←新闻详情

Fortune AI更新于 10月25日 00:45

Eric Schmidt 持有 Anthropic 1% 股份,IPO 后或价值 200 亿美元

Eric Schmidt’s path to a $20 billion Anthropic windfall began with an introduction from Cami Clark | Fortune

AI 导读

据 Bloomberg 援引知情人士,前 Google CEO Eric Schmidt 持有 Anthropic 1% 股份,若 Anthropic 按 2 万亿美元目标估值上市,这部分股份价值可达 200 亿美元。Schmidt 经 Cami Clark 介绍结识 Dario Amodei,并于 2021 年参与 Anthropic 1.24 亿美元 A 轮融资,当时公司估值 4.61 亿美元,今年 5 月 28 日融资后估值已达 9650 亿美元。Anthropic 今年上半年营收 163 亿美元,去年同期为 11 亿美元,同期亏损 807 亿美元,其中 720 亿美元来自可转债等融资工具升值的会计计提。

推荐理由

AI 评分 52

原文披露了 Anthropic 早期投资人的持股比例与 IPO 估值测算,可据此观察这轮 AI 融资的回报结构。

主题

标签

正文

当前显示原文,中文全文译文尚未就绪。

Trendingnow1UnitedHealthcare and Humana are ending Medicare Advantage plans for nearly 1 million people2United Airlines CEO—who made $32 million last year—calls for a national wealth tax and a nearly 100% inheritance tax: 'I would pay them'3No wonder the White House wants Warsh to cut: A 1% Fed rate hike costs the Treasury an extra $95 billion a year in national debt interest1UnitedHealthcare and Humana are ending Medicare Advantage plans for nearly 1 million people2United Airlines CEO—who made $32 million last year—calls for a national wealth tax and a nearly 100% inheritance tax: 'I would pay them'3No wonder the White House wants Warsh to cut: A 1% Fed rate hike costs the Treasury an extra $95 billion a year in national debt interestAIAnthropicEric Schmidt’s path to a $20 billion Anthropic windfall began with an introduction from his ex, Cami Clark—now Dario Amodei’s wifeBy Mia OsmonbekovMia OsmonbekovNews FellowBy Mia OsmonbekovMia OsmonbekovNews FellowOctober 21, 2026, 12:45 PM ETSchmidt’s investment came when Anthropic was valued at $461 million in 2021, according to Pitchbook data.Stefani Reynolds–Bloomberg/Getty ImagesAdd Fortune on Google for similar content.

It pays to stay on good terms with your ex in Silicon Valley. Just ask former Google CEO Eric Schmidt, whose early investment in Anthropic could soon be worth billions as the AI company prepares to go public as soon as next month. Recommended Video

People familiar with the matter told Bloomberg Schmidt owns a 1% stake in the AI lab, which could be worth as much as $20 billion if Anthropic goes public at its $2 trillion target. Schmidt’s connection to Anthropic came through Cami Clark, the woman he dated for three years starting in 2011 before she started dating Dario Amodei in 2014, The Wall Street Journal reported. Clark introduced Schmidt to Amodei—whom she later married—and Schmidt visited the couple’s apartment in 2018, three years before Amodei co-founded Anthropic. Schmidt then joined Anthropic’s earliest investors in its $124 million Series A funding round in 2021, with sources telling Bloomberg his investment was in the tens of millions.

Schmidt’s investment came when Anthropic was valued at $461 million, according to PitchBook data, and now five years later it’s valued at $965 billion after its May 28 funding round. This means that at a $2 trillion valuation, Anthropic would be worth more than 4,300 times its 2021 valuation.

Anthropic did not respond to Fortune’s request for comment and a spokesperson for Schmidt declined to comment on the record.

Anthropic’s financials

Schmidt is among a small group of early investors set to benefit from Anthropic’s IPO even as questions persist about whether AI companies can generate enough profits to justify their costs. An early Anthropic investor told Fortune’s Shawn Tully that the company’s shares could even trade at $2.4 trillion post-IPO, surpassing SpaceX’s $2.1 trillion market cap at the close of its first trading day in June.

And Anthropic’s revenue growth has been staggering despite losses. Anthropic generated $16.3 billion in revenue in the first half of this year, compared to $1.1 billion a year earlier, according to its S-1 reviewed by The Wall Street Journal. Anthropic reported an $80.7 billion loss in the same time frame, but $72 billion came from an accounting charge tied to the rising value of its convertible debt and financing instruments.

Developing its AI models also comes at a steep cost. Anthropic spent $9 billion on compute infrastructure in the first half of the year, up from $2.3 billion over the same period last year and more than all of its compute spend of $7.3 billion in 2025, according to the Journal’s reporting on Anthropic’s S-1. Anthropic has also signed $450 billion in mostly “noncancellable” cloud computing deals over the next decade.

Anthropic would need annual profits of $59 billion to $79 billion to justify a $2 trillion IPO, and one risk outlined in the S-1 is a narrow customer base and uncertainty about getting enough compute. It’s seeking more capacity than its large cloud computing partners, Amazon Web Services, Microsoft, and Google, can provide, the Journal reported. Fortune Daily breaks the traditional barrier between audience and newsroom. The show transforms Fortune’s trusted reporting into actionable, conversational, and entertaining insights for an emerging class of business leaders. Watch here.About the AuthorBy Mia OsmonbekovNews FellowSee full bioAdd Fortune on Google for similar content.

来源

Fortune AI