Core Insights - Sequoia Capital is making a significant shift in its investment strategy by heavily investing in Anthropic, a major competitor of OpenAI, marking a notable change in its traditional venture capital approach [1][3] - Anthropic aims to raise up to $25 billion in its current funding round, with major contributions from GIC and Coatue, each investing $1.5 billion, and additional commitments from Microsoft and Nvidia totaling $15 billion [1][2] - This funding round is expected to double Anthropic's valuation to $350 billion from $170 billion in just four months, reflecting strong confidence in the growth potential of leading AI model companies [1] Sequoia Capital's Strategy Shift - The investment in Anthropic follows a leadership change at Sequoia Capital, with new leaders Pat Grady and Alfred Lin taking over after Roelof Botha's departure, indicating a shift in investment philosophy [3] - Historically, Sequoia has avoided investing in competing startups within the same sector, but the immense financial opportunities presented by AI are prompting a reevaluation of this strategy [3] - The current investment in Anthropic is characterized as a transition from venture capital investment to equity investment due to the scale of the funding round [3] Performance and IPO Preparations - Anthropic has experienced explosive revenue growth, with annual revenue increasing from $1 billion to approximately $10 billion, achieving a tenfold increase [4] - The company is actively preparing for an initial public offering (IPO), potentially as early as this year, having engaged legal and banking firms for the process [5] - Other tech unicorns, including OpenAI and SpaceX, are also laying the groundwork for their IPOs, which could lead to some of the largest public offerings in history [5]
红杉将巨资入股,Anthropic融资超250亿美元,估值高达3500亿美元
Hua Er Jie Jian Wen·2026-01-19 00:18