Natasha Mascarenhas

@nmasc_

I write about venture capital & the circles that run Silicon Valley for Bloomberg @technology. My Signal is +1 925 271 0912.

San Francisco

Joined November 2015

Pinned
Natasha Mascarenhas
@nmasc_
Aug 14
NEWS: I obtained Thrive CEO Josh Kushner’s recent investor letter, which reveals whole a host of new details — from the latest returns behind the firm’s highly concentrated investment strategy, to a stake sale now underway and the investor's thoughts on AI euphoria.
Thrive Investor Letter Reveals OpenAI-Fueled Growth, Stake Sale
From bloomberg.com
Natasha Mascarenhas
@nmasc_
1h
News from today w/ @RebeccaTorrenc5 & @shiringhaffary: Anthropic informed investors over the weekend that its annualized revenue run rate hit $65 billion at the end of July, up from $47b in May
Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO
From bloomberg.com
Natasha Mascarenhas
@nmasc_
11h
Scoop w/ @joshua_sisco: Andreessen Horowitz is the focus of a Justice Department antitrust probe after serving on the boards of competing AI startups, Databricks and Fivetran Interesting window into how Silicon Valley standards are being stress tested
Andreessen Horowitz Focus of DOJ Probe Over Board Directors
From bloomberg.com
Natasha Mascarenhas
@nmasc_
16h
Scoop: Groq raises $350 million at a $3.5 billion valuation after the Nvidia deal last year, with a focus on expanding data center work. About $1 billion raised in just a matter of months.
Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal
From bloomberg.com
Natasha Mascarenhas
@nmasc_
Aug 16
Notable advancement on the M&A deal heard 'round Silicon Valley: Stripe has finalized an agreement to acquire OpenRouter Inc for more than $7 billion w/ @yazhous & @PaigeSmithNews
Stripe Nears Deal to Buy AI Firm OpenRouter for Over $7 Billion
From bloomberg.com