AI股神旗下基金开启逐步平仓清算，试图出售Anthropic等投资增加流动性
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Kalshi's crypto business head: The narrative that SBF is a "top-tier VC" is inaccurate; the real mastermind behind it is "AI stock market guru" Leopold.
According to Odaily Odaily, John Wang, head of crypto business at prediction market platform Kalshi, wrote on the X platform that while Sam Bankman-Fried (SBF) is widely considered a "top-tier venture capitalist" who successfully bet on star projects like Anthropic and Cursor, this narrative is inaccurate. The true driving force behind these investments and early-stage resource allocation is actually "AI stock market guru" Leopold Aschenbrenner, not SBF himself. Analysts believe this statement has sparked discussion within the crypto and venture capital communities, once again bringing the question of SBF's influence in early-stage investments in Silicon Valley and the crypto industry to the forefront of public opinion. It is understood that Situational Awareness, the AI fund founded by former OpenAI researcher Leopold Aschenbrenner, has exceeded $20 billion in size, with quantitative giant Jane Street making a rare investment. Situational Awareness has achieved a 270% return this year and a cumulative return of over 1000% since its inception. Its equity bet on Anthropic contributed the most successful returns, accounting for one-fifth of its assets. Outside the public market, Situational Awareness also co-led an investment in AI chipmaker MatX with Jane Street and participated in a new round of financing for AI cloud computing provider Fluidstack.
Leopold Aschbrenner's fund of assets surged to $20 billion, with Anthropic stock comprising 20%.
According to Odaily Odaily, Leopold Aschbrenner's Situational Awareness Fund has achieved a cumulative return of approximately 270% this year, increasing its total assets to $20 billion. The fund currently holds approximately 20% of Anthropic's assets, and its investors include renowned quantitative trading firm Jane Street. (WSJ)
Palantir CEO: Enterprises are dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, which only pursue token maximization.
According to BlockBeats, on July 2nd, Palantir CEO Alex Karp, in an interview with CNBC's "Squawk Box," strongly criticized leading AI model companies, calling the way AI is sold "completely wrong." Karp emphasized that companies are already dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and IP. Karp stated that companies are "angry" and will commit to owning their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in sovereign environments, primarily serving the US government and critical infrastructure customers. The collaborative system reportedly integrates Nvidia AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.
Analysis: Tightening spending impacts growth expectations for OpenAI and Anthropic; the AI industry is beginning to shift towards a cost-efficiency era.
According to Odaily Odaily, as companies begin to reassess the return on investment in AI, the industry is shifting from a high-consumption "tokenmaxing" model to an efficiency-first approach, posing new growth constraints for large AI model vendors. Several companies have already begun to reduce or optimize model usage costs. For example, the CEO of AI startup Lindy stated that they have switched 100% of their traffic from Anthropic's Claude model to the lower-cost DeepSeek, expecting to save millions of dollars in expenses within months. This shift reflects a tightening of AI budgets for enterprises, with the token-maxing model of "unlimited use of model resources" gradually being replaced by cost control and ROI-oriented approaches. Some companies have even set tiered budgets for AI tool usage; for example, Uber sets monthly caps on internal AI spending. Analysts point out that as companies shift from "expanding usage" to "refined utilization," the high-speed growth model previously relied upon by OpenAI and Anthropic is facing challenges. Industry data still shows strong growth: Anthropic's annualized revenue is around $47 billion, while OpenAI's is close to $25 billion, but the market is beginning to focus on the sustainability of their growth. Meanwhile, model invocation methods are changing, with technologies like "model routing" emerging to replace high-end models with low-cost models for simple tasks, thus optimizing overall computing costs. Industry competition is also intensifying, with Microsoft, Amazon, and Google accelerating the release of low-cost AI models and enterprise-level tools, further squeezing price margins. Against the backdrop of more rational AI spending by enterprises, large model companies may face a situation where "expectations of slower growth" and "IPO window pressure" coexist. (CNBC)
Perplexity plans to IPO in 2028, unaffected by the IPOs of OpenAI and Anthropic.
According to Beating, Perplexity CEO Aravind Srinivas stated in an interview with CNBC that the company plans to go public in 2028 regardless of the IPO performance of OpenAI and Anthropic. Srinivas pointed out that Perplexity's IPO plans are independent of these two companies, and the 2028 IPO target remains unchanged. Prior to Srinivas's statement, both OpenAI and Anthropic had filed confidential IPO applications with the U.S. Securities and Exchange Commission, while Elon Musk's SpaceX is also scheduled to go public this week. Srinivas believes that SpaceX's IPO performance will be a leading indicator of whether OpenAI and Anthropic can successfully go public; if these two giants fail to go public, it will have a ripple effect on the entire AI industry.
Opinion: SpaceX, Anthropic, and OpenAI are overvalued; the market has already priced in future growth.
According to Odaily Odaily, Stephen Davies, founder and CEO of Javelin Wealth Management, stated that current market enthusiasm for SpaceX, Anthropic, and OpenAI has significantly outpaced fundamentals, with these companies' valuations already incorporating substantial future growth expectations. While artificial intelligence possesses real-world applications and long-term value, the market still needs clearer proof of profitability. Without stable earnings evidence, the valuation expansion of AI-related assets carries the risk of excessive optimism. Regarding SpaceX, Stephen Davies believes the company still needs to build a stronger track record of commercialization and market performance before becoming a core holding in his investment portfolio. Overall, the valuation levels of some high-growth technology assets are currently in an "extreme" range, and investors should pay more attention to actual earnings support. (CNBC)