@nmasc_

I write about Venture Capital & Silicon Valley for Bloomberg @technology. My Signal is +1 925 271 0912.

 San Francisco
Joined November 2015
  • Tweets7.2K
  • Following5K
  • Followers56.4K
560Media
Natasha Mascarenhas retweeted
Techmeme
@TechmemeOct 21
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!)
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Bailey Lipschultz
@BTLipschultzOct 19
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 bloomberg.com/news/articles/…

Nscale, Anthropic in Talks for $45 Billion Cloud Computing Deal

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

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Natasha Mascarenhas retweeted
Bailey Lipschultz
@BTLipschultzOct 18
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. bloomberg.com/news/articles/…

AI Cloud Firm Nscale Faces Investor Pushback Over IPO Valuation

Nscale Ltd. is facing opposition to the valuation target it’s pursuing in its initial public offering, according to people familiar with the matter, after a series of market setbacks for artificial...

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Natasha Mascarenhas retweeted
Natasha Mascarenhas
@nmasc_Oct 15
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 bloomberg.com/news/features/…

Why Is Tech Billionaire Marc Andreessen So Mad?

The prominent investor has said the Biden administration pushed him to the political right, but sources say his grievances don’t always match reality.

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Natasha Mascarenhas retweeted
Brad Stone
@BradStoneOct 15
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: bloomberg.com/news/features/…

Why Is Tech Billionaire Marc Andreessen So Mad?

The prominent investor has said the Biden administration pushed him to the political right, but sources say his grievances don’t always match reality.

bloomberg.com
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Joe Weisenthal
@TheStalwartOct 15
What stage of the cycle something something bloomberg.com/news/articles/…
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Natasha Mascarenhas retweeted
Techmeme
@TechmemeOct 15
A profile of Marc Andreessen, who sources say is close to White House COS Susie Wiles and has publicly described a fallout with Biden officials over AI policy (@austincarr / Bloomberg) (Visit Techmeme dot com for the link and full context!)
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Ed Ludlow
@EdLudlowOct 15
Anduril tender at $90 Billion valuation (up from $61B in May). Reporting with @nmasc_ @RebeccaTorrenc5 and @KatrinaManson bloomberg.com/news/articles/…
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Ed Ludlow
@EdLudlowOct 14
Anthropic Q3 numbers from today’s investor meeting, Per Bloomberg reporting. Revenue: $16.8 billion Adjusted gross margin: 85% Adjusted operating margin: 11%+ Free cash flow: Positive Adjusted operating profit: Positive
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Dina Bass@dinabassOct 14
OpenAI has named former xAI executive Uday Ruddarraju to lead its infra/compute unit, replacing Sachin Katti in the the latest leadership shakeup bloomberg.com/news/articles/…

OpenAI Names Uday Ruddarraju to Lead Data Center, Computing Unit

OpenAI has named former xAI executive Uday Ruddarraju to lead its infrastructure and compute businesses, marking the latest leadership shakeup for its teams focused on expanding data center capacity.

bloomberg.com
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Nitasha Tiku
@nitashatikuOct 13
catch me on netflix dot com
screenshot of Instadoc episode on Netflix called “AI gone wild” where washington post reporter nitasha tiku is talking about the openai-hugging face incident

ALT screenshot of Instadoc episode on Netflix called “AI gone wild” where washington post reporter nitasha tiku is talking about the openai-hugging face incident

screenshot of netflix top 10 tv shows showing “ai gone wild” episode of instadocs at number 3

ALT screenshot of netflix top 10 tv shows showing “ai gone wild” episode of instadocs at number 3

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Rachel Metz@rachelmetzOct 14
My latest: The OpenAI employee who was arrested and charged with allegedly using a hidden recording device in a company conference room had booked one-way tickets for him and family members from SF to Saudi Arabia for Oct. 12. bloomberg.com/news/articles/…

Arrested OpenAI Engineer Booked a One-Way Ticket to Saudi Arabia

The OpenAI employee who was arrested and charged with allegedly using a hidden recording device in one of the ChatGPT maker’s San Francisco offices had a one-way ticket to Saudi Arabia booked for...

bloomberg.com
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Ed Ludlow
@EdLudlowOct 14
NEWS: Anduril’s launched its latest employee tender with shares valuing the defence tech co. at around $90B (up from $61B in May primary). Reporting with team @KatrinaManson @nmasc_ @RebeccaTorrenc5
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Natasha Mascarenhas
@nmasc_Oct 8
SCOOP: Vivek Ramaswamy is backing and co-founding a new nuclear startup called Atlas Atomics. The company is raising about $400 million in new capital at a $1.9 billion valuation, led by General Catalyst + w/ participation from A16z. bloomberg.com/news/articles/…

Vivek Ramaswamy’s Nuclear Startup Raises at $1.9 Billion Value

Atlas Atomics, a nuclear startup cofounded and backed by Ohio gubernatorial candidate Vivek Ramaswamy, has raised capital at around a $1.9 billion valuation, according to people familiar with the...

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Natasha Mascarenhas retweeted
Natasha Mascarenhas
@nmasc_Oct 8
Scoop w/ @mhbergen, @RebeccaTorrenc5 & @EdLudlow: Isomorphic Labs, an AI-powered drug discovery startup spun out of Alphabet Inc.’s Google DeepMind, is in early talks to raise new funds at a valuation of at least $40 billion More in @technology
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Bloomberg Live
@BloombergLiveOct 7
The technologies shaping the next decade are already here. On Nov. 2-3, @tsgiles and @TomMackenzieTV bring together the people building, funding and shaping what comes next across AI, autonomous systems, quantum and more. Join us at #BloombergTech London. bloom.bg/4xqBD1u
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Natasha Mascarenhas retweeted
Bloomberg
@businessOct 8
Isomorphic Labs, an AI-powered drug discovery startup spun out of Alphabet’s Google DeepMind, is in early talks to raise new funds at a valuation of at least $40 billion, according to people familiar with the effort. bloomberg.com/news/articles/…

Alphabet’s Isomorphic Labs in Funding Talks for at Least $40 Billion Value

Isomorphic Labs, an Alphabet Inc. company using artificial intelligence to discover drugs, is in early talks to raise new funds at a valuation of at least $40 billion, according to people familiar...

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Natasha Mascarenhas retweeted
Techmeme
@TechmemeOct 8
Sources: Isomorphic Labs, an AI drug discovery startup spun out of Google DeepMind, is in early talks to raise funds at a valuation of at least $40B (Bloomberg) (Visit Techmeme dot com for the link and full context!)
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Natasha Mascarenhas retweeted
Techmeme
@TechmemeOct 6
Sources: Apple's push into smart home devices includes a doorbell, thermostat, and other accessories developed with LG; the products will carry the LG brand (@markgurman / Bloomberg) (Visit Techmeme dot com for the link and full context!)
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Natasha Mascarenhas retweeted
Techmeme
@TechmemeOct 6
Sources: Moonshot AI closes its final private funding round at a ~$50B valuation and is targeting a Hong Kong IPO in Q1 2027 to raise up to $5B (Bloomberg) (Visit Techmeme dot com for the link and full context!)
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