Natasha Mascarenhas

I profiled the AI investing efforts of Iconiq, a firm that has poured over $5 billion into AI startups to date ($3 billion of which was last year alone) Iconiq has quietly become one of the largest - if not the largest - investors in Anthropic. I scoop more on its stake, funds returns, previously unknown clients, and fundraise plans in the most detailed profile on the secretive firm to date: bloomberg.com/news/articles/…

I sat down with prosecutor-turned-VC @katie_haun to talk about her new $1 billion set of funds, Silicon Valley’s polarizing politics, and how the seismic shift that rocked crypto is playing out in new upstarts today. bloomberg.com/news/articles/…

Huge news: @prior_labs has signed a definitive agreement to be acquired by @SAP. €1B+ invested over four years to build a globally-leading frontier AI lab for structured data — in Europe, in the open. Independent entity. Same team, same mission, same open models. A massive boost to what we can do. The mission just got accelerated. Founders’ statement: priorlabs.ai/blog-posts/pri… (Deal subject to regulatory approval; terms not disclosed.)

Journos: What’s the lede you turn to whenever you have writer’s block and need inspiration?

@bayareawriter @BloombergTV @technology Miss you!!!

@nmasc_ @BloombergTV @technology Star! 💫

On soon to talk about the latest in VC land with @BloombergTV @technology

Sources: Peter Thiel's Founders Fund raised $6B for a fund to invest in later-stage companies, marking its largest haul ever; $4.5B comes from limited partners (@nmasc_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)

NEW: I talked to OpenAI CFO Sarah Friar about concerns that company has reportedly missed internal revenue targets, she said "this is still a young business that is not perfectly forecastable across every single metric.” More here: bloomberg.com/news/articles/…

@JesseRank is this real!!

Wildest offer yet: Founder just offered me $3M of Series B stock for $1M of my Anthropic shares They’d rather own Anthropic than their own company.

Scoop w/ @ikeswetlitz: Thomas Reardon’s new company is actively recruiting AI researchers and neuroscientists for a $2.5B effort — one of the most secretive neo-lab raises we’ve come across. bloomberg.com/news/articles/…

137 Ventures, a repeat investor in Elon Musk’s SpaceX, has raised $700 million across two new funds to back startups over longer time horizons bloomberg.com/news/articles/…

@kushaanshah @eladgil I feel like it’s underrated!!!

@nmasc_ @eladgil +1 to Collina, amazing every time I’ve been

What is best Italian in SF?

On @bloombergtv @technology shortly to discuss our scoop w/ @CarolineHydeTV & @EdLudlow

@varunram What is going to happen when the same VCs end up backing both !!!

Harvey vs Legora is the first time we're seeing VC firms go head-head every round and in every other respect (brand marketing, PR, and other things) Usually the second player in a space is a round or two behind (P0 vs Exa for example) and there's some nuance with positioning but with Harvey and Legora firms are pumping in so much money at a level round basis, which is very interesting to see play out in real time

Today was alot wasnt it?

Scoop: Anthropic has gone from rebuffing unsolicited term sheets to discussing funding offers at an over $900 billion valuation. While no term sheets have been accepted, it's one key update amid a historic funding round for the company. w/ my brill colleagues @shiringhaffary @EdLudlow bloomberg.com/news/articles/…

Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) (Visit Techmeme dot com for the link and full context!)

@alexrkonrad @MikeIsaac more side quests always pls

@nmasc_ @MikeIsaac I liked when the one guy was mad and the other one responded wanting Mike to share more obscure music onto the TL. May we all be known for our hobbies

i want to cover a trial at some point because i’m intellectually curious but also because i would like to show off how fast ya girl can type (inspired by @MikeIsaac’s very fun and interesting live tweet thread from today)

@aaronpholmes @theinformation Omg! 🔥🔥🔥🔥

Elon Musk just testified in court that this @theinformation story was how he learned about OpenAI's plans to raise more money from Microsoft. Soon after this story went up, Elon texted Sam Altman a link to it and asked, "What the hell is going on?"