Anthropic拟以3500亿美元估值融资200亿美元

欢迎收听本播客。

Welcome to the podcast.

我是主持人杰登·谢弗。

I'm your host, Jayden Shafer.

今天节目中，我们将讨论Anthropic公司，它正处于筹集200亿美元新资本的最后阶段。

Today on the show, we're talking about Anthropic, is in the final stages of raising $20,000,000,000 in new capital.

我们会谈谈它们的估值。

We'll talk about their valuation.

我们会讨论谁在报道此事，它们到目前为止做了什么，谁在投资，当然，它们在印度扩张时与一些印度公司产生了一些法律纠纷。

We'll talk about who's reporting on this and what they've done so far, who's putting money into it, And, of course, they're getting into a little bit of legal trouble as they're expanding into India with some con companies in India.

所以，今天我们将会全面了解Anthropic的最新动态。

So, we're gonna get into all of the Anthropic news today.

在深入这些内容之前，我想提一下，如果你想尝试Anthropic的最新模型，我们刚刚在aibox.ai上新增了Anthropic的最新模型Claude Opus 4.6，以及另外40个AI模型。

Before we get into all of that, I wanted to mention, if you wanna try the latest models from Anthropic, we just added Claude Opus 4.6, the newest model from Anthropic to aibox.ai, along with 40 other AI models.

所以，如果你想尝试来自Cohere、DeepSeek、Google、OpenAI、Perplexity、Quen、xAI等公司的40个顶级模型，还有大量有趣的图像和音频模型。

So if you wanna try 40 of the top models from Cohere, DeepSeek, Google, OpenAI, Perplexity, Quen, xAI, tons of interesting image and audio models.

去 aibox.ai 看看吧。

Go check out aibox.ai.

此外，如果你以前用过我们的无代码 AI 应用构建器 AI Box，我们现在已将其升级为由 Claude Opus 4.6 驱动，能构建出更优秀的工具。

And in addition, if you've tried AI box in the past for our no code AI app builder, we've just upgraded it to be run by Cloud Opus 4.6, so it builds better tools.

这真的令人兴奋。

It's really exciting.

快去试试吧。

Go check it out.

描述里有链接。

There's a link in the description.

我们还新增了 8.99 美元的套餐，让你每月不到 10 美元就能访问 40 多个顶级 AI 模型，全部集中在一个平台上。

We've also just added a eight ninety nine tier, so you can get access for less than $10 a month to over 40 of the top AI models all in one place.

所以，去 aibox.ai 看看吧。

So, go check it out, aibox.ai.

我会在描述里附上链接。

I'll link it in the description.

好的。

Okay.

我们来聊聊Anthropic最近的情况。

Let's talk about what's going on with Anthropic.

我认为，目前投资者的需求非常强劲。

So, I think right now we're seeing really strong investor demand.

他们正在以3500亿美元的估值筹集200亿美元，这一切都是根据彭博社的报道。

They're raising $20,000,000,000 at a $350,000,000,000 valuation, and this is all according to reports coming out of Bloomberg.

显然，投资者非常希望参与其中。

So, investors really want to get in on this, obviously.

我的意思是，Anthropic是一家规模庞大的公司，正在做一些令人印象深刻的事情，但他们似乎已经将本轮融资目标翻倍了。

I mean, Anthropoc a massive company doing some really impressive things, but they have apparently pushed this round to double what its original target was.

他们原本并没有打算筹集200亿美元，但现在却成功做到了。

They weren't trying to go after $20,000,000,000, but they've been able to push it to that.

这次融资是在Anthropic完成130亿美元股权融资仅仅五个月后进行的，我认为，这几乎是紧随其后发生的。

And this raise is coming just five months after Anthropic closed a $13,000,000,000 equity round, which I think, I mean, this is right on the heels of that.

我认为这正显示出众多顶尖AI模型和AI实验室之间的激烈竞争。

I think this is showing just how much competition there is among a lot of these kind of top of the line AI models and these AI labs.

