Natasha Mascarenhas

I write about Venture Capital & Silicon Valley for Bloomberg @technology. My Signal is [phone].

[Natasha Mascarenhas @nmasc_]

We have more of the @AnthropicAI metrics ahead of it highly anticipated IPO

Scooping with the gang @BTLipschultz, @RebeccaTorrenc5 & @shiringhaffary

https://t.co/5G0mtnAPnR

[Natasha Mascarenhas @nmasc_]

So excited @coryweinberg is back in San Francisco

[Cory Weinberg @coryweinberg]

Job news: I’m joining @nytimes to cover AI & Anthropic, based again in SF. I have a feeling the job won’t be slow. It's a big responsibility.

I'm grateful for a decade @theinformation, which has given me the rare opportunity to do original journalism surrounded by good people.

[Natasha Mascarenhas @nmasc_]

@coryweinberg @nytimes @theinformation You’re the best & so happy for you!

[Natasha Mascarenhas @nmasc_]

Scoop from @rachelmetz: One-year-old AI startup Flapping Airplanes has soared to a $6 billion valuation

https://t.co/ygy7KWj0nj

[Natasha Mascarenhas @nmasc_]

I spoke to @dougleone about his first investment since returning back to an active investing role at Sequoia

I did not expect it to be a company that acquires customers through "Whopathons"

Fun read & my latest for @technology

https://t.co/S1Qx3lIKeu

[Natasha Mascarenhas @nmasc_]

@venkyganesan Maybe this is what we will see: https://t.co/pTSfZzm5Bg

[Natasha Mascarenhas @nmasc_]

Signal is 925 271 0912 if this starts happening!

[Micah Rosenbloom @micahjay1]

Prediction for 2027: a few funds give capital "back" and shrink the size of their already raised funds.

Not out of conscience. Indigestion. Partners start leaving as the cycle cools, exits don’t come, LPs with no distributions finally have leverage.

CRV did it in 2002, cutting $1.2B to $450M. Did it again in 2024. Founders Fund halved its fund in 2023.

But it’s hard, and anyone who tells you otherwise hasn’t run the math on their own firm: the fee stream is juicy. Easier for me to say this with a small fund (:

[Techmeme @Techmeme]

Whop, which helps people start, run, and scale businesses and uses AI to suggest business decisions, raised $205M led by Sequoia Capital at a $5.1B valuation (@nmasc_ / Bloomberg)

(Visit Techmeme dot com for the link and full context!)

[Natasha Mascarenhas @nmasc_]

@EdLudlow Stop I'm cracking up

[Natasha Mascarenhas @nmasc_]

One of the more interesting things about Anthropic’s cap table: Until its Series C, its funding rounds were dominated by super angels and nonprofits.

So here's a scoop w/ @LamoneyTom on one of the angels that got in early: former Google CEO Eric Schmidt

https://t.co/7tXsCCH5FI

[Bailey Lipschultz @BTLipschultz]

AI cloud firm Nscale is in talks to sell computing power to Anthropic in a deal that could be worth about $45 billion, according to people familiar with the negotiations.

Another Nscale scoop but with the homies @BrodyFord_ @dinabass

https://t.co/8aKamO1ljC

[Natasha Mascarenhas @nmasc_]

@wu_s_john This happened for Anthropic too!

https://t.co/jPdZnpHPN9

[Natasha Mascarenhas @nmasc_]

What is the AI cycle equivalent of "gm"

[Bailey Lipschultz @BTLipschultz]

Sunday Scoop:

Nscale is facing opposition to the valuation it’s pursuing in its initial public offering, according to people familiar.

The Nvidia-backed firm has been seeking a valuation of about $30 billion. An investor cohort lately urged that a valuation in the $16 billion to $19 billion range would be more likely to find favor with buyers.

https://t.co/CdsflRNRFi

[Natasha Mascarenhas @nmasc_]

@alex i’ve been thinking of u all week !!!!

[Natasha Mascarenhas @nmasc_]

Every word of this @AustinCarr profile on Marc Andreessen (and his anger) is important.

He scoured bar bathrooms in Wisconsin and got inside secretive meetings in Jackson Hole and D.C. to explain the political evolution of Silicon Valley’s most famous dealmaker

Read his @BW story here

https://t.co/uthLXe5w0n

[Brad Stone @BradStone]

Here's the most insightful story yet on Marc Andreesen aka @pmarca - his legendary career as an investor and entrepreneur, and his long strange history of concocted grudges. by @AustinCarr in @BW.

gift link: https://t.co/To1xKzuzPM

[Natasha Mascarenhas @nmasc_]

Every word of this @AustinCarr profile on Marc Andreessen (and his anger) is important.

He scoured bar bathrooms in Wisconsin and got inside secretive meetings in Jackson Hole and D.C. to explain the political evolution of Silicon Valley’s most famous dealmaker

Read his @BW story here

https://t.co/uthLXe5w0n

[Natasha Mascarenhas @nmasc_]

@waqasali shoot

[Natasha Mascarenhas @nmasc_]

Remember when everyone on here was freaking about losing their blue checkmarks?

Simpler times

[Joe Weisenthal @TheStalwart]

What stage of the cycle something something https://t.co/Pi3GrmF4fr