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“身家都只是账面数字”。

凭借在明星创企ScaleAI中的股份,30岁的郭露西(LucyGuo)取代歌手泰勒·斯威夫特(TaylorSwift),成为世界上最年轻的白手起家女亿万富豪。福布斯近日发布的这一消息引发轰动,并在4月24日登上热搜。

AI新一轮的造富神话开始了。据福布斯,郭露西目前身家约为12.5亿美元,其中近12亿美元都是ScaleAI的股份。不过ScaleAI并未上市,郭露西本人对福布斯的回应是“身家都只是账面数字”。

市场对AI的狂热正在催生越来越多的AI新贵,一些AI创企短短几年间拿下数十亿甚至百亿美元的投资,公司估值的上涨也带动了创始人个人资产的倍数增长。但这轮AI浪潮还只是开始,资本市场是否存在局部过热,目前的高估值是否能持续,还有待观察。

最年轻的女亿万富豪

AI圈对ScaleAI这家明星初创公司并不陌生,这一公司目前主要给大模型企业提供数据标注和训练,一度被称为AI界的“富士康”。

大模型的火热带动了从算力到数据等各类基础设施服务商的快速增长,ScaleAI也不例外,他们的客户几乎涵盖各大AI头部公司,包括OpenAI、微软、谷歌、Meta在内。

自2016年成立以来,ScaleAI基本保持一两年一轮融资的节奏,目前已拿下7轮超过16亿美元的融资。最新的一轮融资是去年5月,ScaleAI以138亿美元的估值完成了一轮10亿美元融资,投资方涵盖20多家机构和个人,英伟达、亚马逊、Meta、英特尔等科技巨头纷纷入局。

而就在3月底,ScaleAI被曝估值再次大涨。有消息称ScaleAI正在促成一份股份转让要约,允许老员工和投资者将所持股份卖给新投资者或再度参与投资的旧股东,这笔交易预计将于6月1日完成。据几位知情人士透露,此次交易对ScaleAI的估值为250亿美元,较去年5月大涨80%。

正是凭借这一估值,郭露西成为全球最年轻的白手起家女性亿万富豪,取代了35岁的歌手、巨星泰勒·斯威夫特。

郭露西是ScaleAI的联合创始人,是华裔移民后代,中学时期开始接触编程,随后在卡内基梅隆大学学习计算机科学和人机交互,但在毕业前她选择辍学,加入由亿万富豪彼得·蒂尔(PeterThiel)创立的“蒂尔奖学金”计划,这一项目主要是资助具有创业潜力的年轻人创业。

2015年,在问答平台Quora担任产品设计师期间,郭露西认识了亚历山大·王(AlexandrWang)。亚历山大·王同样是一位华裔后代,父母是物理学家,他从小就展露出数理天才的一面,2016年,19岁的他从麻省理工学院(MIT)辍学,和郭露西一起创立了ScaleAI。

据悉,亚历山大·王担任ScaleAI的首席执行官,郭露西则负责这家公司的运营和产品设计团队。但在2018年,两人在公司管理方式上出现分歧,据称亚历山大·王解雇了郭露西。郭露西后来在一份声明中表示,“我们在一些观点上存在分歧,但我为ScaleAI所取得的成就感到骄傲”。

虽然离开了ScaleAI,但郭露西保留了她在公司的大部分股份,目前持股比例不到5%,以ScaleAI最新250亿美元的估值算,这一股份价值接近12亿美元。

对于是否将在ScaleAI的本轮股份转让要约中出售部分持股,郭露西并未公开回应。据福布斯估算,加上郭露西在第二家初创企业Passes中的持股等其他资产,她的总身家约为12.5亿美元。

对于自己的新晋亿万富豪身份,郭露西对福布斯的回应是,“其实没太多想这件事,这有点不可思议。可惜身家都只是账面数字。”

福布斯表示,郭露西是全球仅有的六位40岁以下白手起家女亿万富豪之一,同时,她也是唯一一位在离开所创办的公司数年后,依然凭借其股份赚得大部分身家的女性。

AI造富进行时

在这轮生成式AI浪潮中身价飙升的不止郭露西,现年28岁的CEO亚历山大·王也在今年成为了福布斯2025全球最年轻的亿万富豪,据福布斯估计,他在公司中持有14%的股份。

这是亚历山大·王第二次成为亿万富豪。早在2021年,73亿美元的公司估值就使得他首次跻身亿万富豪行列,但在2023年,由于大批非上市科技公司估值暴跌,他从福布斯富豪榜上跌落。在2024年5月新一轮融资后,ScaleAI的估值达到138亿美元,亚历山大·王也重新上榜。

浪潮更迭中,不少AI明星公司的融资和估值同样在这两年迅速飙涨。除了ScaleAI,头部大模型独角兽OpenAI有望以3000亿美元的估值成为全球价值最高的初创公司之一。由OpenAI前员工团队于2021年创建的Anthropic公司,估值已经超过600亿美元。而去年10月成立的SafeSuperintelligence,估值已达320亿美元。

仅在2024年,Anthropic就获得了三笔共计约75亿美元的投资,今年初,有消息称Anthropic正在筹集20亿美元新一轮融资。据福布斯估算,随着Anthropic的估值飙升至600亿美元,这一初创公司的七位创始团队成员都将晋升为亿万富豪,据悉,每位联合创始人持有超过2%的Anthropic股权,这意味着他们的净资产至少达到12亿美元。

同时,OpenAI前联合创始人苏茨克维(IlyaSutskever)于2024年6月创立的人工智能研究公司SafeSuperintelligence,不到一年目前估值已超过300亿美元。值得一提的是,这一公司目前尚未产生收入,也不计划销售AI产品,而是致力于打造安全超级智能。

AI在短时间内创造的财富让人惊叹,但值得警惕的是,大部分财富仍停留在账面上,许多公司可能一夜之间化为乌有。

以ScaleAI为例,公司最新250亿美元的估值是否有泡沫还未可知。数据显示,2023年,ScaleAI的年度收入(ARR)达7.6亿美元,2024年其营收约为8.9亿美元。亚历山大·王早期曾对外表示公司会在2024年底盈利,但目前并未有“好消息”传出。

在数据标注领域,ScaleAI之后,Labelbox、Appen等竞品也逐渐成长起来,技术壁垒有限可能导致价格战,压缩利润率。

AI行业的确在创造财富,但短期来看,还需警惕估值过高的风险,尤其在非核心技术领域。生成式AI浪潮初期,一切都还在快速变化。这一轮造富潮的可持续性,或许最终将取决于AI商业化落地的实际进度。

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