我的意思是，它们本质上需要无尽的算力，因此不得不尽快筹集无限的资金。

I mean, basically, they just need endless compute, and so it just drives them to basically raise endless capital as quickly as possible.

据悉，参与本轮融资的机构包括Altimeter Capital Partners、红杉资本、启明创投、Menlo Ventures、Coat Management、Iconic Capital，而且新加坡主权财富基金也参与其中。

So, the people that are expected to participate in this round is Altimeter Capital Partners, Sequoia Capital, Lightspeed Venture Partners, Menlo Ventures, Coat Management, Iconic Capital, and they apparently, Singapore's sovereign wealth fund is also getting in on this.

不过，我认为大部分资金实际上将来自Anthropic的战略合作伙伴——英伟达和微软。

I think a lot of the funding, however, is actually gonna be coming from Anthropix strategic partners, Nvidia and Microsoft.

所以这挺有意思的，因为在许多情况下，你看到的通常是这些初创公司从大型风投那里融资，以此获得成长所需的资金。

So, it's kind of interesting because I think, you know, in a lot of cases, you see companies, typically a lot of these startups, raising money from these big VCs, and that's how they get their money to kind of go and grow.

但对于这些AI实验室来说，它们本质上需要无穷无尽的资金，因此有趣的是，能开出如此巨额支票的人非常有限，而英伟达显然就是其中之一，因为它一直在投资每一家公司。

But in the case of these AI labs, I mean, they just need endless money basically, and so it's interesting to see, like, they get the money, like, there's only certain amount of people that can actually just give them these huge checks, and NVIDIA apparently is one of those because they keep investing into every company.

随着这些公司不断成长并进行更大规模的融资，英伟达作为一家上市公司，其估值也随之上升，从而能够筹集更多资金，更多人也投资于它，于是资金就在英伟达和这些其他AI公司之间循环流动，微软也处于类似的位置。

And then as the companies grow and do bigger rounds, well, NVIDIA's, you know, NVIDIA's bal the company is getting worth more, and so they're able to, as a publicly traded company, raise more money, and and more people are investing in them, and so they just kind of basically circulate the money between Nvidia and all of these other AI firms, Microsoft is kind of in a similar spot.

所以，这非常有意思，但真正能持续不断提供无限资金的，也就只有这些少数几家公司了。

So, I mean, is fascinating, but those are some of the only people that can really continue to sustain just dishing out unlimited amounts of money.

所以，目前所有的融资势头，我认为都是建立在Anthropic取得的一系列成功之上。

So, all of the fundraising momentum right now, I think, is kind of building on a bunch of wins that Anthropic has had.

他们的编码代理Claude Code，基本上是所有软件工程师心中的首选工具。

Their coding agent, Claude Code, is basically the, you know, the bell of the ball for all software engineers.

这是最受欢迎的工具。

It is the most popular tool.

而且我认为这是有充分理由的，比如我们在AI Box就用它来构建我们所有的项目。

And it also, I think for good reason, like we use it at AI Box to basically build everything we do.

我认为，我们的工程师使用它来辅助所有编码工作，效率提升了大约十倍。

And I would say we get about a 10 x out of our engineers using this to help with all of our coding.

所以我认为，尽管他们最近发布的最新模型主要聚焦于法律和商业研究领域。

So I think while their latest models that they have recently put out are like, they're really kind of focusing on legal and kind of like business research.

当他们推出这些工具时，确实让公开市场震动了一把。

And when they put those tools out, they honestly, they basically shook the public markets.

我们看到许多从事这些领域公司的股价暴跌，因为人们惊呼：天啊，这些公司可能很快就会变得无关紧要，因为Anthropic会直接切入这些市场。

We saw stocks collapsing from a lot of companies that work in in those spaces because they're like, oh my gosh, maybe these companies are gonna become irrelevant because Anthropic will just target those.

