jason Calacanis) 30.11.2022

There’s no one more perfectly situated between the tech media and the tech elites who loathe them. Jason Calacanis built his reputation in Silicon Valley as a feisty tech reporter, waiting in line to ask Steve Jobs questions at the Code Conference. An extremely early investment in Uber suddenly made him one of the most famous angel investors in the world (thanks also to Calacanis’s self-promotiona...

Taylor Swift Tickets, FTX & Twitter 22.11.2022

If you’ve resolved that this Thanksgiving you won’t yield the conversation about tech entirely to your NFT-happy, crypto-pushing younger cousin, this is your moment to refresh yourself on the latest from the FTX saga. Give Dead Cat a listen. We catch you up on former FTX CEO Sam Bankman-Fried’s latest messages with a reporter and on Elon Musk’s crusade to reform Twitter. In this hosts-only episode...

SBF in Shambles (w/Teddy Schleifer) 15.11.2022

On the latest episode of Dead Cat , we examine how effective altruism’s crypto benefactor took the world — and the media and the Democratic Party, in particular — for a ride. Sam Bankman-Fried escaped much of the skepticism that rival exchange Binance has faced — yet it’s SBF’s FTX that has filed for bankruptcy. With the help of Puck reporter Teddy Schleifer , Dead Cat co-hosts Tom Dotan and I try...

The End of Quiet Quitting (w/Aki Ito) 08.11.2022

While I was in Lisbon for Web Summit, Dead Cat co-hosts Tom Dotan and Katie Benner kept the podcast going without me. They brought on my old colleague Aki Ito , who is now a reporter at Insider , to talk about her reporting on coasting culture, which helped to spark the global discussion of “quiet quitting.” The trio discuss how a recession will yet again change society’s relationship with work. Y...

Blue Checks & Semi-Fascism (w/Tim Miller) 01.11.2022

This week, we invited Tim Miller — the repentant former Republican operative and author of Why We Did It: A Travelogue from the Republican Road to Hell — on the Dead Cat podcast to talk about Elon Musk’s acquisition of Twitter and the upcoming midterm elections. Dead Cat co-host Tom Dotan and I talk with Miller about Peter Thiel -backed Senate candidates J.D. Vance and Blake Masters. ( FiveThirtyE...

Roko's Basilisk (w/Nathan Benaich) 25.10.2022

Nathan Benaich , the lone general partner at Air Street Capital, has long been on my radar as an artificial intelligence obsessive. And so now that the artificial intelligence is suddenly the fixation of the venture capital world , I invited Benaich on the Dead Cat podcast to talk about generative artificial intelligence. With my co-hosts, Tom Dotan and Katie Benner , we talked about the promise o...

VC Twitter Ghostwriters (w/Logan Bartlett) 18.10.2022

Insider’s anonymous first-person account of a ghostwriter for venture capitalists’ tweets captivated tech Twitter last week. Everyone wanted to know who exactly was paying $100,000 for a tweetstorm. How could anyone make $200,000 writing thought leadership. Why would anyone pay for that? So on this week’s episode of Dead Cat , hosts Eric Newcomer and Tom Dotan talked with Redpoint Ventures managin...

Cult of the Dead Cat (w/Joseph Menn) 12.10.2022

In November 2017, with Dara Khosrowshahi a few months into his job as Uber CEO, the ride-hailing company came to me with some explosive information: The company claimed that during Travis Kalanick’s time as CEO, Uber had covered up a massive data breach. Hackers had downloaded sensitive information about Uber’s riders and drivers, and the company’s chief security officer, Joe Sullivan , had kept i...

I’d Jump on a Grande for You (w/Erin Griffith) 04.10.2022

The Twitter / Elon saga entered a new phase today. Elon Musk reversed course and agreed to buy Twitter at the previously agreed upon $44 billion. But we’re still thinking about Musk’s text messages that came out as part of discovery in the Delaware court case. On the latest episode of Dead Cat, we reveled in the many bizarre and often sycophantic texts that emerged during discovery. Tom Dotan and...

Take a Scooter to Your Local Court House 28.09.2022

On this week’s Dead Cat, co-host Tom Dotan and Eric Newcomer talk about the sputtering scooter industry. Starting at 36:00 we hear Tom tells us about his jury summons. Give it a listen. Get full access to Newcomer at www.newcomer.co/subscribe

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