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
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Replying to @KunalLunawat
omg I must go!
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every few months i remember how good khichdi is and honestly what a gift
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A Dallas-based VC firm with 30 people has raised $10 billion mega-fund to back growth stage AI, defense startups bloomberg.com/news/articles/…

Disruptive Closes $10 Billion Megafund for AI, Defense Startups

The Dallas-based firm plans to back 10 later-stage companies with $1 billion each.

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Natasha Mascarenhas retweeted
Shirin Ghaffary
@shiringhaffary
Oct 27
I wrote about why Anthropic’s IPO is a defining moment for Wall Street and the AI business model bloomberg.com/news/articles/…

Anthropic’s IPO Sets Up Defining Moment for Wall Street and AI Boom

Anthropic PBC’s initial public offering is laying bare the stark extremes of the multi-trillion-dollar AI boom business model: astonishing growth paired with uncertainty about demand and the spending...

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More in VC stakes here: bloomberg.com/news/articles/…

Anthropic IPO to Drive Blockbuster Gains for Iconiq, Spark, GIC

By the time Iconiq made its first investment in Anthropic PBC in 2025, the artificial intelligence developer was valued at $183 billion — more than almost any other tech startup in the world — and...

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Big s/o to @shiringhaffary and @rachelmetz for going through the corpus of Anthropic risk filings before sunrise bloomberg.com/news/articles/…

Anthropic Warns of Existential Risks, Liability and Slowing Sales

Anthropic PBC’s filing for a landmark initial public offering included nearly 100 pages of risk factors, an unusually exhaustive set of disclosures for how the company’s artificial intelligence...

bloomberg.com
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From Diplo-fueled wealth management parties to the golden era of VC, some string from yours truly in this great sweepy @shiringhaffary story: bloomberg.com/news/articles/…

Anthropic’s IPO Sets Up Defining Moment for Wall Street and AI Boom

Anthropic PBC’s initial public offering is laying bare the stark extremes of the multi-trillion-dollar AI boom business model: astonishing growth paired with uncertainty about demand and the spending...

bloomberg.com
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Natasha Mascarenhas retweeted
Shirin Ghaffary
@shiringhaffary
Oct 26
We went through the entire 94 pages of Anthropic's risk factors so you don't have to with @rachelmetz gift link: bloomberg.com/news/articles/…

Anthropic Warns of Existential Risks, Liability and Slowing Sales

Anthropic PBC’s filing for a landmark initial public offering included nearly 100 pages of risk factors, an unusually exhaustive set of disclosures for how the company’s artificial intelligence...

bloomberg.com
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Replying to @tanayj @gokulr
actually great name
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Replying to @MichaelRoddan
Awesome reporting as usual
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Really informative (and staggering) data story from the @bloomberg team on Anthropic's revenue surge & compute bills bloomberg.com/graphics/2026-…

Anthropic’s Massive Revenue Surge Comes With Ballooning Computing Bill

The AI giant must convince investors it can maintain rapid growth amid fierce competition while managing billions in computing costs. Bloomberg breaks down the numbers.

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Ant S-1: Nearly 100 pages of risk factors yet I'm still thinking about Anthropic highlighting "status quo" as one of its top competitors
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ALT Celebration Applause GIF

Natasha Mascarenhas
@nmasc_
Oct 14
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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VCs, have no fear: You may not be in the S-1, but you are in this roundup from me and @RebeccaTorrenc5. A look at some of the investors poised for blockbuster gains from Anthropic’s eventual IPO bloomberg.com/news/articles/…

Anthropic IPO to Drive Blockbuster Gains for Iconiq, Spark, GIC

By the time Iconiq made its first investment in Anthropic PBC in 2025, the artificial intelligence developer was valued at $183 billion — more than almost any other tech startup in the world — and...

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Ant S-1: In Q2, Anthropic was spending about 48 cents on compute and infrastructure for every dollar of sales. bloomberg.com/news/articles/…

Anthropic Files for IPO to Become First Frontier AI Lab to List

Anthropic PBC filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.

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ANT S-1: The company spent $8.9 billion on computing power and infrastructure in the six months that ended June 30, up 283% from the year prior. bloomberg.com/news/articles/…

Anthropic Files for IPO to Become First Frontier AI Lab to List

Anthropic PBC filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.

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Anthropic discloses only one venture capitalist in its S-1 filing: 37-year-old Yasmin Razavi. The Spark Capital GP is also the only VC backer who holds a board director seat. bloomberg.com/news/articles/…

Anthropic Files for IPO to Become First Frontier AI Lab to List

Anthropic PBC filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.

bloomberg.com
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Natasha Mascarenhas retweeted
Sarah Hess
@hesspresso_
Oct 25
the moat is the friends you made along the way
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The best
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I’m old enough to remember thinking party rounds were the peak
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