Anthropic终于向证监会递交了它的S-1 Projectus，该文件旨在让投资者在业务的罩子下窥一看，从其高管们正在做多少，以及计划花出数十亿IPO到可能破坏其野心的风险。
Anthropic IPO 存档的五个奇怪细节
从有意识的AI和 " 灾难 " 风险到不寻常的公司结构和行政利益。
超过300页，这是从我们第一次传球中跳出的一些最大的东西：
做阿摩地要付钱
姊妹计划联合创始人达里奥·阿莫代和达尼埃拉·阿莫代是Anthropic的两位高薪高管，据备案。 去年，CEODario的补偿总额已接近1800万美元，其中大部分来自股票和期权奖。 与此同时，达尼埃拉总统收到1 640万美元。 无可否认，它处于大技术尺度的下端，但它仍然是一个整齐的总和。
这并不是全部。 Anthropic还为达里奥的“个人保安服务”花费了275万美元，为Daniela的“个人保护、家庭保安和运输服务”花费了129万美元。 达里奥还获得了个人使用的私人喷气机，这又使公司损失了97,055美元。
称公司的成功 " 在很大程度上取决于 " 其高级团队，特别是Dario和Daniela的继续服务，他们 " 对推进公司的研究和任务至关重要 "。
Anthropic有一些相当存在的风险因素
每个S-1都有一大堆可能出错的东西 Anthropic也不例外。 但是，除了关于竞争、监管和市场变化的标准警告外，也有一些不太常规的风险。
例如，AI系统可能造成“灾难性”损害的Anthropic 警告，这种损害可能无法由整个“保险业在总体中”承担。 随着人工智能系统越来越复杂，还有Claude — — 或任何其他人工智能系统 — — 能否拥有或发展“注意形式”的问题。 这种设想将带来一些相当不寻常的商业挑战。 也有可能“以意外、错位或自主的方式行事”
它渴望计算
Anthropic需要计算，备案详细记录了数十亿美元的承诺，以保障为其AI模型提供动力所需的计算，包括一旦所有计划容量交付，每月约31亿美元到SpaceX访问Nvidia GPU，到2029年总计高达1205亿美元。 其他承诺包括：到2033年，用Microsoft支出了449亿美元；到2033年，用Google至少支出了1 145亿美元；今后十年，用Amazon支出了1 100亿美元。
Anthropic还计划扩大自己的“基础设施足迹”，包括海外，因为美国数据中心的发展面临越来越多的反对。
它有一个非常奇怪的公司结构
Anthropic作为一个公益公司已经有一个有些复杂的公司结构。 但还有另一个不寻常的曲折，能让七位创始人即使在公司公开后仍能保持对公司相当大的控制。 通过一个名为“Fonder LLC”的单独公司实体，集团将集体控制50.1%的股东对关键事项的表决权。 Anthropic 称七位创始人“显然有能力担任我们使命的管理者”，通过负责任的人工智能开发造福人类。
Anthropic 只列出两个对手
Anthropic的名字只有另外两个开发者：OpenAI和Google。 慰问SpaceX,Meta等AI世界。
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Anthropic has finally filed its S-1 prospectus with the SEC, a document designed to give investors a look under the hood of its business, from how much its executives are making and plans for spending its IPO billions to the risks that could derail its ambitions.
Five weird details from Anthropic’s IPO filing
From conscious AI and ‘catastrophic’ risk to unusual corporate structures and executive perks.
At more than 300 pages, there’s a lot to unpack, and some of the disclosures have not previously been reported. Here are some of the biggest things that jumped out to us from our first pass:
It pays to be an Amodei
Sibling co-founders Dario Amodei and Daniela Amodei are the two most highly-paid executives at Anthropic, according to the filing. Last year, CEO Dario’s compensation totaled nearly $18 million, most of which came from stock and option awards. President Daniela, meanwhile, received $16.4 million. Admittedly, it is at the lower end of the Big Tech scale, but it is still a tidy sum.
And that’s not all. Anthropic also spent $2.75 million on “personal security services” for Dario and $1.29 million for “personal protection, home security, and transportation services” for Daniela. Dario also gets access to a private jet for personal use, which cost the company another $97,055.
The company says its success is “highly dependent on the continued service” of its senior team, particularly Dario and Daniela, who “are critical” to advancing the company’s research and mission.
Anthropic has some pretty existential risk factors
Every S-1 features a long list of things that could go wrong. Anthropic’s is no exception. But alongside standard warnings about competition, regulation, and market shifts, there are some less conventional risks too.
For one, Anthropic warns that AI systems could cause potentially “catastrophic” harm, potentially of a kind that could not be underwritten by the entire “insurance industry in the aggregate.” As AI systems become more sophisticated, there’s also the question of whether Claude — or any other AI system — could possess or develop “forms of sentience.” Such a scenario would present some rather unusual business challenges. There’s also the possibility they “may behave in unintended, misaligned, or autonomous ways” that could damage the company.
It’s hungry for compute
It’s no secret that Anthropic needs compute, but the sheer scale of its spending is staggering. The filing details billions of dollars of commitments to secure the compute needed to power its AI models, including roughly $3.1 billion per month to SpaceX for access to Nvidia GPUs once all of the planned capacity is delivered, totaling as much as $120.5 billion by 2029. Other commitments include spending $44.9 billion with Microsoft through 2033, at least $114.5 billion with Google through 2033, and $110 billion with Amazon over the next ten years.
Anthropic also plans to expand its own “infrastructure footprint,” including overseas, as it faces increasing opposition to data center development in the US.
It has a really weird corporate structure
Anthropic already has a somewhat complicated corporate structure as a public benefit corporation. But there’s another unusual twist that will allow its seven cofounders to retain considerable control over the company even after it goes public. Through a separate corporate entity called “Founder LLC,” the group will collectively control 50.1 percent of shareholder voting power over key matters. Anthropic says the seven founders “are distinctly equipped to be stewards of our mission” of benefiting humanity through responsible AI development.
Anthropic names only two rivals
There’s no shortage of AI models out there, but when it comes to “direct competition,” Anthropic names just two other developers: OpenAI and Google. Condolences to SpaceX, Meta, and the rest of the AI world.
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