热门 AI 代理初创公司 Decagon 可能成为 AI 交易浪潮中最新被收购的公司。
Buzzy AI agent startup Decagon could be the latest company swept up in a growing wave of AI dealmaking.
该公司今年早些时候估值曾达 45 亿美元，据知情人士透露，已聘请银行评估收购意向。
The company, which was last valued at $4.5 billion earlier this year, has hired a bank to evaluate acquisition interest, according to people familiar with the matter.
知情人士称，Decagon 已与云软件巨头 ServiceNow 及其他公司进行早期谈判。若交易未达成，Decagon 可能改为进行新一轮融资。
Decagon has held early discussions with cloud software giant ServiceNow and additional companies, the people said. If a deal does not materialize, Decagon could instead raise a new funding round.
对 Decagon 的兴趣反映出 AI 繁荣的新转变：经历多年巨额风险投资轮次和估值飙升后，科技公司越来越倾向于通过收购进入有前景的 AI 市场。
The interest in Decagon represents a new shift in the AI boom: after years of huge venture rounds and soaring valuations, tech companies are increasingly looking to buy their way into promising AI markets.
Hugging Face 近日被英伟达以 129 亿美元收购，OpenRouter 被 Stripe 以约 80 亿美元收入囊中。
Hugging Face was recently acquired by Nvidia for 12.9 billion, and OpenRouter was snapped up by Stripe for around $8 billion.
随着 AI 相关业务常获远高于其上次估值的溢价报价，若 Decagon 接受要约，其价格可能远高于之前的 45 亿美元估值。
Growing AI-related businesses are often getting offers at a significant premium to their last valuation, so if Decagon were to accept an offer, it could be considerably higher than its previous $4.5 billion value.
Decagon 由 Jesse Zhang 和 Ashwin Sreenivas 于 2023 年 7 月创立，利用生成式 AI 为企业客户（包括 Delta、Snapchat 和 Ticketmaster）自动化客户支持。
Founded in July 2023 by Jesse Zhang and Ashwin Sreenivas, Decagon uses generative AI to automate customer support for enterprise customers, including Delta, Snapchat, and Ticketmaster.
公司已从一众知名硅谷投资者处融资超 4 亿美元，包括 Andreessen Horowitz、Index Ventures、Bain Capital Ventures 和 Accel。
The company has raised over $400 million from a roster of well-known Silicon Valley investors, including Andreessen Horowitz, Index Ventures, Bain Capital Ventures, and Accel.
其竞争对手包括行业老将 Bret Taylor 创立的 Sierra，该公司今年早些时候估值达 158 亿美元。
It competes with industry veteran Bret Taylor's Sierra, which was valued at $15.8 billion earlier this year.
与此同时，ServiceNow 正寻求通过此类交易向投资者证明其能够应对 AI 对传统软件业务的威胁。
A deal would also come as ServiceNow looks to reassure investors that it can adapt to AI’s threat to traditional software businesses.
今年早些时候，在所谓的 SaaS-pocalypse 期间，其股价曾大幅下跌，因投资者担忧 AI 可能侵蚀软件公司利润率。
Its shares tumbled earlier this year during the so-called SaaS-pocalypse, when investors feared AI could erode software companies’ profit margins.
此外，ServiceNow 因去年底宣布收购安全公司 Armis 的 70 亿美元交易而受到惩罚。
It was also punished for making a $7 billion acquisition of the security business Armis, a deal announced late last year.
随着 ServiceNow 持续加大 AI 投资并重塑业务结构，其股价已有所回升。
The stock has since rebounded as ServiceNow continues to invest heavily in AI and reshape parts of its business.