FT：SBF 当年投入 Anthropic 的 5 亿美元如今约值 370 亿美元
同一支 Alameda 基金的两笔投资，结局天差地别：Anthropic 那 5 亿美元要变成 370 亿，Anysphere 的 20 万美元却被原价贱卖，错过 30 亿。破产清算的时间点直接决定了能捞回多少，做投资的人看完会有点唏嘘。
FT 报道，Sam Bankman-Fried 旗下 Alameda Research Ventures 在 2021 年以约 40 亿美元估值向 Anthropic 投入 5 亿美元，买入近 14% 股份。
这笔资金帮助 Anthropic 招聘研究人员并训练其早期模型。FTX 崩盘、SBF 因欺诈罪获刑后，破产管理方在 2024 年以约 13 亿美元出售该股权。
按下周预期的 IPO 发行价计算，这笔股份价值约 370 亿美元。另一笔投资命运迥异：Alameda 在 2022 年 4 月向 Cursor 开发商 Anysphere 的 pre-seed 轮投入 20 万美元、换得约 5% 股份，2023 年破产管理方仅以原价 20 万美元卖出；
按 SpaceX 对 Anysphere 给出的 600 亿美元估值，这 5% 本可值约 30 亿美元。
FT: The $500M Sam Bankman-Fried put into Anthropic would be worth about $37B at next week’s expected IPO price.
Alameda Research Ventures, his trading firm’s venture arm, bought nearly 14% in 2021, when the lab was worth about $4B.
That cash helped Anthropic hire researchers and train its first models.
After his FTX exchange collapsed and he was convicted of fraud, the bankruptcy estate sold the stake in 2024 for about $1.3B.
Similarly SBF's fund Alameda put $200K into Cursor maker Anysphere’s pre-seed round in April 2022 for about 5% of the company, and the bankruptcy estate sold that stake for the same $200K in 2023.
At the $60B SpaceX paid for Anysphere, a 5% stake would be worth about $3B
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Anthropic, Anysphere, Cursor, SBF.
Source attribution: curated from rohanpaul_ai (@rohanpaul_ai).
