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错过人工智能早期发展的Lightspeed完成自我重塑,如今蓄势待发,即将押中AnthropicAfter Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.

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2023年4月的一个周一早晨,Lightspeed Venture Partners的联席负责人拉维·马特雷(Ravi Mhatre,如图)和贝朱尔·索马亚(Bejul Somaia)指示全球各地的合伙人腾出当天的所有日程。他们要求推掉一切事务,甚至是董事会会议。

On a Monday morning in April of 2023, Lightspeed Venture Partner’s co-leaders Ravi Mhatre (pictured) and Bejul Somaia directed partners around the world to clear their calendars for the day. Get out of everything, they said. Even board meetings.

几个月前,ChatGPT刚刚发布,这两位高管认为公司并未做好充分准备来迎接这一时代浪潮。其直接竞争对手Khosla Ventures早期投资了OpenAI,而Lightspeed则没有。它还错过了其他几家爆发式增长的人工智能公司,包括ElevenLabs和Hugging Face。

ChatGPT had come out a few months earlier and the two executives didn’t believe the firm was primed to meet the moment. Khosla Ventures, a direct rival, had an early stake in OpenAI — Lightspeed did not. It had also missed other breakout AI companies, including ElevenLabs and Hugging Face.

索马亚主持了这次会议,会议长达七个小时。合伙人们分组讨论然后重新集合。身处欧洲和以色列的合伙人一直坚持到了半夜之后。摆在桌面上的问题是:如果人工智能将改变一切,那么以“这一切都是真的”为前提采取行动意味着什么?

Somaia led the meeting and it went for seven hours. The partners broke into subgroups and reconvened. Those in Europe and Israel stayed on past midnight. The question on the table was, if AI is going to change everything, what would it mean to act as though that were true?