不过，我还想说的是，他们的竞争对手也在同样积极地推进。

The other thing I'll say though is that, like, their competitors are moving just as aggressively.

据报道，OpenAI 正在筹备一次高达一千亿美元的融资，而这两家公司都打算在即将到来的夏季股市高峰期之前寻求上市，这一点几乎人尽皆知。

OpenAI is reportedly looking to do a $100,000,000,000 fundraising round of its own, and both of these companies are like, I mean, basically everyone thinks that they're going to be trying to go after an IPO ahead of what is going to be a massive summer for the public markets.

XAI 最近被太空探索技术公司（SpaceX）收购了。

XAI recently, you know, was acquired by SpaceX.

这两家公司已经合并了。

Those two companies merged.

他们也被预期会作为 SpaceX 将由 XAI 设计的、用于支持人工智能的太空数据中心发射计划的一部分进行上市。

They're also expected to IPO as part of their kind of, you know, shooting data centers into space by SpaceX that are designed by xAI to power AI.

所以，这个夏天我们很可能会看到一些规模巨大的人工智能公司上市。

So, I mean, we're gonna see some massive AI IPOs this summer.

我的意思是，前提是这些公司都能按计划顺利推进。

I mean, assuming everything continues as planned for a lot of these companies.

但我认为目前，Anthropic 正在全力加速其全球扩张。

But I think right now, Anthropic, they're really just trying to accelerate their global expansion.

他们正在推出新产品。

They're rolling out new products.

他们正在开拓新市场。

They're hitting new markets.

我的意思是，他们投放了超级碗广告，这对OpenAI来说引发了不少争议，因为萨姆·阿尔特曼对此非常不满，因为那则广告暗示OpenAI会投放广告，而Anthropic并不这么做。

I mean, they ran a Super Bowl ad, which for, you know, OpenAI had a ton of drama because Sam Altman, he was he got pretty upset about this Super Bowl ad that was saying that, you know, OpenAI was gonna be putting ads in and and Anthropic doesn't do that.

因此，X平台上关于这件事闹得沸沸扬扬。

And so there's all this drama on on X about that.

但目前，Anthropic正在全面发力，全方位推进。

But right now, Anthropic is just is firing on all cylinders, so pushing in any in every direction.

他们多次提到的全球扩张计划之一，就是大力进军印度市场。

And part of their global expansion they've talked a lot about is this move into India, really focusing on India.

印度是OpenAI增长非常迅速的市场，甚至Perplexity也在这里取得了巨大增长。

This is somewhere that OpenAI has seen a ton of growth, and even Perplexity has seen a ton of growth.

因此，这些不同的AI公司都已大力进入这个市场，而印度人口如此庞大，我已经看到了很多成功案例。

So there's these different AI companies that have hit that market very hard, and with such a huge population, I have seen a lot of success.

不过，我要说的是，Anthropic 在印度似乎遇到了一些麻烦。

Now, what I will say for Anthropic is it feels like they've run into a bit of a snag in India.

据说有一家本地软件公司已经向法院提起诉讼，声称自2017年以来一直使用 Anthropic 这个名称，他们认为现在 Anthropic 试图进入该国，导致他们的客户产生混淆，他们基本上表示希望 Anthropic 更改名称，以免客户被混淆——这是一个有趣的问题，不仅限于印度，我甚至可以想象这种情况也可能在其他国家发生，看看这些公司如何应对会很有趣。

So there apparently is a local software company that has filed a court complaint alleging that it has operated under the name Anthropic since 2017, and they're arguing that now that Anthropic is trying to come into the country, this is causing their customers to be confused, And, you know, they're they're basically saying we want Anthropic to change its name so that, you know, our customers are not confused by it, which is an interesting problem, not just for India, but I mean, could imagine this could happen in other countries, and it'd be interesting to see how these how these different firms fight that.

