
Anthropic最早期的投资者之一表示,其成功的秘诀在于卷毛CEO Dario Amodei的魅力。
Anthropic has a secret to its success, says one of its earliest investors: the aura of curly-haired CEO Dario Amodei.
Menlo Ventures合伙人Matt Murphy在周三于旧金山举行的由富达赞助的Tech Insider: Growth Mode活动上表示,Amodei凭借其智慧和以使命为导向的态度,能够吸引AI研究人员。
Speaking at Tech Insider: Growth Mode, sponsored by Fidelity, in San Francisco on Wednesday, Menlo Ventures partner Matt Murphy said that Amodei can charm AI researchers with his intelligence and mission-driven attitude.
虽然Amodei可能不具备硅谷顶级销售、OpenAI CEO Sam Altman那种类型的能量,但Murphy称,Amodei的极客气质与AI研究人员非常契合。
Amodei may not have quite the same type of energy as Silicon Valley's master salesman, OpenAI CEO Sam Altman. Still, Amodei's brainiac vibes chime well with AI researchers, Murphy said.
Murphy指出,正是由于Amodei对“文化的承诺”以及能够吸引希望为他工作的研究人员,Anthropic才得以超越竞争对手。
Murphy said that Anthropic has been able to outperform because of Amodei's "commitment to culture" and being able to bring on researchers who want to work for him.
Murphy告诉Business Insider的Ben Bergman:“他和他们(研究人员)很像,而且他是其中最好的。”
"He's like them, and he's one of the best," Murphy told Business Insider's Ben Bergman.
Amodei曾是OpenAI的早期研究人员,因安全顾虑于2020年离职并联合创立了Anthropic。
Amodei was an early OpenAI researcher who left in 2020 over safety concerns to cofound Anthropic.
此后,Anthropic已成为估值最高的AI初创公司,并可能很快以2万亿美元的估值上市。
Since then, Anthropic has become the largest AI startup by valuation — it could soon go public at a $2 trillion valuation.
Menlo Ventures于2023年首次投资Anthropic,当时其估值为41亿美元,并参与了随后的每一轮融资。
Menlo Ventures first invested in Anthropic in 2023, when it was valued at $4.1 billion, and has invested in every follow-on round.
Murphy表示,Amodei通过一些自发的行为赢得人心,例如在Zoom会议上不请自来。
Murphy said that Amodei wins people over by doing spontaneous things, like popping in unannounced on Zoom calls.
Murphy回忆说,在一次与Anthropic联合创始人Tom Brown的投资者电话会议上,Amodei突然加入,气氛瞬间变得活跃起来。“突然间,Dario出现了。大家只是说‘哦’——然后能量瞬间提升。他身上有一种魅力,也许是一种少年般的魅力,尤其是在当时。他只是一个非常好奇、极其聪明的人。”
In one investor call with Anthropic cofounder Tom Brown, that's exactly what happened, Murphy said. "Then all of a sudden, Dario pops in. It was just like, 'Oh' — and the energy went way up," he said. "There's just a charm about him, maybe like a boyish charm, especially back then. He's just a very curious person, incredibly smart."
尽管面临高估值、财务亏损、中国开源模型的威胁以及AI安全方面的担忧,Murphy对Anthropic仍持乐观态度。
Overall, Murphy remains optimistic about Anthropic, despite its high valuation, financial losses, the threat of Chinese open-source models, and concerns about AI safety.
谈到Anthropic的股票时,他说:“如果能买更多,我会买的。”
"If I could buy more, I would," he said of Anthropic's stock.