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Newcomer· Tom Dotan·· 10 天前65

OpenAI 与 Anthropic 的最新融资活动显示其发展路径已出现分歧

Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths

要点速览

投资者正在对比 OpenAI 和 Anthropic 的融资轨迹,后者正与前者拉开距离,前者则渴望讲述复兴故事。尽管 AI 行业面临挑战,但据投资者称,Anthropic 的 IPO 仍按计划进行,其股票在长期投资者中存在“无限需求”,计划在感恩节前完成。Anthropic 对民主党更友好的立场也为其加分。

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    Anthropic 计划在纳斯达克上市前进行价值 35 亿美元的日本股票发售

  2. Newcomer··+3 天·当前阅读

    OpenAI 与 Anthropic 的最新融资活动显示其发展路径已出现分歧

    新增信息:Newcomer提到Anthropic对民主党持‘友好立场’。

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正文

With both OpenAI and Anthropic in the midst of highly visible fundraising campaigns, investors have a rare opportunity to compare the trajectories of the two companies.

Talking to investors who have backed both — and are considering participating in the current capital raises — you can see a clear divergence in how they are viewed. In short, Anthropic is distancing itself from its rival, while OpenAI is thirsting for a comeback story.

Even with the headwinds facing the AI industry these days — including what promises to be a much tougher political climate after Democrats’ resounding victory in Tuesday’s midterms — Anthropic’s proposed IPO still feels like it’s on track, according to investors we spoke to.

One of them, who has backed both OpenAI and Anthropic, described an “infinite demand” for Anthropic’s shares among long-term investors like mutual funds. He said Anthropic was “bulldozing right through” the bumpy landscape and was confident the planned IPO would happen before Thanksgiving. The fact that Anthropic has been more friendly to Democrats than most of the industry doesn’t hurt.

来源: Newcomer · newcomer.co