Newcomer

Why media whisperer Margit Wennmachers is going direct.

Exclusive slides from Laurence Tosi + a16z's view on the downturn

Sequoia Capital still maintains massive public positions in Unity and DoorDash whose stocks have plummeted 80% and 75% respectively from their all-time highs

An interview with Benchmark's Bill Gurley

I'm launching a subscription newsletter about startups and venture capital

Keith Rabois just moved to South Florida. Now he wants Silicon Valley to join him.

What Doug Leone's Trumpism means for the competition inside Sequoia to replace him

Coatue sees "zero valuation support" for Robinhood and Lemonade. The hedge fund makes the case for Tesla, Nvidia & Datadog in slides obtained by Newcomer.

A guest post from Gergely Orosz at The Pragmatic Engineer

How Lightspeed became the largest venture capital shareholder.

Secret documents reveal how ICONIQ Capital accumulated $83.5 billion in the bull run and raised $6 billion as the world came undone.

Silicon Valley is puzzling over Marc Andreessen's decision to back Adam Neumann's new startup Flow.

Bessemer Venture Partners is a thoughtful firm in a world of loose money.

Where is Silicon Valley?

One year ago I quit my job in the pandemic and launched this newsletter.

Invoking the First Amendment in content moderation debates is just good marketing for lax content moderation

Sequoia's IPO position in Zoom is worth $12 billion after $100 million investment.

Seed investors and the company's founders saw their stakes in DoorDash diluted as SoftBank flooded the company with money and as Sequoia held firm.

A conversation with Chris Sacca about climate investing — and Travis Kalanick.

A secondary shares advisor floats big discounts on startup stocks. General Atlantic saw $11 billion in liquidity in 2021, slides reveal. Investors pitch structure.

Redpoint Ventures partner Logan Bartlett on VC in a world of ubiquitous capital

Silicon Valley consumer investing is back after a nuclear winter.

Too many people still think both parties look the same.

Uber's CEO talks about alcohol delivery, autonomous cars, and his rivals' valuations.

The New Yorker's venture capital broadside, Jill Hazelbaker's ascendancy, and Google's tumultuous ethical AI team.

Andreessen Horowitz AUM rises 53% to $54.6 billion

Now they're reaping what they sowed

DoorDash's Tony Xu won the food delivery wars. He's just getting started. Airbnb's Brian Chesky needs to prove he has another magical trick up his sleeve.

SPAC Series Part 1: How Chamath Palihapitiya ignited Silicon Valley's obsession with an unusual financial mechanism to take companies public.

San Francisco District Attorney Chesa Boudin joined the chat.

Investors chase photo apps for 'hot vax summer.'

Cockroach and Workato secretly raised pricey rounds from Altimeter. I explore funky happenings in early stage investing. And I reflect on the bubble that never popped.

Philippe Laffont's hedge fund doesn't plan to let a good crisis go to waste. Exclusive slides show the hedge fund's performance.

How Adam Draper & Garry Tan, two of Coinbase's earliest investors, struck crypto gold.

Andreessen Horowitz's third crypto fund is in talks to raise $2 billion.

and what Garry Tan got right

Here's what happened this week

Uber flooded the ride sharing business with cash only to pull the rug out from drivers. But voting against the California ballot initiative won't undo that damage.