I write about venture capital & the circles that run Silicon Valley for Bloomberg @technology. Find me on Signal at 1 925 271 0912.

Joined November 2015
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I profiled the AI investing efforts of Iconiq, a firm that has poured over $5 billion into AI startups to date ($3 billion of which was last year alone) Iconiq has quietly become one of the largest - if not the largest - investors in Anthropic. I scoop more on its stake, funds returns, previously unknown clients, and fundraise plans in the most detailed profile on the secretive firm to date: bloomberg.com/news/articles/…
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Go Knicks and thank you for the early night back in SF 🙏
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After 18 years with Bloomberg, @CarolineHydeTV is taking on a new journey away from the hustle and bustle of news. We wish her the best in her new adventure! bloom.bg/4elgNbY
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Sources: Founders Fund's ~3% stake in SpaceX is now worth $50B , after investing $600M; a16z will get the biggest return in its history, with a $10B stake (Bloomberg) (Visit Techmeme dot com for the link and full context!)
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Nothing is better than watching your friends soar ❤️ Anissa is an absolute star & such a great get by the WSJ!
🗞️PERSONAL NEWS: I’m thrilled to share that I’m joining The Wall Street Journal next month as a reporter covering cloud computing and AI infrastructure. I’ve loved reporting on the wild world of data centers, compute, and energy over the past 3 years, and I’m incredibly excited to continue doing so with the @WSJ team.
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Our second meeting went a little smoother. Huge congrats to my new friend @AlvaradoJose15 and the @nyknicks on their historic comeback. Don't ever count NYC out. One more to go. Let's Go Knicks!
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Sources: Meta has completed an operational split with Manus and stopped data sharing; Manus is exploring options, including raising ~$1B to fund a buyback (@rileyraygriffin / Bloomberg) (Visit Techmeme dot com for the link and full context!)
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New: Hollywood talent agency CAA is partnering with its old friends at private equity firm TPG to invest in the businesses of YouTube stars, podcasters, etc. It’s starting with $250 million. bloomberg.com/news/articles/…
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"The ultimate test of the “new power law” will be the sizes of the checks that make their way back to venture investors when, or if, their late-stage bets get an exit." Read more on VC math changing from my colleague @RebeccaTorrenc5 bloomberg.com/news/newslette…
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I swear nothing annoys me more than being so locked into a product that I have to immediately replace it when its lost before I'm even done looking for it. Sincerely, Natasha 24 hours into life without AirPods
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AI inference is the new hot issue in VC! Scoop from me: Fireworks AI is in talks for a $15 billion valuation, which would make it the highest-valued AI inference startup. Index Ventures set to co-lead the round. bloomberg.com/news/articles/…
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"My guess is that over time the core set of companies working to advance the frontier [of AI] are going to need access to capital. I think public markets are very well suited to that." President & Co-Founder, @AnthropicAI @DanielaAmodei #BloombergTech ⏯️bloom.bg/4e2kH9p
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NEW: Airbnb CEO Brian Chesky is starting a new AI lab. Company is in its early phases, and considering a focus on design and UI. Chesky will remain CEO of Airbnb. Per sources. w/ @EdLudlow @natlungfy bloomberg.com/news/articles/…
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On working with Anthropic, "It was a leap of faith. We went in on that leap of faith." President & CEO @Broadcom Hock Tan #BloombergTech @tsgiles ⏯️bit.ly/4e8c1i4
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Back from the most amazing honeymoon in Japan. What did I miss!
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Scoop: Benchmark has raised $2 billion across two new funds, including its first growth fund, a big shift for a firm that spent decades defending a smaller, focused approach to venture investing. Details here: wsj.com/finance/investing/si…
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