natasha mascarenhas
@nmasc_
VC & Startups Reporter, Dealmaker columnist @theinformation Tell me things anonymously on Signal at nmasc.03 or 925 271 0912
Scoop: Boris Cherny and Cat Wu are back at Anthropic, two weeks after joining Cursor. 🤯🤯🤯 theinformation.com/briefings/anth…
Scoop w/ @srimuppidi on early conversations for Anthropic's next financing, which investors say will value the company over $100 billion theinformation.com/articles/inves…
I have thought more about recruiting in the past month than I have in my entire VC reporting career. Some details on other moves underway in Dealmaker today: theinformation.com/articles/andre…
ICYMI: theinformation.com/briefings/anth…
BREAKING: Claude Code PMs Boris Cherny and Cat Wu have returned to Anthropic after a brief stint at Cursor.
New column w/ @coryweinberg on speed & greed theinformation.com/articles/speed…
"The agenda became soon obvious when the staffers were ushered into a conference room: Sitting near Windsurf CEO Varun Mohan was Google co-founder Sergey Brin, while Google’s top AI executive, Demis Hassabis, appeared on a video screen from another location."
NEW: Inside 96 hours of Windsurf whiplash: OpenAI talks broke down, Google brought out the velvet rope & Cognition sealed a deal. theinformation.com/articles/winds…
anthropic launching claude for financial services today shows it's pushing further into the ai apps' territory supports my view earlier this month that at ~15x ARR, where it last raised, it's the closest thing ai has to a value investment
On Thurs, the 40 ppl joining Google got notified in a special meeting- they got comp worth 2x’d their Windsurf shares On Fri, the rest found out & Windsurf execs started talking to multiple suitors about acquisition. Cognition acquired everything and accelerated vesting.
You're making fun of the name. You're comparing us to another digital tech streaming show. You're scoffing. You don't believe. We're building. We're in the arena. We have @akashpasricha hosting. We actually get the facts. TITV. Tee Eye Tee Vee. Know it, watch it.
Scoop: Cognition to acquire Windsurf's remaining employees, IP, product theinformation.com/briefings/cogn…
First morning of @theinformation TV!
Introducing The Information’s TITV: First in tech news and analysis. Goes live in an hour on theinformation.com/titv and The Information app. And stay tuned for an exclusive with Mark Zuckerberg on his AI offensive at 10:30 am PT / 1:30 pm ET.
Introducing The Information’s TITV: First in tech news and analysis from the people that break and shape the story. The rest is just commentary. Tune in today at 10 am PT / 1 pm ET at theinformation.com/titv or The Information app.
Windsurf employees, I’m at +1 925 271 0912 on Signal or you can email me at [email protected]. Looking to get to the bottom of the terms that have been communicated about the alleged payouts