Natasha Mascarenhas
@nmasc_
I write about venture capital & silicon valley for Bloomberg @technology. My Signal is +1 925 271 0912.
5K Following 56.1K Followers
The AI inference rush is real & rich.
Scoop w/ @dinabass on Modal Labs in talks to raise a new round of financing at a $15 billion valuation, as Baseten also discusses a new round
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The number one topic coming up at Silicon Valley dinners lately: the sudden, serious rush among AI startups to build their own models. It's a push to cut costs, reduce dependence on the big model providers, and prioritize control.
My latest w/ @RebeccaTorrenc5
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Remember when VCs started offering their portfolio companies GPU clusters?
Wondering what the physical AI update/equivalent is. Proprietary data access? Robot fleets?
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
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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.
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"I love surprising the world."
We sat down with @RobertIger this morning to discuss his bid with Josh Kushner to buy the Los Angeles Lakers. The news came two months after the duo, who run Thrive Eternal, explored a now-abandoned bid for the Las Vegas expansion team.
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We got the inside scoop on Sequoia's @Alfred_Lin & @gradypb era for Bloomberg Businessweek.
Bigger checks. Evolving fund structures. New pools of capital. And an intense focus on speed and rigor across the partnership as the next wave of tech becomes decidedly more physical.
Latest w/ @RebeccaTorrenc5 & @EdLudlow
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NEW on @theterminal with @parmarhema:
Ahead of the Citadel deal, Situational Awareness explored selling parts of its private portfolio to firms including Greenoaks and Sequoia Capital in its rush to raise cash
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Who is going to be the first VC to suggest we pick the conversation back up in September
Scoop w/ @EdLudlow: Sequoia has raised ~$7 billion for its second expansion fund, a vehicle dedicated to the latest stage companies in technology
