Lightspeed 错失 AI 早期红利后重塑自身，如今有望靠 Anthropic 收获回报

After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.

AI 导读

Lightspeed Venture Partners 曾在 AI 早期错失 OpenAI、ElevenLabs 和 Hugging Face 等公司，2023 年 4 月两位联席负责人 Ravi Mhatre 与 Bejul Somaia 要求全球合伙人清空日程，开了一场长达七小时的会议，讨论若 AI 将改变一切该如何真正行动。如今这家风投机构有望凭借对 Anthropic 的投资获得回报。

正文

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?