OpenAI와 Anthropic, 투자자 90개 공유 — VC들이 양쪽 모두에 베팅하는 이유
OpenAI와 Anthropic은 Sequoia와 Founders Fund를 포함해 약 90개의 투자자, 즉 자금 조달 기반의 약 42%를 공유합니다. 이러한 헤지 전략은 VC들이 AI 경쟁을 승자독식 시장으로 보지 않는다는 것을 보여줍니다.
an analysis of pitchbook data reveals that 90 investors hold stakes in both openai and anthropic, including major firms like sequoia capital, greylock, and founders fund. this represents roughly 42% of openai's investors and a third of anthropic's backers, a level of overlap described as unprecedented by venture capital experts. investors are hedging their bets to protect returns in a market where the ultimate winner remains unclear, challenging the traditional vc model of picking a single horse. with both companies eyeing potential ipos, this dual backing allows firms to double their odds of success while navigating a sector requiring massive capital. the trend reflects how large funds have evolved, blurring lines between investment classes as companies stay private longer and raise sums exceeding $100 billion.