Natasha Mascarenhas (@nmasc_) header
Natasha Mascarenhas (@nmasc_) profile picture

Natasha Mascarenhas

@nmasc_

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

 San Francisco
Joined November 2015
  • Tweets7.3K
  • Following5K
  • Followers56.8K
News: Nvidia is working with an outside firm to identify potential replacements for Jensen Huang. The firm is also weighing the idea of naming a temporary chief executive officer bloomberg.com/news/articles/…
Nvidia Working With Outside Firm to Identify CEO Candidates

Nvidia Working With Outside Firm to Identify CEO Candidates

Nvidia Corp.’s board has been working with an outside firm to identify potential replacements for Chief Executive Officer Jensen Huang following reports of multiple extramarital affairs, including...

bloomberg.com
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Jitters are entering the private markets Latest w/ @RebeccaTorrenc5 bloomberg.com/news/articles/…
OpenAI, Anthropic Valuations Fuel VC Fears of Startup Correction

OpenAI, Anthropic Valuations Fuel VC Fears of Startup Correction

In late September, OpenAI entered discussions for its latest funding round with confidence. After having early discussions with prospective backers who had expressed interest, the company presented...

bloomberg.com
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It’s officially stand mixer season
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Add me to your group chats now
Alex Kantrowitz (@Kantrowitz) profile pictureAlex Kantrowitz
@KantrowitzNov 10
Next week is going to be the newsiest tech week of all time: Anthropic IPO, Sam and Greg at Dealbook the day before, Nvidia earnings amid Jensen scandal
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Scoop from yesterday that @altcap is raising a set of new funds for its private investment work
Bloomberg (@business) profile pictureBloomberg
@businessNov 10
OpenAI backer Altimeter targets more than $3 billion for private markets funds bloomberg.com/news/articles/…
OpenAI Backer Altimeter Targets More Than $3 Billion for Private Markets Funds

OpenAI Backer Altimeter Targets More Than $3 Billion for Private Markets Funds

Altimeter Capital Management, a prominent OpenAI and Anthropic PBC investor, is raising a set of new funds for its private markets investment work.The firm is targeting a $2.5 billion new venture...

bloomberg.com
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Big news from @BrodyFord_: IBM is ending immigration sponsorship for some roles in its largest division, IBM consulting bloomberg.com/news/articles/…

IBM to End Immigration Sponsorship for Roles in Biggest Unit

International Business Machines Corp. is ending immigration sponsorship for some roles in its largest division following a crackdown by the Trump administration on a visa program that’s been a talent...

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News: Anthropic is targeting a fully-diluted valuation of about $1.4 trillion in the first-ever IPO for a frontier AI lab bloomberg.com/news/articles/…
Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO

Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPO

Anthropic PBC is seeking a fully diluted valuation of about $1.4 trillion in its initial public offering, in a bid to make history as the first frontier artificial intelligence lab to go public.

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A bull sign for the private markets from one of the top tech crossover firms. Scoop: Altimeter is discussing raising more than $3 billion for a new set of funds across both venture and growth stage startups bloomberg.com/news/articles/…
OpenAI Backer Altimeter Targets More Than $3 Billion for Private Markets Funds

OpenAI Backer Altimeter Targets More Than $3 Billion for Private Markets Funds

Altimeter Capital Management, a prominent OpenAI and Anthropic PBC investor, is raising a set of new funds for its private markets investment work.The firm is targeting a $2.5 billion new venture...

bloomberg.com
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Fireworks CEO addresses the October security incident(s)
Lin Qiao (@lqiao) profile pictureLin Qiao
@lqiaoNov 10

October Incident Update

Article · @lqiao
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A Fireworks spokesperson said the company is “actively working with our customers to manage the incident, including Notion, Cursor and others.” Fireworks has over 10,000 customers, including Harvey, Vercel & Genspark
Image from Natasha Mascarenhas (@nmasc_)
Natasha Mascarenhas (@nmasc_) profile pictureNatasha Mascarenhas
@nmasc_Nov 9
NEW: Fireworks is working with Notion, Cursor and other customers to contain a security incident involving compromised customer data — marking its second breach in just weeks. bloomberg.com/news/articles/…
Nvidia-Backed Fireworks AI Notifies Customers of Its Second Hack in Weeks

Nvidia-Backed Fireworks AI Notifies Customers of Its Second Hack in Weeks

Fireworks AI, a popular startup that helps companies run artificial intelligence models, notified customers on Monday of a security breach in which their data was accessed, its second known hack in a...

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NEW: Fireworks is working with Notion, Cursor and other customers to contain a security incident involving compromised customer data — marking its second breach in just weeks. bloomberg.com/news/articles/…
Nvidia-Backed Fireworks AI Notifies Customers of Its Second Hack in Weeks

Nvidia-Backed Fireworks AI Notifies Customers of Its Second Hack in Weeks

Fireworks AI, a popular startup that helps companies run artificial intelligence models, notified customers on Monday of a security breach in which their data was accessed, its second known hack in a...

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I'm obviously very interested in what this all means for the startup ecosystem & private markets Lets catch up today! Signal: +1 925 271 0912
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Wishing everyone a happy Diwali 🪔🏵️
Image from Natasha Mascarenhas (@nmasc_)
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Scoop on @TheTerminal w/ @sridinats: Groq has kicked off a new fundraising effort at an $8 billion pre-money valuation, citing the mistakes of other neocloud rivals
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Now on the web: bloomberg.com/news/articles/…
Neocloud Groq Aims to Double Value to $8 Billion Amid AI Selloff

Neocloud Groq Aims to Double Value to $8 Billion Amid AI Selloff

A top executive at data center operator Groq has kicked off an audacious bid to double its valuation in about three months while slamming rivals in the space for being too reliant on debt markets.

bloomberg.com
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New w/ @RebeccaTorrenc5: OpenAI has officially closed $11 billion at a $1.25 trillion valuation, as talks continue to raise the rest of the round. bloomberg.com/news/articles/…
OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value

OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value

OpenAI has closed on new funding of roughly $11 billion, the initial part of a round that values the company at $1.25 trillion, according to people familiar with the matter.The funding was wired to...

bloomberg.com
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I'm just going to place this story here: bloomberg.com/news/articles/…
Vivek Ramaswamy’s Nuclear Startup Raises at $1.9 Billion Value

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...

bloomberg.com
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This was published before the election FYI!
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If the bar for raising capital is getting higher, are we finally going to see seed-strapping take off?
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Amazing content on the feed today
Tuhin Srivastava (@tuhinone) profile pictureTuhin Srivastava
@tuhinoneNov 6
Replying to @dylan522p
i think it’s the australian accents
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And *now* SF is back
Image from Natasha Mascarenhas (@nmasc_)
Simar Singh (@hellosimar) profile pictureSimar Singh
@hellosimarOct 28
Hosting a private Diwali evening with A.R. Rahman in SF. - Only 50 people in the room. Curated group of founders, investors and artists. - I'll be moderating a panel discussion with ARR and @krandiash (founder, @cartesia) on 'future of creativity in the AI age' - A surprise release by Rahman and @rajavignesh (cofounders of Secret Mountain) Diwali can't get bigger than this! Super excited.
Image from Simar Singh (@hellosimar)
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Unlike 2021, today's cash-rich startups can't become "zombies" with indefinite runway. Their burn/compute spend is too high & the eventual correction will be louder because of that
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