特朗普又赢了,获硅谷顶流 560 亿美元风投大佬支持

链捕手Publicado a 2024-07-18Actualizado a 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。”

Lecturas Relacionadas

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

DeepSeek has updated its DeepSeek V4 model with the DSpark speculative decoding framework, achieving a significant 60-85% speedup in generation for Flash models and 57-78% for Pro models while maintaining the same overall throughput. This engineering-focused update, rather than a core architectural change, introduces DSpark to address latency and throughput bottlenecks in high-concurrency production environments. DSpark combines high-throughput parallel generation with adaptive load-aware verification. Its key innovations include a semi-autoregressive generation architecture to model dependencies within token blocks and a hardware-aware confidence-scheduled verification system. This system uses a confidence head to predict token acceptance probabilities, allowing it to dynamically optimize verification length per request and allocate compute only to tokens with the highest expected payoff. The asynchronous scheduler is designed for real-world deployment, ensuring zero-overhead scheduling and continuous CUDA graph replay while preserving the target model's output distribution. In tests across mathematical reasoning, code generation, and daily dialogue, DSpark outperformed state-of-the-art models like Eagle3 and DFlash, increasing average acceptance length by 26.7%-30.9% and 16.3%-18.4% respectively on Qwen3 target models. DeepSeek also open-sourced DeepSpec, a full-stack codebase for training and evaluating speculative decoding draft models, providing a standardized toolkit that includes data preparation tools, model implementations, training code, and evaluation scripts.

marsbitHace 2 hora(s)

Just now, DeepSeek V4 updates with DSpark, improving inference speed by 80%

marsbitHace 2 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbitHace 4 hora(s)

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbitHace 4 hora(s)

This is How God Karpathy Uses Claude?

Andrej Karpathy, a prominent figure in AI, has reportedly joined Anthropic, leading to a noticeable decrease in his open-source contributions and social media activity. A document claiming to be his personal "CLAUDE.md" file—a set of instructions for the Claude AI to follow within a specific codebase—has been circulating online. While its authenticity is unverified, the content aligns closely with Karpathy's publicly shared principles on effective AI-assisted programming. The document outlines key rules for AI coding assistants, emphasizing the importance of reading existing code thoroughly before writing new code to maintain consistency. It advises against over-engineering, advocating for simple, surgical modifications that match the project's existing style. Other guidelines include clarifying assumptions upfront, writing meaningful tests, thoughtful debugging, and carefully considering dependencies. The core message is that these principles help prevent common AI coding failures, such as introducing unnecessary abstractions, style drift, or making invisible architectural decisions. The community has noted that even experts like Karpathy require detailed instructions to guide AI effectively, akin to managing a junior developer. A related GitHub repository, "andrej-karpathy-skills," which encapsulates these ideas, is reported to significantly reduce Claude's code error rate. Ultimately, the advice stresses that the best CLAUDE.md is tailored to one's own tech stack and coding practices.

marsbitHace 4 hora(s)

This is How God Karpathy Uses Claude?

marsbitHace 4 hora(s)

Trading

Spot
活动图片