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人间清醒的大熊

2023-06-29

就没人看到美团收购代价2.8亿，光年之外净现金2.8亿吗[大无语]这完全是0对价收购，然后结果是所有投资人都撤资了，包括老王和王兴的投资，这妥妥的公司解散好不[大无语]

抱歉，原内容已删除

人间清醒的大熊

2023-06-29

就没人看到美团收购代价2.8亿，光年之外净现金2.8亿吗[大无语]这完全是0对价收购，然后结果是所有投资人都撤资了，包括老王和王兴的投资，这妥妥的公司解散好不[大无语]

抱歉，原内容已删除

人间清醒的大熊

2023-06-29

看看光年之外的账面资金，美团实际0成本收购光年之外，所有投资人撤出，包括老王和王兴本人，这实际就是公司解散啦

人间清醒的大熊

2023-06-29

$美团-W(03690)$ 老王的AI大模型就这样落幕了，万万没想到，后面就是人员遣散了

人间清醒的大熊

2023-06-29

$美团-W(03690)$ AI大模型就这样落幕了，万万没想到，后面就是人员遣散了吧

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18:53","market":"hk","language":"zh","title":"王慧文抑郁就医、美团闪电接盘光年之外：一起“朋友帮朋友”的交易案","url":"https://stock-news.laohu8.com/highlight/detail?id=2347933847","media":"腾讯新闻潜望","summary":"腾讯新闻《潜望》刘雨点距离王慧文高调入局大模型创业潮，到美团全资收购光年之外，才过去仅仅四个月有余。多位行业人士表达称，这是一起“朋友帮朋友”的交易案。据知情人士，一开始，王慧文正在几个想法之间剧烈变化。由于曹毅快速且坚决地下注，源码很快成为了光年之外第一轮开放给机构股东的领投方。光年之外是中国大模型创业舰队中备受瞩目的一支。至于美团收购光年之外后的业务动向，还没有人说得清楚。","content":"<html><body><article><img src=\"https://inews.gtimg.com/news_bt/OTzu4OML7EqiTB8cInUg6KY5atWT4ERB6zlU749nC6LzoAA/0\"/><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻《潜望》刘雨点</p><p>距离王慧文高调入局大模型创业潮，到美团全资收购光年之外，才过去仅仅四个月有余。</p><p>美团6月29日公告称，公司于2023年6月29日（交易时段后）签订交易协议，拟收购光年之外的全部权益，总代价包括：现金约2.34亿美元；承担人民币债务约3.67亿元人民币；现金人民币1.00元。</p><p>多位行业人士表达称，这是一起“朋友帮朋友”的交易案。</p><p>“帮着还钱，挺好的。”一位入局做AIGC的连续创业者称。</p><p>这样起码“投资人没损失”，而且“团队稳定下来”，另一位接近美团的人士说。</p><p>光年之外快速吸引资本又快速出售的命运，是大佬入局创业做大语言模型艰难与挣扎的写照。据上述连续创业者称，一些其他大模型创业团队，也处于这样“进退维谷”的境地。</p><p>光年之外是大佬创业做大语言模型的典型案例。它集纳了市面上一众明星投资机构和个人的青睐，也是市场呼声最高、估值达到独角兽规模最快的一家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>。</p><p>腾讯新闻《潜望》此前报道，在王慧文下决心创业之初，源码资本创始合伙人曹毅就连续见了他几次面。待王慧文携资5000万美元入局后，曹毅立马称愿意拿出相当比例的资金额度，押注王慧文这个人。</p><p>据知情人士，一开始，王慧文正在几个想法之间剧烈变化。他想拿5000万美元支持中国通用人工智能（AGI）事业。选择之一是，这5000万美元分散投给5个项目；选择之二是，5000万美元中一部分，比方说3000万美元给自己买一张船票，其余2000万美元给其他人买一到两张船票；但很快，他全然放弃了前两个想法，而是选择为自己“买了一张全家福”——创立人工智能公司光年之外。</p><p>由于曹毅快速且坚决地下注，源码很快成为了光年之外第一轮开放给机构股东的领投方。其他参与本轮融资的投资方是一众投资圈明星，包括红杉资本、五源资本、腾讯、真格基金、今日资本、宿华等。此外，投资方也包括美团创始人王兴。</p><p>另据知情人士称，由于各方高涨的热情该轮融资总意向认购金额高达5亿美元，但王慧文没要这么多。该轮融资估值超过10亿美元。</p><p>光年之外是中国大模型创业舰队中备受瞩目的一支。众多风投和个人看重的是，王慧文有创造千亿级市值公司的创业经验（是美团联合创始人、二号位），同时带资入组诚意大。