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

San Francisco
Based in United States

ALT Celebration Applause GIF

If anyone just wants to tell me what Anthropic's ticker will be, I just think it would be a cute scoop to nail
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The best
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Will be on @BloombergTV shortly with @EdLudlow discussing all things Anthropic IPO & our VC returns story
Anyone else get bangs in nervous anticipation of the Anthropic IPO? No? Just me?
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Read our story on Vivek Ramaswamy's new startup from yesterday Collab w/ @eyk_henning @RebeccaTorrenc5 bloomberg.com/news/articles/…
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/…
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I'm old enough to remember this
The new VC standard of backing competitors is already aging in interesting and dramatic ways
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Replying to @benitoz
Digging to the bottom of the frontier
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VCs on the most underpriced startups
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On @bloombergtv @technology discussing our Zipline scoop yesterday
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Working in London for the next week — let’s grab a drink or coffee!
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First time celebrating Onam! Loved learning the story behind the harvest festival & the yearly return of a king his people never forgot. My brother-in-law made this incredible spread (he’s a private chef by profession so always a treat)
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New Indian coffee shop in SF - Le Mil’s! Big fan of the spiced cold brew & love a surprise parle-g
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A16z just raised $15 billion in its largest fundraising haul earlier this year. It's interesting that they still felt the need to raise a separate $1.1 billion just for physical AI, instead of trying to stretch existing infra/growth/etc capital into the best bets. From my chat w/ @RaghuRaghuram earlier today
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I ♥️ San Francisco
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I have to love the whimsy
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The Tech Journos Are Doing Ok
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Interesting - the mysterious chip startup that Situational Awareness backed just launched a website & is hiring a "machinist" sourcefoundry.com/
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Friday feels…correct
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In honor of Cursor’s exit today, resurfacing my story on them from last year — the first profile of the startup as it was skyrocketing through Silicon Valley 🚀 The kicker aged well theinformation.com/articles/…
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Get you a news cycle that can do both
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Gooooood pizza
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Last year, I interviewed @Airtable CEO @howietl about the challenge of avoiding becoming "one of the dinosaurs" as companies race to become AI-native. With this week's news that Airtable is being acquired by Bending Spoons for $1.28B, that conversation feels especially relevant today. 👇
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happy to report no chip shortage at @Bloomberg
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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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Another half marathon in the books! Training threw everything at me this year — so feeling extra grateful to finish strong & celebrate the best city.
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Best way to kick off the day is breaking news & comparing sleep scores w/ @EdLudlow
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What a week what a week Just got off @BloombergTV discussing our story this AM about AI anxiety
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With today's SpaceX/Cursor merger news, here's the VC takeaway: Thrive Capital and Andreessen Horowitz are the reason "concentration at all costs" is becoming a more trendy strategy in venture capital. They're both notable SpaceX investors and make up the two largest VC stakeholders in Cursor, backing the coding startup early & more importantly, constantly. Andreessen Horowitz was already poised to make its best return of all time from SpaceX, and is now expected to have even more exposure in the rocket/AI co. Thrive's combined stake in Cursor/SpaceX is now worth north of $10 billion. More in @technology and @BloombergTV
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no sunday scaries in san francisco 🫶
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Back from the most amazing honeymoon in Japan. What did I miss!
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Replying to @Suhail
it is literally something the KV partner who led the deal talked up...
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Agents have entered the physical world
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On soon to talk about the latest in VC land with @BloombergTV @technology
Founders Fund has raised $6 billion for a new fund, reports @nmasc_ on @TheTerminal Will discuss details of it on the show today. This is the firm's largest haul ever.
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One year in. So blessed ♥️
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ALT Spongebob Best Day Ever GIF

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Powered by a rare Dunkin in California
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Enjoyed this point of view from @andrewdai on valuation sensitivity at the early stages (even if you are building a neolab). Often founders think a high valuation will establish importance and dominance in ways that recruit others to join their mission - but what if it is the opposite?
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seven years since my one-way ticket to san francisco♥️grateful every day to this city - for the best friends, the dream job, and the loml
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Day 1 of Upfront Summit wrapped! My annual excuse to come to Los Angeles and source up with the greats over green juices & avocado toast
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It’s going to be an absolute mad dash to all these IPOs, so no time like the present to become a source! Signal is 921 271 0912
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Ok who wants to break some news
OK We're at the point in the AI news cycle where I've decided to finally buy an Oura ring
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+ Re-upping our @business scoop from last night bloomberg.com/news/articles/…
*Multiple* AI labs are in the fundraising market right now, and @RebeccaTorrenc5 & I have the scoop on the latest. bloomberg.com/news/articles/…
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First time on Bloomberg TV today! Thanks @EdLudlow for the great conversation on Replit’s latest funding talks & the crazy vibe-coding race
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And yes I’m still reporting out of San Francisco! Tips and leads welcome: mascarenhasn@bloomberg.net 💌
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Some professional news: I’m joining Bloomberg! Same city, same beat — covering the endlessly dynamic world of venture capital and startups. talkingbiznews.com/media-new…
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Inside Sequoia Capital’s leadership shakeup — and the internal tensions that built up before Roelof Botha’s exit. Exclusive reporting w/ @Katie_Roof theinformation.com/articles/…
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What a week what a week what a week! - Hosted @theinformation's TITV from WTF Summit, with interviewing @merritthummer, @aparnacd, and @duckbillai CEO Meghan Joyce - Interviewed @ninaachadjian & @LM_Braswell about the dizzying race of AI dealmaking (and DPI) - And had a candid conversation with Birdies CEO @biancagates, KiwiCo CEO @sandraohlin and Clare V CEO Clare Vivier about e-commerce (from tariffs to AI implementation) - Plus stay tuned for on-scene interviews with @campbell_brown and @Jessicalessin
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Mercor co-founder and Cursor co-founder have both left their companies this month
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Behind the scenes TITV happenings at The Information’s annual WTF Summit 🍷🎙️🗞️
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It’s spooky pepper season
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