特朗普又赢了,获硅谷顶流 560 亿美元风投大佬支持

链捕手Published on 2024-07-18Last updated on 2024-07-18

来源:北美商业电讯

最新消息显示,周三,美国大型私人风险投资公司 Andreessen Horowitz 联合创始人本·霍罗维茨( Ben Horowitz )在播客节目中宣布,将与联合创始人马克·安德森 ( Marc Andreessen ) 一起,投入数百万美元支持特朗普的总统竞选活动,并支持特朗普新近宣布的竞选搭档参议员 JD ·文斯( JD Vance )。

值得注意的是, JD ·文的职业生涯正是始于风险投资,曾在彼得·蒂尔 ( Peter Thiel ) 的 Mithril Capital 和史蒂夫·凯斯 ( Steve Case ) 支持的 Revolution 工作。

霍洛维茨和安德森是美国创业投资界公开支持特朗普的最新和最知名的成员。到目前为止,硅谷内部有不少人公开支持特朗普,包括保守派煽动者彼得·蒂尔、 All - In 播客的好斗主持人和 Palantir 联合创始人乔·朗斯代尔。

当然还有埃隆·马斯克,据媒体报道,他毫不掩饰对总统乔·拜登的蔑视,并承诺每月向与特朗普结盟的新超级政治行动委员会捐赠 4500 万美元。

根据对十多位湾区和纽约的初创企业投资者的采访,一些风险投资家认为,选择万斯作为竞选伙伴表明特朗普第二届政府将采取更加有利于科技的立场。

“我认为现在硅谷有越来越多的人愿意支持特朗普,”一位初创公司投资者表示,“随着知名人士的加入,会有更多的人效仿。‘让美国再次伟大’风投公司的资产管理规模很大,因此在我们的生态系统中很有影响力。”

安德森·霍洛维茨控制着超过 560 亿美元的资产,其名字几乎就是创业文化的代名词。他的最新声明可能会引发风险投资界竞相支持特朗普。

“如果有人本来就是特朗普的支持者,并且担心未来被冷落,那么这一切确实会给他们带来好处,”旧金山一家管理着 3 亿多美元资金的风险投资公司负责人表示。但即便如此,他也不认为这代表着该行业会发生翻天覆地的变化,而只是“少数几家公司的变化”。

但硅谷其他人的看法并不一样。

另一位风险投资人表示:“现在很多风险投资人都抱有非常保守的观点,认为特朗普这个人或多或少让人反感,但同时,特朗普可能对企业更为有利。”

布拉德利·塔斯克( Bradley Tusk )是一位由政治策略师转行的风险投资家,曾为参议员查克·舒默( Chuck Schumer )等知名民主党人工作过。他表示,近几个月来他注意到一种变化,越来越多的投资者表示支持特朗普。

“如果他们相信特朗普获胜的可能性很高,他们面对自己的投资组合公司时就会对自己说:‘好吧,至少我应该对获胜者施加一些影响’,”他说道。

图片

塔斯克指出,许多风险投资家认为特朗普/万斯政府领导下会带来更多经济利益。

“风险投资家就像每个选民一样,你会回顾自己在一位总统领导下的生活工作情况,然后将其与另一位总统进行比较。从纯粹的风险流动性角度来看,特朗普领导下的生活和工作更好。这不一定是拜登的错,但这是现实,”他说。

许多风险投资家指出拜登政府对加密行业的严格监管、对人工智能的立场,以及他们所认为的美国联邦贸易委员会委员莉娜·汗的反商业倾向——莉娜·汗经常提起诉讼以阻止合并。

“风险投资行业经历了一段非常动荡的时期, IPO 数量稀少,美国联邦贸易委员会 ( FTC ) 也冻结了主要的并购交易,投资者纷纷用钱包投票,”一位纽约风险投资家表示:“风险投资家们认为,在特朗普的领导下,并购/ IPO 市场将会更快地重新开放。

“文斯更支持对科技采取宽松监管的做法,尤其是在加密货币领域,”一位湾区风险投资人表示:“考虑到试图在 SEC 当前立场下进行创新的个人风险,人们一直避免在该领域进行投资,但文斯却带来了机会。反垄断和联邦贸易委员会的裁决可能也会朝着有利于资本家的立场发展。”

大多数接受媒体采访的风险投资家都一致反对莉娜·汗。

“我们需要联邦贸易委员会放松管制,这太糟糕了。我们无法出售我们的公司,因为莉娜·汗正在阻止每一次合并,”一位纽约风险投资家表示,但他也对特朗普的反民主倾向表示担忧。

“莉娜·汗在司法方面太失控了,”另一位湾区风险投资家抱怨道:“这对创新来说真的非常糟糕。”

不过,万斯也表示支持莉娜·汗的反垄断政策,并在二月份表示,她是“拜登政府中为数不多的我认为做得相当不错的人之一”。

目前,风险投资家们似乎并不太担心万斯可能的支持管制的立场。

“选择万斯作为竞选搭档——让特朗普的竞选团队更加亲硅谷,”一位湾区风险投资家表示:“从民主党到共和党的转变将让你的资金发挥更大的作用。风险投资家来这里是为了赚钱,如果他们不赚钱,那么他们就没工作了。”

