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_]

@bayareawriter @alex Awww the best. Have been thinking about what @alex's donut order will be when Anthropic flips

[Natasha Mascarenhas @nmasc_]

@NegativeAlp Not nice

[Natasha Mascarenhas @nmasc_]

Anyone else get bangs in nervous anticipation of the Anthropic IPO? No? Just me?

[Natasha Mascarenhas @nmasc_]

@steph_palazzolo Check close friends (Signal)

[Natasha Mascarenhas @nmasc_]

@bayareawriter Omg on it (hi miss you)

[Natasha Mascarenhas @nmasc_]

@kimberlywtan omg

[Natasha Mascarenhas @nmasc_]

@nihalmehta You get it

[Natasha Mascarenhas @nmasc_]

@superpobe Early stage VC at its best!

[Natasha Mascarenhas @nmasc_]

We dug into the potential returns for Anthropic’s earliest backers, from Silicon Valley to Hollywood to Singapore, as one of venture capital’s biggest-ever paydays comes into view

https://t.co/23LH1Pirl3

[Natasha Mascarenhas @nmasc_]

And then there are the early backers, like Spark, Menlo and Sound Ventures - who are set to be rewarded big time as some of the first institutional investors to back the OpenAI rival when it was still a true underdog.

More w/ @RebeccaTorrenc5 in our latest:

https://t.co/dXH6NkkqIO

[Natasha Mascarenhas @nmasc_]

A big theme in the private capital markets this year is venture investors telling me that they made their biggest investment ever into Anthropic. Iconiq has poured more than $6 billion into Anthropic. Before that, its largest investment was $455m into Snowflake

[Natasha Mascarenhas @nmasc_]

@brexton Brexton the market keeps following you whenever you move!!!!

[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