How a Melbourne fund manager bought into AI giants Anthropic, OpenAI

 

When artificial intelligence giant Anthropic closed a staggering $US13 billion funding round early this month, Australia’s biggest venture capital firms watched from the sidelines as some of the world’s largest investment firms bought in.

Among them, however, was a low-profile Melbourne fund manager, which is making a habit of taking stakes in the hottest AI companies globally.

This Melbourne fund manager has increasingly stood out for its contrarian approach. While most domestic investors shy away from early exposure to cutting-edge AI ventures, it has built a reputation for spotting opportunities ahead of the crowd. By leveraging international connections and quietly participating in high-profile deals, the group is positioning itself as one of Australia’s most forward-looking capital allocators.

过去十年看光伏,未来十年看什么?澳洲新能源的投资逻辑变了

过去几年,新能源行业的投资逻辑更多围绕发电端展开,风电、光伏等可再生能源装机规模持续增长,成为全球能源转型的重要方向。

不过,随着澳洲新能源渗透率不断提升,行业竞争的重点正从“发更多的电”,转向“如何把电更稳定、更高效地送到用户手中”。

支撑这一趋势的,是新能源行业长期向好的发展前景。从政策支持、用电需求增长到可再生能源成本持续下降,多重因素共同推动澳洲能源转型不断提速。

How a Melbourne fund manager bought into AI giants Anthropic, OpenAI