Newcomer：OpenAI 与 Anthropic 融资路径分化，Anthropic IPO 仍在推进
OpenAI 与 Anthropic 目前正处于融资阶段，但两家公司的发展路径呈现明显分化。投资者反馈显示，Anthropic 凭借其在长期投资者中的“无限需求”持续推进 IPO 计划，预计有望在感恩节前完成。相比之下，OpenAI 则正寻求通过融资实现业绩反弹，以应对当前 AI 行业面临的政治环境等挑战。
With both OpenAI and Anthropic in the midst of highly visible fundraising campaigns, investors have a rare opportunity to compare the trajectories of the two companies.
Talking to investors who have backed both — and are considering participating in the current capital raises — you can see a clear divergence in how they are viewed. In short, Anthropic is distancing itself from its rival, while OpenAI is thirsting for a comeback story.
Even with the headwinds facing the AI industry these days — including what promises to be a much tougher political climate after Democrats’ resounding victory in Tuesday’s midterms — Anthropic’s proposed IPO still feels like it’s on track, according to investors we spoke to.
One of them, who has backed both OpenAI and Anthropic, described an “infinite demand” for Anthropic’s shares among long-term investors like mutual funds. He said Anthropic was “bulldozing right through” the bumpy landscape and was confident the planned IPO would happen before Thanksgiving. The fact that Anthropic has been more friendly to Democrats than most of the industry doesn’t hurt.
来源：Newcomer 新闻长文 · newcomer.co