观点人工智能

The AI revolution is generating some investor ‘hallucinations’ too
“闲人莫入”的人工智能投资狂潮

Big tech firms are muscling in on funding the future, pushing Silicon Valley VCs out of the way
桑希尔:微软等科技巨头正在主宰AI投资的制高点,它们的布局既有财务意义,也有战略考量,但如此阔绰的出手也让一些老派风投人士感到不安。

A brassy new venture capital investor, going by the ugly acronym Mang, has been making a lot of noise in Silicon Valley. Microsoft, Amazon, Nvidia and Google, four of the five biggest US companies by market value, have become the dominant investors in the hottest artificial intelligence start-ups. In doing so, they have been increasingly muscling out the traditional Sand Hill Road VC merchants, who like to think they know best how to fund the future.

美国市值最大的五家公司中的四家——微软(Microsoft)、亚马逊(Amazon)、英伟达(Nvidia)和谷歌(Google),其首字母缩写词是难看的MANG——组成新的风险资本投资者“四人组”,财大气粗地在硅谷频频出手,成为最热门人工智能(AI)初创企业的主要投资者。在这么做的过程中,他们日益将传统的沙山路(Sand Hill Road)风险投资商人排挤出局,而后者喜欢认为他们才最善于投资未来。

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