史上最高种子轮花落AI：20亿美元断档领先，苹果Meta抢着都投不进，扎克伯格转头挖联创也遭拒

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2025/06/26

梦晨发自凹非寺量子位 | 公众号 QbitAIAI圈融资收购挖人大战，乱成一锅粥了！最新消息，OpenAI前CTO创办的Thinking Machines完成20亿美元种子轮融资，不仅刷新了AI领域的融资纪录，也成为有史以来规模最大的种子轮融资。最初，市场传闻该公司的融资目标约为10亿美元，在短短数月内目标金额翻倍。甚至在这之前苹果和Meta都曾试图投资或收购Thinking Machines...

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Machines...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626074225978f06ee&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0949170426.SGD","symbol_name":"Blackrock Global Multi-Asset Income A6 SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626074225978f06ee&s=b","article_id":"2546224759","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626074225978f06ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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rejected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":0.9,"META":1},"content_text":"梦晨 发自 凹非寺量子位 | 公众号 QbitAIAI圈融资收购挖人大战，乱成一锅粥了！最新消息，OpenAI前CTO创办的Thinking Machines完成20亿美元种子轮融资，不仅刷新了AI领域的融资纪录，也成为有史以来规模最大的种子轮融资。最初，市场传闻该公司的融资目标约为10亿美元，在短短数月内目标金额翻倍。甚至在这之前苹果和Meta都曾试图投资或收购Thinking Machines，不过都被创始人Mira Murati拒绝了。其中，苹果与Thinking Machines的谈判并未进入深入阶段就暂时搁置了。但Meta扎克伯格并没有就此善罢甘休，收购不成，转头就去挖人，把AI人才招聘玩成了NBA转会模式。毕竟Thinking Machines获得超预期融资的核心竞争力在于团队，约三分之二的成员来自OpenAI，重点人物包括：John Schulman，OpenAI联合创始人和前强化学习团队负责人北大校友翁荔，OpenAI前安全团队负责人Barret Zoph，OpenAI前研究副总裁此外，Thinking Machines还聘请了两位OpenAI的元老级人物担任顾问，分别是GPT-1的一作Alec Radford和OpenAI前研究主管Bob McGrew。据消息称扎克伯格试图挖走John Schulman未果，他现在是Thinking Machines的联合创始人及CTO。此外，这段时间扎克伯格还试图挖走OpenAI的Sora作者Bill Peebles、试图收购Perplexity都没成功，最终天价收走了Scale AI。如今，Thinking Machines正式宣告融资完成，给这一段混乱的收购抢人大战，画上一个休止符。刷新种子轮融资历史纪录在Thinking Machines之前，历史上最大几个的种子轮融资在2亿美元至4.5亿美元之间，根本没有能与之接近的，断档领先。第二大的是Yuga Labs，2022年筹集4.5亿美元种子融资，这家公司主要做数字收藏品和NFT，此外还有好几家获得2亿美元种子轮融资的公司都是区块链相关。AI行业此前最大的种子轮融资是Lila Sciences，于今年三月份筹集2亿美元，致力于打造生命、化学和材料科学的完全自主实验室。Lila Sciences创始团队中，首席科学家George Church是CRISPR技术的先驱。说回到今天的主角Thinking Machines。本轮20亿美元种子论融资由Andreessen Horowitz领投，Accel和Conviction Partners等其他投资者跟投，估值来到100亿美元。本轮融资结束后，Murati的董事会投票权将超过所有其他董事的总和，确保她对公司所有关键决策拥有最终决定权。不过关于该公司正在开展哪些研究和产品的信息仍然很少。今年2月宣布成立时对外表示要打破当前AI“一刀切”的模式，专注于开发可高度定制、支持人机协作的多模态AI系统。与追求完全自主的AI代理不同，Thinking Machines Lab专注于开发能与人类专家协同工作的多模态系统。他们认为，AI的潜力在于增强而非取代人类，其模型将能适应从科学到编程等更广泛的人类专业领域，而不仅仅局限于当前模型擅长的狭窄任务。公司将自己定位为开放科学的倡导者，这与许多顶级AI实验室的封闭生态系统形成鲜明对比。他们计划通过频繁发布技术论文、开源代码、共享数据集和模型规范，来促进整个研究社区的合作与进步，并建立公众对AI技术的信任。目前仅有的一点消息：Murati告诉投资者，计划根据企业业务KPI开发定制的AI模型，并计划推出C端产品，而与Murati交谈过的投资者将其技术描述为“面向企业的强化学习”。参考链接：[1]https://news.crunchbase.com/venture/biggest-seed-round-ai-thinking-machines-mira-murati/[2]https://www.bloomberg.com/news/newsletters/2025-06-22/will-apple-buy-an-ai-company-apple-takes-a-close-look-at-acquiring-perplexity-mc7m98q9[3]https://www.wsj.com/tech/ai/meta-ai-recruiting-mark-zuckerberg-5c231f75","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}