What made Menlo Ventures invest in Anthropic?

Startup AnthropicWhich by former Openai employees including Dario Amudi And Daniela Amoudi Founded in 2021, recently collecting 3.5 billion dollars of capital In a round of financing, their value to $ 61.5 billion Has done. This success, along with the rapid growth of the company’s annual income from $ 1 billion to $ 1.4 billion in only 6 weeksIt shows a new fever in venture investment in the field of artificial intelligence.

Why is Anthropic attractive?

In a conversation with Dabagia (you saw) DasThe manager of Menlo Ventures, who has been involved in the financing of Anthropic, points out that their main belief was based on comparison with the growth of Openai:

“If Openai has been able to grow so much, the anthropic can definitely be enormous.”

This view reflects investors’ trust in startups that have been separated from prominent artificial intelligence laboratories such as Openai and Deepmind. Investors believe that these individuals, with their specialized experience and knowledge, may achieve new discoveries that current laboratories are unable to do.

Increased investment in artificial intelligence startups

The current trend shows investors’ strong interest in artificial intelligence startups, even in the early stages without tangible products. Examples such as:

• SAFE Superintellight (SSI): Founded by Ilya SatskorFormer OpenAi senior scientist, valuable $ 30 billion.
• Thinking Machine Labs: Launched by Mira MoratAnother former Openai employee.

This trend reflects the high risk approach with high reward in venture investment. According to Das:

“Most of the financing is happening in the boom and recession cycles, but the overall trend is growing.”

The future of artificial intelligence in India

India, as a developing country in the field of artificial intelligence, faces challenges to compete with Western laboratories. Das points out that the current size of India’s current market is not yet enough to attract heavy investments in research and development.

However, he views localized models of artificial intelligence, especially in the field of Indian languages ​​and audio programs, an opportunity for India. Also, he believes that Western laboratories have not been very effective in developing Foundational Models for non -English languages, which could create an opportunity for Indian artificial intelligence ecosystem.

Coding Automation and Hiring Engineers

One of the hot topics in the field of artificial intelligence is coding automation. Dario AmudiAntropic CEO, believes artificial intelligence is less than less than Another 6 months It can 1 % coding To do. However, the recruitment pages of these laboratories are still full of job opportunities for software engineers.

Das explains that more automation is related to the stereotype codes, and for more complex systems such as the Google -scale search engine, human skills are still irreplaceable.

Challenge of “wrapper AI” startups

The discussion in the field of artificial intelligence is the value of the “Wrapsy AI” startups; Companies that are merely mounted on other models. Das believes that these companies should provide a value beyond direct access to models such as ChatGPT or Claude to attract and retain users.

Successful examples Cresor And Plyxiti They have shown that if a startup can attract, hold and make money, its independent value becomes more important.

Era of low -cost and billion dollar startups

Today, we are seeing startups that come with small teams and lightweight structure:

• Cresor: With 2 employees, annual income of $ 5 million.
• Midjarni: With 2 people, $ 5 million revenue.
• Bolt.Neo: With 2 employees, $ 5 million in four months.
• Lavibel: With 2 people, revenue of $ 5 million in 7 days.

However, Das points out that this model is not applicable to all industries. She says:

“While artificial intelligence and cloud -based startups succeed with small teams, some industries, such as Enterprise SaaS, still need a lot of manpower.”

Conclusion: The Vision of Investing in Artificial Intelligence

The process of investing in artificial intelligence startups reflects a major change in how to evaluate and support companies. Startups like Anthropic With their rapid growth, they have gained the confidence of investors to the founding teams and their ability to discover innovative solutions.

At the same time, the emergence of small, powerful startups reflects changes in the organizational structure and how to succeed. With the rapid progress of artificial intelligence, the future of risky investment is moving towards larger risks and wider rewards.