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domain	newcomer.co
summary	This website, Venture Capital Dispatch, covers recent developments and trends within the venture capital industry and technology investments. Key themes include: * Deal Activity: Significant transactions like the Brex sale to Capital One, Lightspeed Venture Partners’ asset growth, and BlueYard Capital’s returns are highlighted. * AI Trends: The article discusses the “AI Talent Wars,” AI’s increasing focus on healthcare and biotech, and perspectives on AI from figures like Andrej Karpathy. * Secondary Markets: The website reports on the active secondary markets for private companies. * Investor Strategies & Fundraising: Coverage includes surveys of venture firms (Andreessen Horowitz, Sequoia, etc.), fundraising strategies, and the “Scam in the Arena” discussion. * Space Tech: Investment in satellite technology, particularly driven by the growing space race with China, is a prominent topic. * Market Conditions: Articles discuss a potential 2026 IPO slump, a divergence between VC fundraising and overall industry activity, and a shift from greed to fear in public markets. * Roll-up Strategies: The website also reports on the ongoing “VC roll-up craze.”
title	Newcomer \| Eric Newcomer \| Substack
description	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. Click to read Newcomer, a Substack publication with hundreds of thous
keywords	newcomer, plus, billion, founders, capital, jonathan, weber, investors, markets, fund, venture, home, valley, archive, raising, view, partners
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nslookup	A 198.185.159.144
created	2025-05-17
updated	2026-01-29
summarized	2026-01-31

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