Takedra Mawakana

Yeah, listen, on Monday we were discussing where are the crossover funds in this round.

Now we have some examples with DE Shaw, with Dragoneer.

We also have...

a continuing list of traditional venture capitalists in the round.

What I'm really paying attention to is the addition of Founders Fund to the cap table.

That's an early open AI investor.

And Founders Fund is known for concentrated bets.

So it is interesting to see an early open AI investor go ahead and be a major investor in this anthropic round.

And Founders Fund is not alone.

We're seeing Sequoia as well in the round.

And the list grows.

Yeah, I mean, it used to be a huge taboo because of concerns about information leakage or how do you really take that out of your head when you're in a partner meeting and discussing two different roadmaps that are both, in this case, going towards a version of AGI.

What I would say and what we are reporting is that

certain investors get certain information rights.

In the case of OpenAI, sources are telling us that if you have a certain amount of ownership in the company that comes with its own information.

And so what we're really wondering is who's taking big checks in these rounds because they are the ones that will have to answer the questions of how are we keeping the information separate.

Raising the $16 billion and at the $126 billion valuation is really a vote of confidence.

I mean, this team has been heads down for a long time trying to bring this sort of scientific project into reality and at scale.

And so it's a huge vote of confidence, not only from our majority investor, Alphabet,

but also from our co-lead investors, Sequoia and DST and Dragoneer, as well as a host of world-class existing and new investors.