至于像 ChatGPT 这样的名字，嗯，根本没人叫过 ChatGPT。

Now, in the case of something like ChadGPT, well, I mean, they you know, no no one else was named ChadGPT.

这根本不是人们之前会担心的事情。

This wasn't really something on top of people's minds.

但 Anthropic 这个名字相对来说没那么直接明了。

But Anthropic, it's kind of, you know, a less straightforward name.

也许世界上其他地方也存在使用这个名字的公司。

Could have imagined perhaps there's other companies around the world with this.

所以我觉得这个时机很重要。

So I think the timing on this is important.

Anthropic 一直在大力深化对印度市场的投入。

Anthropic, they've been really deepening their focus on India.

他们去年十月宣布了在印度设立办公室的计划，并且最近任命了前微软印度董事总经理伊琳娜·戈斯来领导那里的业务。

They announced some plans for an India office last last October, and they also recently appointed the former Microsoft India managing director, who is Irina Ghos, to lead their operations over there.

所以，显然他们正在强烈传递一个信号：这个市场正在增长，对它们来说至关重要。

So, obviously, they're really signaling that the market is growing and that this is a really important market for them.

我认为许多人工智能公司都在试图超越美国和欧洲市场。

I think a lot of AI firms are trying to expand beyond just The US and Europe.

对吧？

Right?

如果它们想获得目标用户群，就会愿意推出更低价的套餐，就像我们看到的OpenAI的GoPlan以及其他各种策略，但它们的根本目标是抢占印度市场，以增加用户数量。

If they're trying to get the the user base they want and they're willing to do, you know, cheaper tiers as we've seen with OpenAI and kind of their GoPlan and there's all these different strategies, but they basically wanna capture the the market in India so they can increase their users.

类似于我们看到Facebook等大公司所做的，它们试图更广泛地扩展，以获取更多用户。

Similar to, I don't know, what we've seen big companies like Facebook do is they try to roll out more globally and just get more users.

今年一月，在卡塔恩斯卡的一家商事法院提交的诉状中，Anthropic Software公司试图主张其对‘Anthropic’这一名称的在先使用权。

So in a complaint that was filed in a commercial court in Kartanska in January, Anthropic is the company Anthropic Software is trying to get recognition of its prior use of the name.

它们希望获得救济以防止进一步混淆，并向Anthropic索赔约11万美元的损害赔偿。

They want relief to prevent further confusion, and they want, about a $110,000 in damages from Anthropic.

这是他们的目标。

That's their, that's their goal.

而且，当你看到Anthropic为虚假或从盗版书籍来源窃取的数据训练模型而支付数十亿美元时。

And, I mean, when you see Anthropic pay out billions of dollars for falsely or for, you know, training their models on on, you know, data that was stolen from pirated book sources.

他们必须把这些钱支付给作者。

They gotta pay that out to the authors.

我觉得，如果他们真的要全力投入，考虑到这件事已经登上国际头条，Anthropic Software应该要求的赔偿远不止10万美元。

I I feel like if this if they're really gonna go all in, Anthropic Software should probably go for more than a $100 in damages for this, considering it's, you know, making international headlines.

但我要说的是，这家公司的创始人兼董事名叫艾哈迈德·阿亚兹·穆拉，他接受采访时说，他们并不是想制造对立，只是希望获得一些明确性。

But one thing that I'll say is that the the founder and the director, his name is Ahmed Ayaz Moola, and he was doing a interview on this, he said that they're not trying to be confrontational, but they're just trying to basically have some clarity.

他们表示，如果无法实现共存，诉讼将是最后的手段。

They're trying to add that the litigation is a fallback if the coexistence cannot be achieved.

说到底，如果我是他，我不知道他的软件是做什么的，或者他们想做什么，但为了100美元，我觉得他至少应该要500万美元，干脆让对方收购他的公司，然后关门了事。

I mean, it's kind of interesting at the end of the day, if I was him, I don't know what his software does, or what they're trying to do, but for a $100, I think he probably should, you know, ask him for $5,000,000 and probably just let him acquire his software company and close-up shop.

