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Question 1

Deployment pace

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VC Sentiment Report

Compared with the previous quarter, how aggressively are you currently deploying capital?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2a

Defense tech

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Compared with the previous quarter, how is your interest in defense tech?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2b

AI applications

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VC Sentiment Report

Compared with the previous quarter, how is your interest in AI applications?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2c

AI infrastructure

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VC Sentiment Report

Compared with the previous quarter, how is your interest in AI infrastructure?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2d

AI labs

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VC Sentiment Report

Compared with the previous quarter, how is your interest in AI labs & foundation models?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2e

Fintech

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VC Sentiment Report

Compared with the previous quarter, how is your interest in fintech?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2f

Healthtech

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VC Sentiment Report

Compared with the previous quarter, how is your interest in healthtech?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 2g

Other verticals

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Are there any verticals not asked about that you're increasingly interested in?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 3

State of the venture economy

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VC Sentiment Report

Which of the following best characterizes your view of the current state of the venture economy?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 4

Bubble odds

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VC Sentiment Report

What do you think are the chances that AI-related valuations (public & private) will be down by 25% or more 12 months from now?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 5a

Most competitive early-stage rounds

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VC Sentiment Report

What was the most competitive early-stage round over the past 3 months?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 5b

Most competitive late-stage rounds

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VC Sentiment Report

What was the most competitive late-stage round over the past 3 months?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 6a

Buy/Sell/Hold OpenAI

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VC Sentiment Report

What would you do with shares in OpenAI?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 6b

Buy/Sell/Hold Anthropic

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VC Sentiment Report

What would you do with shares in Anthropic?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 6c

Buy/Sell/Hold Stripe

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VC Sentiment Report

What would you do with shares in Stripe?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 7

Next generational startup

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VC Sentiment Report

What seed to Series B company are you most bullish about being the next generational startup?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 8

Financial misrepresentation

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VC Sentiment Report

What percentage of startups backed by top VCs do you think are meaningfully misrepresenting their financials to investors?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 9a

Best multi-stage firm

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VC Sentiment Report

If you could be an investor in any multi-stage private markets firm besides your own based on their investments in the last 12 months, who would it be?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 9b

Best emerging fund

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VC Sentiment Report

If you could invest in any venture fund started in the last 5 years, what would it be?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 10a

Most overpriced startup

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VC Sentiment Report

What is the most overpriced startup that has raised money in the last 12 months?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 10b

Most underpriced startup

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VC Sentiment Report

What is the most underpriced startup that has raised money in the last 12 months?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026

Question 12

Advice for a new college grad

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VC Sentiment Report

If you could tell a new college grad to go into any profession today, what would it be?

VC SENTIMENT REPORT: A confidential survey of insider VCsGet access to the report at newcomer.co

Sept. 2026