I-Anthropic and Private Equity: I-AI Consulting Venture Entsha Ithatha Isimo
Umholi wezobunhloli bokwenziwa u-Anthropic kubikwa ukuthi usezingxoxweni ezithuthukile nenhlangano yezinkampani ezinkulu ezizimele, okuhlanganisa izikhondlakhondla zemboni iBlackstone kanye noHellman & Friedman. Izingxoxo zigxile ekwakheni ibhizinisi le-AI lokubonisana elidala eliklanyelwe ukuthengisa ubuchwepheshe obuphambili be-Anthropic, ikakhulukazi kusukela kumodeli yayo ye-Claude AI, kuya ezinkampanini zephothifoliyo ezixhaswe yilezi zikhungo ezinamandla zokutshala izimali. Lesi sinyathelo samasu sigqamisa isidingo esikhulayo sezixazululo ezikhethekile ze-AI emhlabeni wezinkampani.
Ngokwemithombo esondelene nalolu daba, leli bhizinisi elihlongozwayo lihlose ukuvala igebe phakathi kocwaningo lwe-AI olusezingeni eliphezulu kanye nokusetshenziswa kwebhizinisi okusebenzayo. Umgomo ukuhlinzeka ngezinsizakalo zokubonisana ze-AI ezihambisanayo, okusebenzisa ubuchwepheshe be-Anthropic ukuze kuqhutshekwe nokuqanjwa kabusha nokusebenza kahle ngaphakathi kwamanethiwekhi amakhulu ezinkampani ezitshala izimali. Lokhu kubambisana kungasheshisa kakhulu ukwamukelwa kwe-AI kuzo zonke izimboni ezihlukahlukene.
Kungani Le AI Consulting Venture Ibalulekile
Ukusebenzisana okungaba khona phakathi kwe-Anthropic nalaba baholi bezabelo ezizimele kuphawula ushintsho olukhulu endleleni ubuchwepheshe be-AI obuthengiswa ngayo. Esikhundleni sesivumelwano selayisense esilula, ibhizinisi liphakamisa imodeli yokubonisana ejulile, edidiyelwe. Le ndlela iqinisekisa ukuthi izinkampani zephothifoliyo zithola hhayi nje ubuchwepheshe, kodwa futhi nesiqondiso samasu esidingekayo ukuze kusetshenziswe ngempumelelo.
Ezinkampanini ezizimele, lokhu kumelela ukutshalwa kwezimali okuqondile ekusebenzeni kahle kwezimpahla zazo. Ngokushumeka amakhono e-AI ye-Anthropic, bangakwazi ukukhulisa inani kanye nokuncintisana kwezinkampani zabo zephothifoliyo. Le modeli ikhombisa inkambiso ebanzi yobambiswano lwamasu okwakha ikusasa lobuchwepheshe bebhizinisi.
Ezinye izinkampani nazo zenza izinyathelo ezinesibindi ku-AI. Isibonelo, i-Atlassian isanda kumemezela ukudilizwa ngenkathi ngesikhathi esifanayo ihlela ukukhushulwa kokutshalwa kwezimali ku-AI, igcizelela ukubekwa phambili kwamasu obuhlakani bokwenziwa.
Izinselele Zokuzulazula: Ingxabano ye-DoD kanye Nezingxoxo Eziqhubekayo
Indlela yokuphothula lolu hlelo lokubonisana lwe-AI olunentshisekelo aluzange lube ngaphandle kwezithiyo zalo. Imithombo ibonisa ukuthi ukungqubuzana kwakamuva phakathi kwe-Anthropic kanye Nomnyango Wezokuvikela (DoD) kube nomthelela okwesikhashana ezingxoxweni zebhizinisi elihlanganyelwe. Uhlobo lwalokhu kungqubuzana, nakuba lungachazwanga ngokugcwele, lwethule inkathi yokungaqiniseki ezingxoxweni.
Naphezu kwalokhu kuphazamiseka kwesikhashana, izingxoxo ziqinisekiswa ukuthi ziyaqhubeka. Izinhlangothi ezithintekayo zibonise ukuzibophezela okuqinile ekusebenzeni ngezinselele kanye nokuqondisa izinjongo zazo zamasu. Lokhu kuqina kuphakamisa izinga eliphezulu lokuzethemba empumelelweni engaba khona yebhizinisi kanye nesiphakamiso senani lesikhathi eside sabo bonke ababambiqhaza.
Ikhono lokuzulazula emicabangweni yokulawula neyokuziphatha ibalulekile ezinkampanini ze-AI. Lesi sigameko sigqamisa isimo esiyinkimbinkimbi lapho izinkampani ze-AI zisebenza khona, zilinganisela ukuqanjwa kabusha nomsebenzi.