我的意思是，也许他赚得更多，但我感觉这家公司不太可能与Anthropic竞争，而且我不确定Anthropic是否会为了这件事彻底改名。

I mean, perhaps he makes a lot more than that, but I just feel like this is a, is is probably not a company that's going to be able to compete with Anthropic, and I'm not sure if Anthropic is gonna just completely change the name of their of their company for this.

目前，印度是世界上人口最多的国家。

India right now, I will say, is the most populated country in the world.

它是增长最快的互联网市场之一，基本上已成为所有AI巨头——Anthropic、OpenAI、Perplexity、Google Gemini——的关键战场。

It is one of the fastest growing Internet markets, and it has basically become the key battleground for all of the AI leaders, Anthropic, OpenAI, Perplexity, Google Gemini.

他们下周将举办一场AI影响峰会，Anthropic的联合创始人兼首席执行官达里奥·阿马德奥将与萨姆·阿尔特曼、黄仁勋、孙达尔·皮查伊一同发表演讲。

They host an AI Impact Summit next week where Anthropic co founder and their CEO, Dario Amadeo, he's gonna be actually speaking there alongside Sam Altman, Jensen Huang, Sundar Pichai.

这将会很有趣。

So this is gonna be interesting.

关于这起Anthropic诉讼的法院传票日期是1月20日，这表明传票已经送达Anthropic，但法院拒绝颁发临时禁令。

The court order date on this whole Anthropic, you know, suit is for January 20, which basically shows that notice and suit summons have been issued to Anthropic, but the court has declined to grant an interim injunction.

该案定于2月16日再次开庭。

The case is scheduled to return on February 16.

我的意思是，我对那里会发生什么并不抱太大期望。

I mean, I'm not really holding my breath for what's gonna happen there.

Anthropic这家AI公司资金无限，我敢肯定，最终如果有必要，他们会收购另一家公司。

Anthropic, the one that, you know, the AI company has unlimited money, and I'm pretty sure at the end of the day, they'll acquire the other company if necessary.

因此，这些全球扩张过程中出现的这些障碍，考虑到Anthropic正在筹集200亿美元的新资本，我认为他们有足够的资金来保留品牌并继续全球扩张。

So, it is kind of these speed bumps that you see in these global expansions, but, I mean, considering Anthropic is in the process of a $20,000,000,000 new capital raise, I think they will have enough capital to keep their name and continue their expansion globally.

非常感谢您收听这个播客。

Thanks so much for tuning into the podcast.

如果您学到了新东西，或者喜欢这一集，如果您能在您收听播客的平台留下评分和评论，我会非常感激。

If you learned anything new, or if you enjoyed the episode, it'd mean the world to me if you could leave a rating and review wherever you get your podcasts.

在Apple上，请留下评论，打几颗星。

On Apple, leave a comment, drop some stars.

说实话，如果您喜欢这一集，我制作这些内容就是为了您。

Honestly, you enjoy the episode, I make these for you.

我希望它们对您有帮助。

I hope that they're helpful.

而且，是的，我都会阅读所有评论。

And, yeah, I read all the comments.

我真的很感激，我非常感谢所有的评价。

I really appreciate, I I really appreciate all the reviews.

在Spotify上，是在关于页面。

And on, Spotify, it's the about tab.

但不管怎样，非常感谢你的收听。

But anyways, thanks so much for tuning in.

记得访问 aibox.ai。

Make sure to check out aibox.ai.

你可以查看我们新推出的每月8.99美元的套餐，一次性访问40多个顶级AI模型。

You can go check out our new $8.99 a month tier that gets you access to over 40 of the top AI models in one place.

太棒了。

It's amazing.

希望这真的对你有帮助。

Hope this is really helpful.

下一期再见，各位。

I'll catch you guys all in the next episode.