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VOICE ARCHIVE

Natasha Mascarenhas

@nmasc_
134 posts
2026-02-24
Scoop: Anthropic has kicked off its share sale for employees, with investors lined up for a deal size of between $5B-$6B w/ @shiringhaffary & @RebeccaTorrenc5 https://www.bloomberg.com/...
2026-02-24 View on X
Bloomberg

Sources: Anthropic has lined up $5B to $6B for an employee share sale at a ~$350B valuation; outside investors, not Anthropic, will buy up the insider shares

2026-01-24
*Multiple* AI labs are in the fundraising market right now, and @RebeccaTorrenc5 & I have the scoop on the latest. https://www.bloomberg.com/...
2026-01-24 View on X
Bloomberg

Sources: Richard Socher's Recursive is in talks to raise hundreds of millions at a $4B pre-money valuation to build self-improving superintelligent AI

2026-01-23
*Multiple* AI labs are in the fundraising market right now, and @RebeccaTorrenc5 & I have the scoop on the latest. https://www.bloomberg.com/...
2026-01-23 View on X
Bloomberg

Sources: Richard Socher's Recursive is in talks to raise hundreds of millions at a $4B pre-money valuation to build self-improving superintelligent AI

2025-10-09
Scoop: Cursor has been approached with investment offers at a $30 billion valuation & is considering a new fundraise. Some existing shares have recently sold at around that price, too. https://www.theinformation.com/ ...
2025-10-09 View on X
The Information

Sources: Cursor-maker Anysphere is considering investment offers at a ~$30B valuation; Cursor generates $500M in ARR as of June, the third highest for an AI app

Natasha Mascarenhas / The Information : X: @nmasc_ X: Natasha Mascarenhas / @nmasc_ : Scoop: Cursor has been approached with investment offers at a $30 billion valuation & is cons...

2025-07-25
Scoop: Elad Gil is raising a $1.5 billion fund, which if closed would be one of the largest hauls for a solo GP. More in Dealmaker today! https://www.theinformation.com/ ...
2025-07-25 View on X
The Information

Sources: Elad Gil is raising a fund of ~$1.5B that could grow to $2B based on investor interest, making it one of the largest fundraising hauls for a solo GP

Natasha Mascarenhas / The Information : X: @nmasc_ X: Natasha Mascarenhas / @nmasc_ : Scoop: Elad Gil is raising a $1.5 billion fund, which if closed would be one of the largest h...

2025-06-19
NFDG has a killer investment portfolio — Figma, Rippling, Perplexity, Stripe, Cursor, etc. Meta would be scooping up two of the best dealmakers & thinkers in the Valley & a whole lotta intel.
2025-06-19 View on X
The Information

Source: Meta is in advanced talks to hire Nat Friedman and Daniel Gross to help lead its AI efforts and maybe partly buy out their VC fund, NFDG, worth billions

Meta Platforms is in advanced talks to hire the prominent artificial intelligence investors Nat Friedman and Daniel Gross …

2025-03-28
SCOOP: The Chinese startup behind Manus AI has been meeting investors across Silicon Valley, seeking capital at a valuation of $500 million. W/ @JuroOsawa & @jingyanghk https://www.theinformation.com/ ...
2025-03-28 View on X
The Information

Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation

The Information :

2024-12-28
Bench shut down is a big deal - especially this time of the year. Watching customers and employees melt down all over my LinkedIn/X feed https://www.theinformation.com/ ...
2024-12-28 View on X
The Information

Bookkeeping startup Bench, which raised $100M+ including from Shopify, closes down effective immediately; several employees say Bench also laid off staff

it's reputation-ending Leadership means accountability Rohit Mittal / @rohitdotmittal : Does anyone know how to go about buying Bench's assets? I'm sure investors have counsel to s...

2024-12-21
Interesting shuffle: Former Google search ads exec, who joined OpenAI earlier this year to lead development of search and AI for enterprise, has left the co. https://www.theinformation.com/ ... w/ @amir [image]
2024-12-21 View on X
The Information

Shivakumar Venkataraman, a longtime Google executive who joined OpenAI earlier in 2024 to help lead the development of search and AI for enterprise, has left

The Information :

2024-11-28
As for what's next? I'm hearing he's had discussions with the incoming administration, looking at the Department of Government Efficiency. https://www.theinformation.com/ ...
2024-11-28 View on X
The Information

a16z General Partner Sriram Krishnan is leaving after four years; a source says he has talked to Elon Musk about joining the Department of Government Efficiency

The Information :

As for what's next? I'm hearing he's had discussions with the incoming administration, looking at the Department of Government Efficiency. https://www.theinformation.com/ ...
2024-11-28 View on X
Forbes

Young founders and coders applying for Elon Musk's DOGE cite a range of professional and civic motivations; sources say DOGE is seeking 100 full-time DC hires

The incoming Trump administration's planned agency for cutting government excess is seeking 100 full-time hires in the nation's capital …

2024-08-06
@theinformation ... To catch you up on some of the recent departures/changes at OpenAI - Last month, Alexsander Madry, an exec in charge of ensuring AI won't harm society, was reassigned to a different role within OpenAI's research organization. - In May, Jan Leike, who led OpenAI safety team +
2024-08-06 View on X
@johnschulman2

OpenAI co-founder John Schulman departs to join Anthropic and focus on AI alignment, and says “I'm not leaving due to lack of support for alignment research”

I shared the following note with my OpenAI colleagues today: I've made the difficult decision to leave OpenAI. This choice stems from my desire to deepen my focus on AI alignment, ...

