由Google云公司赞助
选择您的第一个基因AI 使用案例
要从基因AI开始，首先关注能够改善人类信息体验的领域。
Anthropic将其公司表决权结构为专门的专卖公司，以维持其建设安全AI技术的任务。
6 读取
Getty 图像
General AI供应商在星期一申请了一个IPO，明确表示它计划保持对安全推出AI技术的承诺，给予其创始人大部分对技术决定的表决权。
尽管即将到来的IPO — — 预计下个月将很快成为AI产业的关键里程碑 — — 企业应注重Anthropic的AI产品和技术支持其商业战略的务实方式，同时将IPO视为不依赖单一AI供应商称的理由。
Anthropic在首次向证监会申报时，对其过去几个月的金融交易提供了深刻见解。 据报告，该供应商在该年头6个月的收入达到163亿美元，但损失807亿美元。 它还在计算和云基础设施方面花费了约90亿美元。 但是，自其成立以来，其收入逐年大幅增加。
IPO表示，Anthropic极有可能在Archrival OpenAI之前成为一家公开交易的公司，预计也会对外公开。 Anthropic成立于2021年，由包括CEODario Amodei和他的妹妹Daniela Amodei在内的7位研究人员创建，Anthropic首先作为消费者AI聊天机器人进入AI市场，与OpenAI的Claude模式竞争。 然而，供应商很快将战略转向关注企业，Claude Code迅速成为企业开发商中最受欢迎的模型。
Anthropic在提交的文件中称，Claude经历了企业采用任何技术最快的情况。 Anthropic在创立后的5年里一直专注于企业，同时在很大程度上证明它是一个安全和负责任的AI销售商，尽管其模式和agents在方式上偏离了人类控制。
称 Michael Bennett，伊利诺伊大学负责数据科学和AI战略的副校长。
在过去一年里，Anthropic强化了对安全的承诺，CEODario Amodei最近撰写了一篇有影响力的论文，强调推进AI技术和确保安全并非相互排斥。 供应商注重负责任的AI，这在创始人-第一投票结构中显而易见，它使创始人能够担任其使命的管理者，并对可能影响公司结构的任何决定有最后发言权。
“他们显然表示创始人将在公司拥有多数股权
他补充说，Anthropic通过继续维护其安全使命，完全可以优先考虑负责任的AI而不是利润。
“如果安全关切表明预期短期、中期或长期内可实际减少收入的举动，公司就可能被迫朝这一方向前进，尽管市场力量在某些情况下会将收入的增加优先于安全。”
然而，让创始人集体控制50.1%的对公司治理事项的表决权，因为他们拥有大多数的表决权，还存在融资关于问责制的问题，因为这意味着公共股东对重大决定的影响力有限。
阿莫代兄弟姐妹也坐在Anthropic的七人板上。 而除了创始人超级表决权之外，Anthropic还保持着由独立，非持股人托管人组成的长期利益信托。 它保留一个专门指定用来选举董事会多数的股票类别。
虽然对安全的重视应该使企业放心，但企业也需要可靠地获得模型和可预测的路线图，Kompella 称。
“Anthropic必须表明其安全承诺不损害商业可靠性，”
与此同时，预期的公开市场进入时间是大胆的，Bennett 称。 他补充道，虽然在11月中期选举前，Anthropic 不太可能公开，但可能发生在中月
大多数观察家期望IPO能将1.5万亿美元提高到2万亿美元，这将使它成为历史上最大的公开提供，在6月超过了857亿美元的IPO，随后创下纪录。
Anthropic证明，它可以逐年大幅增长收入，使公司及其投资者受益。
“Anthropic产生的收入相当可观”,Bennett 称。 “围绕大赦国际的兴奋情绪相当高。”
Kompella指出，Anthropic的消费收入与其对GPU计算的长期基础设施承诺之间有不匹配之处。 其上半年162.9亿美元收入中约有131亿美元来自消费其模式的客户。 同时，公司被锁定长期基础设施合同，总金额高达5,670亿美元。
“对于企业来说，推出的额外供应商风险，”Kompella 称。 “收回基础设施成本的压力可能导致定价、使用限制或产品供应方面的改变。 计算限制还可能影响服务可靠性和延迟发布。”
他补充说，虽然Anthropic的负责任的AI承诺 -- -- 主要基于其模式的 " 宪法AI "，该模式规定了管理模式 " 特征 " 的人类价值体系 -- -- 是不同的，但随着开放型模式不断改进，供应商必须保持其技术差异。
Kompella 称。 “问题在于它能否保留其研究文化，同时发展预期的公营公司的财务纪律和业务复原力。”
除了宪法AI之外，该供应商最近还针对安全AI，限制其强大的Mythos模型，可用于发布危险的网络攻击以及防御，以选择企业和机构。 它还要求规范大赦国际。
对于企业来说，最好不要被围绕前沿AI供应商的公开供货(Bennett 称)的兴奋感冲走。
“考虑一下你的企业、你的机构和你所服务的市场需要的Anthropic公司”,Bennett 称。 “确保你专注于与真正重要的问题保持一致。 这些模型的能力是什么？在代理工作流程方面
此外，企业应该将Anthropic的IPO对自身的影响部分地看作是一种警告，即企业“正在建设关键业务流程，以那些其经济、监管义务和竞争地位仍在演变的公司所提供的技术”。
因此，企业不应依赖单一的供应商，而应建立能够灵活处理的人工智能信息技术系统。
" Anthropic的申报也突出表明，需要评估AI供应商的财务和业务复原力，包括计算承诺、基础设施依赖性和管理风险 "。 “人工智能行业对先进情报的需求异常巨大，但这种需求能否持续支持所需的大规模基础设施投资，仍不确定。”
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
Sponsored by Google Cloud
Choosing Your First Generative AI Use Cases
To get started with generative AI, first focus on areas that can improve human experiences with information.