Abadlali Ababalulekile Kuhlelo Oluhlongozwayo
I-consortium kubikwa ukuthi ifaka amanye amagama anethonya elikhulu kumasheya ayimfihlo:
I-Blackstone: Umholi wokutshalwa kwezimali emhlabeni wonke onephothifoliyo enkulu emikhakheni eyahlukene. U-Hellman & Friedman: Inkampani ezimele eyaziwayo enomlando wokutshalwa kwezimali ngempumelelo kobuchwepheshe. I-Anthropic: Umdali we-Claude AI, egxile ekuthuthukiseni izinhlelo zobuhlakani bokwenziwa eziphephile nezithembekile.
Le nhlanganisela enamandla yemisipha yezezimali nobungcweti bobuchwepheshe idala ubambiswano olwesabekayo. Leli bhizinisi selilungele ukunikeza izinsiza zokubonisana ze-AI ezingenakuqhathaniswa, eziqhuba uguquko lwedijithali kumabhizinisi amaningi.
Umthelela Obanzi ku-AI ne-Investment Landscape
Lo msebenzi ongase ube khona ungaphezu nje kwesivumelwano sebhizinisi; i-bellwether yekusasa lokuhlanganiswa kwe-AI. Ibonisa ukuthi abathuthukisi be-AI bezinga eliphezulu kanye nezikhungo zezezimali zihlangana kanjani ukuze zenze imali ngoguquko lwe-AI. Le modeli ingaba ipulani yokusebenzisana kwesikhathi esizayo phakathi kwabasunguli bezobuchwepheshe kanye namafemu okutshala imali.
Ukugxila ekubonisaneni, kunokuba nje ukunikeza ubuchwepheshe, kubonisa ukuvuthwa kwemakethe ye-AI. Izinkampani azifuni nje amathuluzi, kodwa ozakwethu bamasu abangabaqondisa ngoguquko lwedijithali. Lo mkhuba ubonakala kuwo wonke umkhakha wezobuchwepheshe, lapho i-automation ehlakaniphile ibalulekile ekukhuleni.
Ukusebenza kahle kubaluleke kakhulu. Ezinye izinkampani zithola imiphumela emangalisayo ngamaqembu athambile, afana neLovable, elibike ukuthi liyanezelaImali engenayo engu-$100M enabasebenzi abangu-146 kuphela. Ukubonisana nge-AI kungasiza amanye amafemu ukuthi azuze ukusebenza kahle okufanayo.
Yini Ongayilindela Ngokulandelayo
Yize isivumelwano singakaphothulwa, ukuqhubeka kwezingxoxo kuwuphawu oluhle. Izinyathelo ezibalulekile ezilandelayo zingabandakanya:
Ukuphothula uhlaka lwebhizinisi elihlanganyelwe kanye nokubusa. Ukuchaza izinsiza zokubonisana ze-AI ezizonikezwa. Ukuhlonza izinkampani zephothifoliyo zokuqala zezinhlelo zokulinga. Ukubhekana nanoma yimiphi imininingwane esele yokulawula noma yenkontileka.
Amabhizinisi azobe ebhekile njengoba leli bhizinisi lithuthuka. Impumelelo yayo ingase ivule indlela yenkathi entsha yobambiswano lwe-AI lwamasu. Ukuhlala unolwazi lwakamuva kumathrendi wezobuchwepheshe kubalulekile, noma ngabe ama-AI noma ukuthola amadili amahle ekunikezeni amandla ubuchwepheshe obufana namaphrinta e-3D ngesikhathi sokuthengisa kwe-Amazon Spring.
Isiphetho
Izingxoxo phakathi kwezinkampani ze-Anthropic kanye nezinkampani ezizimele ezifana neBlackstone zigqamisa inguquko ebalulekile ekuhwebeni kobuhlakani bokwenziwa. Leli bhizinisi elihlongozwayo lokubonisana le-AI lithembisa ukuletha ubuchwepheshe obuyindida kanye namasu ochwepheshe ngqo enhliziyweni yomhlaba webhizinisi. Njengoba lezi zingxoxo ziqhubeka, zigcizelela ukubaluleka okukhulu nokubaluleka kwamasu kwe-AI ekulolongeni izimo zebhizinisi zesikhathi esizayo.
Ukuze uhlale uphambi kwejika ekuthuthukisweni kwakamuva kwe-AI kanye nobambiswano lobuchwepheshe bamasu, hlola imininingwane eminingi nokuhlaziya ku-Seemless. Thola ukuthi ubuchwepheshe obusafufusa bungaguqula kanjani isu lakho lebhizinisi namuhla.
