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一位投资人的早期Anthropic押注或将成为硅谷最大赢家之一One investor's early Anthropic bet could become one of Silicon Valley's biggest wins

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Spark Capital的Yasmin Razavi以拒绝凭直觉做决定而闻名。她有条不紊地决定投资Anthropic,现在正准备上市,预计将为硅谷历史上最大的财富之一。

Spark Capital's Yasmin Razavi has a reputation for refusing to make gut calls. Her methodical decision to invest in Anthropic is now set to generate one of the biggest fortunes in Silicon Valley history, as Anthropic prepares to IPO.

许多风险投资公司,包括Lightspeed和Menlo Ventures,都是Anthropic的重要投资者,但Spark是唯一在文件中被提及的传统风险投资公司。并且不仅仅是几次提及。Spark被提及超过50次。Spark受到最多关注的原因是Yasmin Razavi在公司成为第一家机构投资者后获得了董事会席位,领导了2023年5月以45亿美元估值进行的4.5亿美元C轮融资。

Many venture firms, including Lightspeed and Menlo Ventures, are major Anthropic investors, but Spark is the only traditional VC firm named in the filing. And it's not just a few mentions. Spark is named more than 50 times. The reason Spark gets the most ink is because Yasmin Razavi has a board seat after being the first institutional investor in the company, leading the $450 million Series C at a $4.5 billion valuation in May 2023.

这仅在ChatGPT向公众发布六个月后,外界仍在评估像Anthropic这样的竞争对手是否能赶上。许多人对价格持保留态度,称其过高。

This was just six months after ChatGPT was released to the public, and the jury was out on whether a rival like Anthropic could catch up. Many balked at the price, calling it too expensive.

“这是一大步信念,但这支团队打造了GPT-3,”Razavi对《福布斯》表示。

"It was a big leap of faith, but this was the team that built GPT-3," Razavi told Forbes.

文件显示,Spark自此以来已在六轮融资中向Anthropic投资了7.77亿美元,其中包括在首轮关键融资中以每股11.22美元投资7500万美元。

The filing says that Spark has invested $777 million in Anthropic across six financings since then, including $75 million in the first pivotal round at $11.22 per share.

Spark早已因早期投资Postmates和Discord而闻名,但Anthropic的投资使该公司在硅谷的声誉从优秀的风险投资公司提升为卓越的公司。

Spark was already known for making early bets on Postmates and Discord, but it was the Anthropic investment that transformed the firm's Silicon Valley reputation from a good venture firm to a great one.

Razavi表示,她一直被CEO Dario Amodei持续震撼。

Razavi said she has been continuously wowed by CEO Dario Amodei.

“每年,他都发布惊人的数字,但不知何故它们会变成现实,”Razavi对《福布斯》说。“Dario从不失手。”不久,Amodei将面临更大的考验:公开市场。

"Every year, he puts out outrageous numbers, but somehow they magically become true," Razavi told Forbes. "Dario never misses." Soon, Amodei will face a greater test: the public markets. Please send along your tips. Email Ben or Katie anytime or contact them on Signal at benbergman.11 and kroof.26. here.

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