Anthropic structured its corporate voting power in a special LLC to maintain its mission of building safe AI technology.
6 Min Read
Getty Images
The generative AI vendor filed for an IPO on Monday, making it clear that it plans to maintain its commitment to the safe rollout of AI technology by giving its founders most of the voting power over technology decisions.
Despite the upcoming IPO -- expected as soon as next month -- being viewed as a critical milestone for the AI industry, enterprises should focus on the pragmatic ways Anthropic’s AI products and technology support their business strategy, while also viewing the IPO as a reason not to rely on a single AI provider, observers said.
In its initial filing with the SEC, Anthropic provided insights into its financial dealings over the past months. The vendor reportedly reached $16.3 billion in revenue in the first six months of the year but incurred a loss of $80.7 billion. It also spent about $9 billion on computing and cloud infrastructure. But it has dramatically increased revenue year over year since its founding.
The IPO indicates that Anthropic will most likely become a publicly traded company ahead of archrival OpenAI, which is also expected to go public. Founded in 2021 by seven researchers, including CEO Dario Amodei and his sister, Daniela Amodei, Anthropic first entered the AI market as a consumer AI chatbot competitor to OpenAI with its Claude model competing with OpenAI's ChatGPT. However, the vendor quickly shifted its strategy to focus on enterprises, with Claude Code quickly becoming the most popular model among enterprise developers.
Anthropic claimed in its filing that Claude experienced the fastest enterprise adoption of any technology. And in the five years since its founding, Anthropic has stayed focused on enterprises while largely proving to be a safe and responsible AI vendor, despite instances in which its models and agents have strayed from human control in concerning ways.
“This is a safety-first AI company,” said Michael Bennett, associate vice chancellor for data science and AI strategy at the University of Illinois Chicago.
Over the past year, Anthropic has honed its commitment to safety, with CEO Dario Amodei most recently authoring an influential essay highlighting that advancing AI technology and ensuring safety are not mutually exclusive. The vendor’s focus on responsible AI is evident in its founder-first voting structure, which enables its founders to serve as stewards of its mission and to have the final say on any decision that could affect the company’s structure.
