
In charge of big tech coverage at Bloomberg. Author of NO FILTER: The Inside Story of Instagram, from @simonschuster.
San Francisco, CA
Joined August 2008
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No Filter: The Inside Story of Instagram is now published!!! Now you can read it and tell me what you think:
simonandschuster.com/books/N…
Sarah Frier retweeted
Anthropic told investors that it had achieved profitability in Q3 on an adjusted basis
The co is generating positive free cash flow, had adjusted gross margin of 85% and an over 11% positive adjusted operating margin as of the third quarter, sources tell @bloomberg
bloomberg.com/news/articles/…
Sarah Frier retweeted
We have more of the @AnthropicAI metrics ahead of it highly anticipated IPO
Scooping with the gang @BTLipschultz, @RebeccaTorrenc5 & @shiringhaffary
bloomberg.com/news/articles/…
Sarah Frier retweeted
NEW: As Google unveils Gemini 4, sources tell us there's a gap b/w how it scores on benchmarks and how it performs on real-world tasks, including certain coding work. Internally, opinions are mixed on whether it has caught up to OpenAI & Anthropic.
Scoop w/@byJuliaLove @EdLudlow
Sarah Frier retweeted
Scoop from @RebeccaTorrenc5, @EdLudlow & @shiringhaffary: OpenAI's new fundraising round is expected to bring in at least $30 billion in new capital at a $1.4 trillion valuation.
It's basically a bridge round, set to help the co with capital needs instead of a near-term IPO
Sarah Frier retweeted
New w/ @rachelmetz: For the past few days, the normie world has been getting a glimpse of the long-running "we're all gonna die" story in AI. But what is it, exactly, that we're talking about when we talk about doom? Or rather, what are we NOT talking about? (Accountability.)
Sarah Frier retweeted
Meet Zuckerberg's right-hand Dina Powell McCormick.
She's president of Meta Compute and a dealmaker and fixer helping the company tackle its thorniest problems -- "the last person who’s consulted on really important decisions." @business @rileyraygriffin:
bloomberg.com/news/articles/…
Sarah Frier retweeted
Spoke to a dozen founders over the past few days to get a pulse check on how the Anthropic safety push is landing
My latest w/ help from @rachelmetz & @sarahfrier
bloomberg.com/news/articles/…
Sarah Frier retweeted
SCOOP: Sequoia Capital has raised $10 billion under its new leaders—the firm's first fundraising haul since the shakeup.
We dove deep into @Alfred_Lin and @gradypb's revamped strategy, which includes around-the-clock dealmaking and bold AI bets like $2.5 billion on Anthropic👇
Sarah Frier retweeted
Wow. Great Investigation from @oliviasolon @jeffykao and Priyanjana Bengani on how Phia, a startup founded by Bill Gates’ daughter Phoebe, takes $$ from other outlets (e.g. Wirecutter) by surreptitiously injecting its affiliate code into transactions it didn’t actually generate.
Phia — the buzzy shopping app co-founded by Bill Gates' daughter, Phoebe — is claiming credit for online sales it didn’t actually drive, a Bloomberg investigation found. Read our exclusive story: bloom.bg/4wErGxe
📷️: Dia Dipasupil/Getty Images
Sarah Frier retweeted
Personal News: I'm back from maternity leave!
Six months away has reminded me how lucky I am be a reporter. I'm diving back into covering Google, platform accountability & algorithmic bias for @technology, and excited to see what the rest of 2026 brings.
Sarah Frier retweeted
NOW: #BloombergTech kicks off in San Francisco with @Netflix Elizabeth Stone, @Salesforce @madhavtt, and @cerebras @andrewdfeldman.
xitter.gq/i/broadcasts/1jGXggjZN…
Andy Jassy's leaner, AI-infused, ludicrously diversified Amazon turns five this summer.
Discuss: bloomberg.com/features/2026-…
For Bloomberg Businessweek's AI issue w/@BradStone
Sarah Frier retweeted
Scoop w/ @EdLudlow on the latest in the Anthropic fundraising race. There are early talks to raise more than $30 billion at a $900 billion pre-money valuation.
The startup still hasn't signed a term sheet or named a lead, sources tell us, but existing investors have discussed allocations
bloomberg.com/news/articles/…
Sarah Frier retweeted
NEW: Google is planning to invest $10 bil now and up to $40 bil in future in Anthropic, in a major expansion of their partnership.
Google will also provide 5 GW of compute over 5 yrs, starting to come online 2027
w/ @byJuliaLove
bloomberg.com/news/articles/…
Sarah Frier retweeted
Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence.
Bloomberg's Shirin Ghaffary explains what’s driving the move. She joins Ed Ludlow on “Bloomberg Tech" bloom.bg/48nKR4J
Sarah Frier retweeted
NEW: OpenAI’s Fidji Simo announced exec changes to staff today: she is taking medical leave for several weeks, COO Brad Lightcap is transitioning to a new role, and CMO Kate Rouch is stepping down to focus on her cancer recovery.
More here: bloomberg.com/news/articles/…
Amy Hood, Microsoft's longtime chief financial officer, has long operated more like a chief operating officer. In the AI age, that brings a lot of sway over the enormous checks the company is writing: bloomberg.com/news/features/…
Sarah Frier retweeted
Bloomberg's AI + VC reporting team is hiring a new editor based in San Francisco!
Been an absolutely amazing, ambitious (and growing!) team to be a part of, more details on the new role below
bloomberg.avature.net/career…
Sarah Frier retweeted
This is huge. I remember reading about Charles' work in "No Filter" the excellent book on the history of Instagram by @sarahfrier. A real coup for OpenAI here.
An intriguing SCOOP indeed: @OpenAI has just poached @CharlesPorch from @Meta to be its first-ever VP of global creative partnerships. At Instagram, he was known for bringing big-name celebs onto the platform.
Let the AI battle for Hollywood begin.
vanityfair.com/news/story/op…
On today’s Big Take podcast: @sarahfrier and @sarahsholder break down why the pressure is building on tech companies to prove their AI investment will pay off — and soon bit.ly/49Xt0Tl
























