锦衣卫

Anthropic计划IPO募资超1000亿美元 投资者却发出一连串质疑_我的网站

记忆碎片

A |       人工智能初创公司Anthropic计划在今年IPO,有望冲击史上最大的IPO。消息人士称,其IPO估值可能达到2万亿美元。  消息人士还指出,Anthropic近期与潜在投资者举行了“试探性会谈”,该公司可能通过IPO筹集超过1000亿美元的资金,这将让其估值超过SpaceX今年6月IPO时的估值1.77万亿美元,当时SpaceX筹集了857亿美元。  对于Anthropic而言,此次IPO也将是一次重大飞跃,该公司今年在一轮私募融资中估值达到9000亿美元。  然而,当前的市场环境可能对Anthropic来说并不完美。    CAPE CANAVERAL, Fla. -- NASA’s Psyche spacecraft rocketed away Friday on a six-year journey to a rare metal-covered asteroid.Most asteroids tend to be rocky or icy, and this is the first exploration of a metal world. Scientists believe it may be the battered remains of an early planet's core, and could shed light on the inaccessible centers of Earth and other rocky planets.SpaceX launched the spacecraft into an overcast midmorning sky from NASA’s Kennedy Space Center. Named for the asteroid it’s chasing, Psyche should reach the huge, potato-shaped object in 2029.“It's so thrilling,” said Laurie Leshin, director of NASA’s Jet Propulsion Laboratory. Added Arizona State University's Jim Bell, part of the Psyche team: “What a great ride so far.”An hour later, the spacecraft separated successfully from the rocket's upper stage and floated away, drawing applause from ground controllers.After decades of visiting faraway worlds of rock, ice and gas, NASA is psyched to pursue one coated in metal. Of the nine or so metal-rich asteroids discovered so far, Psyche is the biggest, orbiting the sun in the outer portion of the main asteroid belt between Mars and Jupiter alongside millions of other space rocks. It was discovered in 1852 and named after Greek mythology’s captivating goddess of the soul.“It’s long been humans’ dream to go to the metal core of our Earth. I mean, ask Jules Verne,” lead scientist Lindy Elkins-Tanton of Arizona State University said ahead of the launch. “The pressure is too high. The temperature is too high. The technology is impossible,” she said. “But there’s one way in our solar system that we can look at a metal core and that is by going to this asteroid.”Astronomers know from radar and other observations that the asteroid is big — about 144 miles (232 kilometers) across at its widest and 173 miles (280 kilometers) long. They believe it’s brimming with iron, nickel and other metals, and quite possibly silicates, with a dull, predominantly gray surface likely covered with fine metal grains from cosmic impacts.Otherwise, it’s a speck of light in the night sky, full of mystery until the spacecraft reaches it after traveling more than 2 billion miles (3.6 billion kilometers).Scientists envision spiky metal craters, huge metal cliffs and metal-encrusted eroded lava flows greenish-yellow from sulfur — “almost certain to be completely wrong,” according to Elkins-Tanton. It's also possible that trace amounts of gold, silver, platinum or iridium — iron-loving elements — could be dissolved in the asteroid's iron and nickel, she said. “There's a very good chance that it’s going to be outside of our imaginings, and that is my fondest hope," she said.Believed to be a planetary building block from the solar system’s formation 4.5 billion years ago, the asteroid can help answer such fundamental questions as how did life arise on Earth and what makes our planet habitable, according to Elkins-Tanton.On Earth, the planet's iron core is responsible for the magnetic field that shields our atmosphere and enables life.Led by Arizona State University on NASA’s behalf, the $1.2 billion mission will use a roundabout route to get to the asteroid. The van-size spacecraft with solar panels big enough to fill a tennis court will swoop past Mars for a gravity boost in 2026. Three years later, it will reach the asteroid and attempt to go into orbit around it, circling as high as 440 miles (700 kilometers) and as close as 47 miles (75 kilometers) until at least 2031.The spacecraft relies on solar electric propulsion, using xenon gas-fed thrusters and their gentle blue-glowing pulses. An experimental communication system is also along for the ride, using lasers instead of radio waves in an attempt to expand the flow of data from deep space to Earth. NASA expects the test to yield more than 10 times the amount of data, enough to transmit videos from the moon or Mars one day.The spacecraft should have soared a year ago, but was held up by delays in flight software testing attributed to poor management and other issues. The revised schedule added extra travel time. So instead of arriving at the asteroid in 2026 as originally planned, the spacecraft won’t get there until 2029.That’s the same year that another NASA spacecraft — the one that just returned asteroid samples to the Utah desert — will arrive at a different space rock as it buzzes Earth.___The Associated Press Health and Science Department receives support from the Howard Hughes Medical Institute’s Science and Educational Media Group. The AP is solely responsible for all content.。政治和经济形势不明朗的情况下,Anthropic的上市将进一步检验市场对人工智能股票的需求。

B |   知情人士称,Anthropic在投资者推介时可能重点强调其持续的营收增长能力,但一个关键问题是其能否获得足够的算力。  开始不利的IPO环境  Anthropic已开始向潜在投资者进行早期推介,Anthropic的高管在推介时表示,他们相信其人工智能模型将持续改进,这将使公司能够在竞争对手试图通过价格战来压低其服务价格的情况下,继续保持高价收费。  但投资者质疑该公司将如何维持高额收费,以及如何应对开源模型的兴起。开源模型公开其系统运行的计算过程,且价格可能低于Anthropic的产品。

C |   除此之外,鉴于美国市场对数据中心越来越高涨的反对呼声,投资者也要求Anthropic必须在招股书中列明风险因素,作为投资者披露信息并寻求法律保护。

D |   SpaceX此前在其风险因素部分表示,不利的全球宏观经济和地缘政治形势可能会对该公司的业务、财务状况、经营业绩和未来前景产生负面影响。  而数据中心引发的社会不安同时也引向美国算力建设可能放缓的困境,但算力又与Anthropic等人工智能实验室等收入直接相关。算力增长放缓可能会影响该公司的营收增长速度。  这些问题反映出动荡市场环境下,投资者对巨型人工智能IPO越来越大的担忧。此前,Anthropic主要竞争对手OpenAI已透露将IPO推迟至2027年。(文章来源:财联社)。

Current article:http://www.lichuorenrenyitankanmeimu.cfd/ribt4/agngt.doc

Published on:01:40:15