并非所有人都认为万斯入选总统大选具有重大意义。“万斯并没有改变我的看法,”红杉资本的一位投资者表示,该公司是创业生态系统的长期支柱。他说,他注意到行业内出现了倾向于特朗普的倾向,但这与万斯关系不大,而与人们普遍认为特朗普政府将更加支持科技有关。

由于担心拜登是否适合担任总统,风险投资家们也希望拜登退出竞选。

“如果拜登和特朗普正式对决,我认为许多‘反特朗普者’会支持特朗普,”一位湾区风险投资人表示““如果拜登被一个还算不错的人取代,我认为很多人会投票给民主党。在我与风险投资人的聊天中,很多人都在谈论希望换人,这样他们就不必投票给特朗普了。”

“我个人更关心一个重视所有人权利的强大民主国家,而不是我的银行账户(我不认为一个不尊重法治的政府对任何人的银行账户都有好处)。” Lobby Capital 创始合伙人、投资者 David Hornik 表示。“文斯不是商业的朋友,也不是民主的朋友,也不是一个运转良好的经济的朋友。我认为风险投资界应该足够聪明,能够认识到这一点。”

Related Reads

When Real Estate Ownership Goes Digital: What Happens to Your Rights, Risks, and Liquidity?

"Tokenizing Real Estate: Rights, Risks, and the Path to Liquidity" While tokenizing real-world assets (RWA) gains traction, real estate presents unique complexities. Beyond technical token issuance, critical challenges remain: enforcing legal rights, managing the underlying physical asset, and creating genuine secondary market liquidity. This article explores these issues through OneAsset, a Dubai-based commercial real estate (CRE) tokenization platform. OneAsset moves away from simply offering asset fragmentation. Instead, it focuses on institutional-grade infrastructure, prioritizing asset quality, legal enforceability, and operational fundamentals. Each property is held in an independent, single-asset vault, backed by a legally separate Special Purpose Vehicle (SPV) for bankruptcy remoteness. Investors acquire tokens representing the economic rights to a specific property, with precise legal claims defined by the underlying SPV structure. OneAsset emphasizes that tokenization cannot transform a poor-quality asset. Its initial focus is on institutional investors and quality Dubai-based CRE, selected for stable tenant cash flows and a clear regulatory environment. The platform integrates compliance by design, aiming to embed investor qualification and transfer rules directly into the token architecture. A core insight is that asset fragmentation does not automatically create liquidity. True liquidity depends on the asset's inherent quality—its location, cash flow, and valuation—as well as sufficient buyer demand. The goal is not just tradability, but making real estate rights more easily priced, verified, and reallocated. Looking ahead, the article discusses the potential for "AiFi" (AI-powered finance). For AI agents to autonomously allocate capital, investment assets like real estate tokens must become truly "machine-readable." This requires a high degree of standardization in legal rights, valuations, cash flows, and compliance data—a direction OneAsset is pursuing through its structured data reporting. In conclusion, real estate tokenization is shifting from a technology narrative to a focus on asset fundamentals. Blockchain can enhance efficiency and programmability, but it cannot replace sound underwriting, property management, or legal execution. The real work begins after the asset is on-chain.

marsbit28m ago

When Real Estate Ownership Goes Digital: What Happens to Your Rights, Risks, and Liquidity?

marsbit28m ago

After Affecting Two Generations, Meta Ordered to Pay $18 Billion in Damages

After more than two decades, a legal parallel has emerged. In 1998, major U.S. tobacco companies settled for $206 billion, leading to strict advertising bans and warning labels that significantly reduced smoking rates. On August 26, 2026, Meta reached a landmark settlement with U.S. attorneys general, agreeing to pay up to approximately $18 billion and implement mandatory changes to Facebook and Instagram. This historic settlement, one of the largest against a tech company, stems from allegations that Meta deliberately designed addictive features like infinite scroll and push notifications, harming youth mental health and violating child privacy laws. Facing a potential $1.4 trillion lawsuit and a series of unfavorable jury verdicts, Meta chose to settle on the eighth day of trial to avoid a catastrophic ruling. The core of the agreement is not just the financial penalty, which Meta will pay over 10 years, but a series of strict, 10-year product mandates for young users. These include a hard two-hour daily time limit (combined across apps), a default "nighttime block" from midnight to 6 AM, restricted notifications during school hours, hidden "like" counts, an optional non-algorithmic feed, and stronger age verification. An independent auditor will monitor compliance. Crucially, roughly 30% ($5.3 billion) of Meta's payment is contingent on YouTube and TikTok adopting similar measures and paying around $5 billion each. This move aims to create an industry-wide standard and prevent Meta from being competitively disadvantaged. The settlement is being likened to Big Tobacco's "tobacco moment." By legally framing addictive algorithm design as a "public nuisance," it sets a powerful precedent. Nearly 3,000 similar cases are pending against other social media giants, signaling a fundamental shift in regulatory pressure. The era where platforms could deny the addictive impact of their designs on children is effectively over.

marsbit33m ago

After Affecting Two Generations, Meta Ordered to Pay $18 Billion in Damages

marsbit33m ago

Trading

Spot
活动图片