Natasha Mascarenhas

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39 appearances 1 recordings 1 series first heard Jan 2026 last heard 16 Jan

Natasha Mascarenhas’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Bloomberg Tech · Trump Wants Big Tech to Pay for Power · 16 Jan 2026 podcast

Totally.

So the last time we reported that Replit was raising, it was only four months ago in September at a $3 billion valuation.

Now we're hearing that it's at a $9 billion valuation, going to raise $400 million from an existing investor-led round, Georgian.

And we're not surprised.

Back-to-back fundraising is more common than not in AI startups these days, and Replit as a coding company is no exception.

Yeah, when I think about coding startups, I think about two buckets.

I think about the ones that are focusing on selling to enterprises, the big corporations.

I think that's cursor and anthropic.

Then there's a second bucket, and that's where I really place Replit.

It's focusing on getting the non-developer to use vibe coding at their organization.

And it's a big theme I'm hearing as I ask CEOs what they're thinking about for 2026.

They want you to prototype and not be living in your docs and decks too much.

So when I think about investor interest in Replit, it's really a bet on getting the non-technical coders to start shipping apps and trying it themselves.

It's going to be a very busy year.

You know, when I think about what used to be the standard in Silicon Valley, I used to think you need an outside investor to value each new round to give you sort of a new mark in Silicon Valley of being deserving of that valuation.

For me now, that's a retired concept.

Seeing Georgian come in and back an existing investment at that higher valuation is considered them making a smart and savvy move with asymmetric information.

So I expect to see a lot more existing investors marking up their stakes, looking to double down on their big bets and get bigger chunks of those startups because we definitely know they're going to be raising more and maybe diluting that ownership as time goes on.

The batteries are also getting better, more efficient, more powerful.

And there also have been significant breakthroughs in high-precision manufacturing.

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