2024-07-26
Khan is talking about the importance of “open weights models” among AI companies. Cloud gatekeepers, model costs, all factors that FTC is looking at right now when thinking about AI policy.
2024-07-26 View on X
Bloomberg

FTC's Lina Khan says open-weights AI models can promote competition and “liberate startups from the arbitrary whims of closed developers and cloud gatekeepers”

noting that the FTC has now banned non-competed. The crowd of founders started clapping in Lauren Goode / @laurengoode : FTC Chair @linakhanFTC, and earlier, Asst Attorney General ...

She said “openness is just one way to promote a level playing field for startups.” She explains that founders have told her that they're struggling to hire due to locked up talent pools — noting that the FTC has now banned non-competed. The crowd of founders started clapping in
2024-07-26 View on X
Bloomberg

FTC's Lina Khan says open-weights AI models can promote competition and “liberate startups from the arbitrary whims of closed developers and cloud gatekeepers”

noting that the FTC has now banned non-competed. The crowd of founders started clapping in Lauren Goode / @laurengoode : FTC Chair @linakhanFTC, and earlier, Asst Attorney General ...

During the Q&A, Khan was asked about Slack's default opt-in for AI training on chats. She said she has told some firms that an overnight change on opt in/opt out policies could be illega, and that they are tracking it closely.
2024-07-26 View on X
Bloomberg

FTC's Lina Khan says open-weights AI models can promote competition and “liberate startups from the arbitrary whims of closed developers and cloud gatekeepers”

noting that the FTC has now banned non-competed. The crowd of founders started clapping in Lauren Goode / @laurengoode : FTC Chair @linakhanFTC, and earlier, Asst Attorney General ...

It is really interesting to see Garry Tan/YC work with Khan head on, especially as so many people in tech detest her for the FTC's anti-trust policies. (Also, what a week for YC to have a political event - chatting Paul Graham and Sacks drama in between all the chats)
2024-07-26 View on X
Bloomberg

FTC's Lina Khan says open-weights AI models can promote competition and “liberate startups from the arbitrary whims of closed developers and cloud gatekeepers”

noting that the FTC has now banned non-competed. The crowd of founders started clapping in Lauren Goode / @laurengoode : FTC Chair @linakhanFTC, and earlier, Asst Attorney General ...

FTC Chair Lina Khan kicks off her talk at Y Combinator HQ in downtown San Francisco. It's the second time she's spoken at the accelerator's HQ, and third time she's at a YC event, in the past twelve months. Starts w/ a shout out to @garrytan for advocating for “little tech” [image]
2024-07-26 View on X
Bloomberg

FTC's Lina Khan says open-weights AI models can promote competition and “liberate startups from the arbitrary whims of closed developers and cloud gatekeepers”

noting that the FTC has now banned non-competed. The crowd of founders started clapping in Lauren Goode / @laurengoode : FTC Chair @linakhanFTC, and earlier, Asst Attorney General ...

2024-06-21
Chip startup Cerebras has filed confidentially for an IPO. It also authorized new shares for an impending “F-1 round” at a steep discount to its prior round. Scoop w/ @steph_palazzolo: https://www.theinformation.com/ ...
2024-06-21 View on X
The Information

Source: AI chipmaker Cerebras confidentially filed for a US IPO; filing: in early June, it authorized new shares at a steep discount to its 2021 funding round

chip developer Cerebras has filed confidentially to go public. There's more to the story, though, as the company also authorized shares at a much lower price to its last round. htt...

2024-05-18
This comment by @janleike feels especially important for what it says about how resources were being allocated to superalignment. @sama says Leike is “right” in that OpenAI has “a lot more to do.”
2024-05-18 View on X
@janleike

[Thread] Superalignment team co-lead explains why he has left, says OpenAI's safety culture and processes took a backseat to shiny products over the past years

Yesterday was my last day as head of alignment, superalignment lead, and executive @OpenAI.

This comment by @janleike feels especially important for what it says about how resources were being allocated to superalignment. @sama says Leike is “right” in that OpenAI has “a lot more to do.”
2024-05-18 View on X
TechCrunch

Source: the Superalignment team was promised 20% of OpenAI's compute resources but requests for a fraction of that were often denied