“It’s pretty clear that they’re indicating that the founders will wind up having a majority stake in the company and therefore the capacity to govern it effectively,” Bennett said.
He added that by continuing to uphold its safety mission, Anthropic could well prioritize responsible AI over profit.
“If safety concerns indicate moves that should realistically be expected to diminish revenue in the short, medium or longer term, the company may be compelled to move in that direction even though market forces would privilege revenue increases over safety in some instances.”
However, giving the founders collective control of 50.1% of voting power on corporate governance matters because they own a majority of voting stock also raises questions about accountability, as it means public shareholders will have limited influence over major decisions, noted Kashyap Kompella, CEO and founder of RPA2AI Research.
The Amodei siblings also sit on Anthropic’s seven-person board. And in addition to founder super voting rights, Anthropic maintains a long-term benefit trust composed of independent, non-shareholder trustees. It retains a stock class specifically designated to elect a majority of the board.
While the focus on safety should reassure enterprises, enterprises also need dependable access to models and predictable roadmaps, Kompella said.
“Anthropic must demonstrate that its safety commitments do not compromise commercial reliability,” he said.
Meanwhile, the timing of the expected public market entry is bold, Bennett said. He added that while it’s unlikely Anthropic will go public before the November midterm elections, it could happen in mid-month, when topics related to AI governance and the politically sensitive issues surrounding it -- notably widespread public antipathy toward AI data centers and suspicion of AI technology itself -- remain fresh.
Most observers expect the IPO to raise $1.5 trillion to $2 trillion, which would make it the largest public offering in history, surpassing SpaceX’s $85.7 billion IPO in June, then a record.
Anthropic has proven that it can grow its revenue dramatically year over year, benefiting the company and its investors.
“The revenue that Anthropic is generating is quite significant,” Bennett said. “The excitement around AI is quite high.”
But there is a mismatch between Anthropic’s consumption-based revenue and its long-term infrastructure commitments for GPU compute, Kompella noted. Some $13.1 billion of its $16.29 billion in revenue from the first half of the year came from customers consuming its models. At the same time, the company is locked into long-term infrastructure contracts totaling up to $567 billion.
“For enterprises, this introduces additional vendor risk,” Kompella said. “Pressure to recover infrastructure costs could lead to changes in pricing, usage limits, or product availability. Compute constraints could also affect service reliability and delay releases.”
He added that while Anthropic’s responsible AI commitment -- based largely on the “Constitutional AI” underpinning of its models, which sets forth a system of human values that govern the “character” of the models -- is a differentiator, the vendor must sustain its technological differentiation as open-weight models continue to improve.
“The question is whether it can preserve its research culture while developing the financial discipline and operational resilience expected of a public company,” Kompella said.
Other than Constitutional AI, the vendor has recently targeted safe AI by restricting its powerful Mythos model, which can be used to launch dangerous cyberattacks as well as defend against them, to select enterprises and institutions. It has also called for regulation of AI.
For enterprises, it is best not to be too carried away by excitement surrounding the frontier AI vendor's public offering, Bennett said.
“Think about what your enterprise, your institutions and the markets that you serve need from a company like Anthropic,” Bennett said. “Be sure that you are focused on keeping up with what really matters. What is the capacity of these models? What’s the application in your industry when it comes to agentic workflows?”
Moreover, enterprises should view the repercussions of Anthropic’s IPO for themselves, in part, as a warning that enterprises “are building critical business processes on technology supplied by companies whose economics, regulatory obligations, and competitive positions are still evolving,” Kompella said.
Therefore, businesses should not depend on a single provider but instead build AI-infused IT systems that allow for flexibility.
“Anthropic’s filing also underscores the need to assess AI vendors’ financial and operational resilience, including compute commitments, infrastructure dependencies, and regulatory exposure,” Kompella said. “The AI industry has demonstrated extraordinary demand for advanced intelligence, but it remains uncertain whether this demand can consistently support the massive infrastructure investments required.”
Auto-fetched and translated by AI Atlas. All rights belong to the original author.