
GEORGES DORIOT, a founding father(奠基人,创始人) of venture capital (VC), described his job as judging “a man and an idea”. Many Silicon Valley investors looking to make mega-bucks(巨额财富) from the artificial-intelligence boom have embraced a similarly minimalist philosophy. A string of AI superstars with little more than(仅仅是,不过是) a vague ambition have raised billions from VC investors to decamp((突然)离开,出走) from established model-makers and set up their own so-called neolabs. So far most have little to show for it(成果寥寥,拿不出什么成绩).
风险投资(VC)的奠基人乔治·多里奥特曾把自己的工作描述为评判“一个人和一个想法”。如今,许多想从人工智能热潮中赚取巨额财富的硅谷投资者也信奉这种极简主义哲学。一批AI明星人物仅凭模糊的雄心壮志,就从风投那里融得数十亿美元,纷纷从成熟的模型公司出走,创办了所谓的“新实验室”。但到目前为止,它们大多拿不出什么像样的成果。
The neolab(新实验室(AI初创公司)) era began in June 2024 with the launch of Safe Superintelligence (SSI) by Ilya Sutskever(OpenAI联合创始人、AI顶尖科学家), a co-founder of OpenAI. Two years later a total of 29 neolabs had been founded, according to a count by Radical Ventures, a VC firm. This cohort(一批,一群) has now raised a combined $23bn, according to figures from PitchBook(金融数据提供商), a data provider (see chart). Among the list is Reflection AI, whose open-weight(开放权重的) Beam model, announced on October 5th, was hailed as America’s answer to the cheap Chinese models that have rapidly gained ground in the West.
新实验室时代始于2024年6月,OpenAI联合创始人伊利亚·苏茨克维创立了Safe Superintelligence(SSI)。两年后,据风投公司Radical Ventures统计,共有29家新实验室成立。根据数据提供商PitchBook的数据,这批公司迄今已累计融资230亿美元(见图表)。Reflection AI便是其中之一,其于10月5日发布的开放权重模型Beam,被誉为美国对廉价中国模型的回应——这些中国模型已在西方迅速占领市场。

Other neolabs, however, have not yet achieved much with their funding. Under 35% of the startups in Radical Ventures’ cohort have released commercial offerings(商业产品,商用服务), according to The Economist’s analysis of public announcements. A greater share—slightly over half—have released code that developers can incorporate into their own products, but these are often billed as research demos meant only to showcase the approach a neolab is taking.(更大比例——略超半数——发布了开发者可整合到自己产品中的代码,但这些通常被标榜为研究演示,仅用于展示新实验室所采用的方法。)
然而,其他新实验室尚未利用融资取得多少成果。根据《经济学人》对公开声明的分析,Radical Ventures统计的这批初创公司中,不到35%发布了商业产品。更大比例——略超半数——发布了开发者可整合到自己产品中的代码,但这些通常被标榜为研究演示,仅用于展示新实验室所采用的方法。