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VOICE ARCHIVE

Maria Heeter

@heetermaria
13 posts
2024-02-22
NEWS: Sequoia partner Andrew Reed is set to join Klarna's board, replacing partner Matthew Miller, who led an effort to remove former Sequoia leader Michael Moritz as board chair. W/ @KateClarkTweets [image]
2024-02-22 View on X
The Information

Sources: Sequoia has picked partner Andrew Reed to replace Matthew Miller on Klarna's board; Miller had led a failed effort to remove board chair Michael Moritz

The Information : X: @heetermaria and @kateclarktweets X: Maria Heeter / @heetermaria : NEWS: Sequoia partner Andrew Reed is set to join Klarna's board, replacing partner Matthew ...

NEWS: Sequoia partner Andrew Reed is set to join Klarna's board, replacing partner Matthew Miller, who led an effort to remove former Sequoia leader Michael Moritz as board chair. W/ @KateClarkTweets [image]
2024-02-22 View on X
Bloomberg

Sources: the Sequoia-Klarna spat stemmed from Klarna co-founders Sebastian Siemiatkowski and Victor Jacobsson, dragging Michael Moritz and Sequoia into the fray

- Disputes within Klarna spilled over into high-profile VC drama  — Sequoia backtracked on plans to boot Moritz from board X: @aishagani and @aishagani X: Aisha S Gani / @aishagani...

2023-12-27
Want in on cautious-OpenAI-rival Anthropic's $750M fundraise? Gotta pay a toll to VC @MenloVentures Menlo is raising $ from other investors for its investment into Anthropic—for a fee. ("How is Menlo putting $750M into Anthropic, their AI fund is $1.3B?" 👇 They're not, rlly) [image]
2023-12-27 View on X
The Information

Sources: Anthropic projects $850M+ in annualized revenue by 2024's end, or $70M+/month, an increase of over 8x from its monthly revenue around September 2023

3 months ago, that estimate was $500MM. And for the ongoing raise, Menlo is using an SPV with a fee for other investors to join. https://www.theinformation.com/ ... Stephen Loynd /...

2023-11-23
Lots of things hung in the balance this week... including OpenAI employees' second houses. The $86B share sale (w/ participation from Ashton Kutcher's venture fund) is back on https://www.theinformation.com/ ... Scoop w/ @KateClarkTweets
2023-11-23 View on X
The Information

Source: a breakthrough spearheaded by OpenAI chief scientist Ilya Sutskever enabled a model that could solve basic math problems, stoking excitement and concern

One day before he was fired by OpenAI's board last week, Sam Altman alluded to a recent technical advance the company …

Lots of things hung in the balance this week... including OpenAI employees' second houses. The $86B share sale (w/ participation from Ashton Kutcher's venture fund) is back on https://www.theinformation.com/ ... Scoop w/ @KateClarkTweets
2023-11-23 View on X
The Information

Source: an OpenAI employee share sale valuing the company at $86B is back on track after Sam Altman's reinstatement and is expected to close in December

Maria Heeter / The Information : Bluesky: @fack.bsky.social . X: @rm_infinite , @westcoastbill , @nearcyan , @barret_zoph , @chiefaioffice , @qmaqdk , @kateclarktweets , @ftraderf...

2023-11-02
National nightmare is over ... embattled logistics startup FLEXPORT finalizes acquisition of the tech assets of collapsed freight broker CONVOY - Dan Lewis CEO of Convoy will be joining Flexport, sources tell @theo_wayt, @anngehan and me SCOOP: https://www.theinformation.com/ ...
2023-11-02 View on X
The Information

Flexport acquires shuttered digital freight startup Convoy's tech stack, doubling down on US trucking; a source says Convoy CEO Dan Lewis will join Flexport

Flexport has reached a deal to buy the technology of shuttered trucking startup Convoy, as Flexport doubles down on its U.S. trucking ambitions …

2023-10-20
Convoy is shutting down + the majority of its executive team is leaving. Dramatic collapse for a business that raised $1B from investors. Lenders are negotiating w/ potential buyers of the tech stack, though haven't formally taken control. @theo_wayt https://www.theinformation.com/ ...
2023-10-20 View on X
The Information

Trucking marketplace Convoy starts shutting down; sources: the startup had ~$320M in 2023 revenue by early October, on pace to fall short of the $630M in 2022

Trucking Startup Backed By Bezos And Gates—Shutting Down After Failing To Find Buyer, Report Says Taylor Soper / GeekWire : Convoy collapse: Read CEO's memo detailing sudden shutdo...

Scoop/story update: Convoy investors have been told they are being completely wiped out ($0 return!!), even if Convoy's tech is sold. Convoy's lenders are now in effective control of what's left of the company after a GS sale process failed. https://www.theinformation.com/ ...
2023-10-20 View on X
The Information

Trucking marketplace Convoy starts shutting down; sources: the startup had ~$320M in 2023 revenue by early October, on pace to fall short of the $630M in 2022

Trucking Startup Backed By Bezos And Gates—Shutting Down After Failing To Find Buyer, Report Says Taylor Soper / GeekWire : Convoy collapse: Read CEO's memo detailing sudden shutdo...

2023-06-26
@rachelagraf Bbg following after @theinformation with more details on terms (the $1.25B, which I first reported, is immediately available to the company - there's also a secondary credit line) https://www.bloomberg.com/...
2023-06-26 View on X
The Information

Source: a group of investors led by Apollo Global Management plans to make a $1B+ debt investment in US-based chipmaker Wolfspeed, which has a $6B market cap

SCOOP: Apollo leading a $1B+ debt investment into $6B publicly traded chipmaker Wolfspeed $WOLF. Appears to be one of the biggest non-take private direct lending deals of the year. Latest for @theinformation: https://www.theinformation.com/ ...
2023-06-26 View on X
The Information

Source: a group of investors led by Apollo Global Management plans to make a $1B+ debt investment in US-based chipmaker Wolfspeed, which has a $6B market cap

2023-03-12
Scoop: Jefferies traders contacting founders w/ offers for SVB claims. Bids said to have started at 70 cents on the dollar but unclear who's actually biting https://www.theinformation.com/ ...
2023-03-12 View on X
Bloomberg

SVB draws support from 300+ VC firms, including General Catalyst, while 1,200+ founders and CEOs sign a Y Combinator petition asking the US Congress to act

More than 100 venture capital and investing firms have signed a statement supporting Silicon Valley Bank, part of mounting industry calls …

2022-11-03
Chime has cut 12% of its staff. The “neobank” (explanation below) had previously targeted a $35-45B IPO, per Forbes. Like most everyone else, plans have been put on hold. My latest for @theinformation: https://www.theinformation.com/ ...
2022-11-03 View on X
The Information

Neobank Chime lays off 12% of its 1,300-person workforce, or ~150, citing “current market dynamics”; Chime raised $750M at a $25B valuation in August 2021

2022-10-22
SCOOP: $2.5 billion cybersecurity startup Cybereason is for sale. Working w/ JPMorgan to find a buyer. Signal for more consolidation in cybersecurity, particularly endpoint security. From @KevKubernetes + me for @theinformation: https://www.theinformation.com/ ...
2022-10-22 View on X
The Information

Source: Israeli cybersecurity startup Cybereason, which is valued at $2.5B, hired JPMorgan to find a buyer, after abandoning its IPO plans for earlier in 2022

The Information :