史上最高種子輪花落AI：20億美元斷檔領先，蘋果Meta搶着都投不進，扎克伯格轉頭挖聯創也遭拒

澎湃新聞

2025/06/26

夢晨發自凹非寺量子位 | 公衆號 QbitAIAI圈孖展收購挖人大戰，亂成一鍋粥了！最新消息，OpenAI前CTO創辦的Thinking Machines完成20億美元種子輪孖展，不僅刷新了AI領域的孖展紀錄，也成為有史以來規模最大的種子輪孖展。最初，市場傳聞該公司的孖展目標約為10億美元，在短短數月內目標金額翻倍。甚至在這之前蘋果和Meta都曾試圖投資或收購Thinking Machines...

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Machines之前，歷史上最大幾個的種子輪融資在2億美元至4.5億美元之間，根本沒有能與之接近的，斷檔領先。第二大的是Yuga Labs，2022年籌集4.5億美元種子融資，這家公司主要做數字收藏品和NFT，此外還有好幾家獲得2億美元種子輪融資的公司都是區塊鏈相關。AI行業此前最大的種子輪融資是Lila Sciences，於今年三月份籌集2億美元，致力於打造生命、化學和材料科學的完全自主實驗室。Lila Sciences創始團隊中，首席科學家George Church是CRISPR技術的先驅。説回到今天的主角Thinking Machines。本輪20億美元種子論融資由Andreessen Horowitz領投，Accel和Conviction Partners等其他投資者跟投，估值來到100億美元。本輪融資結束後，Murati的董事會投票權將超過所有其他董事的總和，確保她對公司所有關鍵決策擁有最終決定權。不過關於該公司正在開展哪些研究和產品的信息仍然很少。今年2月宣佈成立時對外表示要打破當前AI「一刀切」的模式，專注於開發可高度定製、支持人機協作的多模態AI系統。與追求完全自主的AI代理不同，Thinking Machines Lab專注於開發能與人類專家協同工作的多模態系統。他們認為，AI的潛力在於增強而非取代人類，其模型將能適應從科學到編程等更廣泛的人類專業領域，而不僅僅侷限於當前模型擅長的狹窄任務。公司將自己定位為開放科學的倡導者，這與許多頂級AI實驗室的封閉生態系統形成鮮明對比。他們計劃通過頻繁發布技術論文、開源代碼、共享數據集和模型規範，來促進整個研究社區的合作與進步，並建立公眾對AI技術的信任。目前僅有的一點消息：Murati告訴投資者，計劃根據企業業務KPI開發定製的AI模型，並計劃推出C端產品，而與Murati交談過的投資者將其技術描述為「面向企業的強化學習」。參考鏈接：[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"}}}