Lightspeed 错失 AI 早期红利后自我重塑，如今有望靠 Anthropic 翻身
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.
Lightspeed Venture Partners 在错过 OpenAI、ElevenLabs 和 Hugging Face 等早期 AI 投资后启动全面自我重塑，2023 年 4 月两位联席负责人 Ravi Mhatre 和 Bejul Somaia 曾要求全球合伙人清空当天日程、包括董事会，开了七小时会议讨论如何真正押注 AI。如今该机构有望凭借对 Anthropic 的投资获得回报。
On a Monday morning in April of 2023, Lightspeed Venture Partner’s co-leaders Ravi Mhatre (pictured) and Bejul Somaia directed partners around the world to clear their calendars for the day. Get out of everything, they said. Even board meetings.
ChatGPT had come out a few months earlier and the two executives didn’t believe the firm was primed to meet the moment. Khosla Ventures, a direct rival, had an early stake in OpenAI — Lightspeed did not. It had also missed other breakout AI companies, including ElevenLabs and Hugging Face.
Somaia led the meeting and it went for seven hours. The partners broke into subgroups and reconvened. Those in Europe and Israel stayed on past midnight. The question on the table was, if AI is going to change everything, what would it mean to act as though that were true?
来源：Newcomer · newcomer.co