虽然他不懂AI技术，但王慧文在组织、战略、节奏把握和产品能力上突出。</p><p>虽然投资光年之外，违背了一些VC内部判断标的的准则。未来应用场景是什么、商业模式如何、烧钱要烧多久才能看到回报，甚至这里究竟有没有创业公司的机会、VC能不能从中获利等现实考量，很多并无清晰答案。</p><p>但他们愿意放手一搏，原因是：不愿意错过投资王慧文这样顶级创业者的机会。</p><p>然而，即便如此，光年之外仍然遭遇了意想不到的转折：创始人抑郁就医，王兴快速“接盘”。这个结果令一些对创业公司入局大模型的悲观者更悲观。</p><p>大语言模型到底有创业公司的机会吗？</p><p>面对狂热冷却后的冷峻现实，上述连续创业者说：“都是老兵， 都会坚持，一定也需要这个阶段的挣扎和努力。”</p><p>至于美团收购光年之外后的业务动向，还没有人说得清楚。只能边走边看。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>王慧文抑郁就医、美团闪电接盘光年之外：一起“朋友帮朋友”的交易案</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n王慧文抑郁就医、美团闪电接盘光年之外：一起“朋友帮朋友”的交易案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 18:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230629185345842cae55&s=b><strong>腾讯新闻潜望</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯新闻《潜望》刘雨点距离王慧文高调入局大模型创业潮，到美团全资收购光年之外，才过去仅仅四个月有余。美团6月29日公告称，公司于2023年6月29日（交易时段后）签订交易协议，拟收购光年之外的全部权益，总代价包括：现金约2.34亿美元；承担人民币债务约3.67亿元人民币；现金人民币1.00元。多位行业人士表达称，这是一起“朋友帮朋友”的交易案。“帮着还钱，挺好的。”一位入局做AIGC的连续创业者称...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230629185345842cae55&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03690":"美团-W","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0320764599.SGD":"FTIF - 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SGD","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230629185345842cae55&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2347933847","content_text":"腾讯新闻《潜望》刘雨点距离王慧文高调入局大模型创业潮，到美团全资收购光年之外，才过去仅仅四个月有余。美团6月29日公告称，公司于2023年6月29日（交易时段后）签订交易协议，拟收购光年之外的全部权益，总代价包括：现金约2.34亿美元；承担人民币债务约3.67亿元人民币；现金人民币1.00元。多位行业人士表达称，这是一起“朋友帮朋友”的交易案。“帮着还钱，挺好的。”一位入局做AIGC的连续创业者称。这样起码“投资人没损失”，而且“团队稳定下来”，另一位接近美团的人士说。光年之外快速吸引资本又快速出售的命运，是大佬入局创业做大语言模型艰难与挣扎的写照。据上述连续创业者称，一些其他大模型创业团队，也处于这样“进退维谷”的境地。光年之外是大佬创业做大语言模型的典型案例。它集纳了市面上一众明星投资机构和个人的青睐，也是市场呼声最高、估值达到独角兽规模最快的一家创业公司。腾讯新闻《潜望》此前报道，在王慧文下决心创业之初，源码资本创始合伙人曹毅就连续见了他几次面。待王慧文携资5000万美元入局后，曹毅立马称愿意拿出相当比例的资金额度，押注王慧文这个人。据知情人士，一开始，王慧文正在几个想法之间剧烈变化。他想拿5000万美元支持中国通用人工智能（AGI）事业。选择之一是，这5000万美元分散投给5个项目；选择之二是，5000万美元中一部分，比方说3000万美元给自己买一张船票，其余2000万美元给其他人买一到两张船票；但很快，他全然放弃了前两个想法，而是选择为自己“买了一张全家福”——创立人工智能公司光年之外。由于曹毅快速且坚决地下注，源码很快成为了光年之外第一轮开放给机构股东的领投方。其他参与本轮融资的投资方是一众投资圈明星，包括红杉资本、五源资本、腾讯、真格基金、今日资本、宿华等。此外，投资方也包括美团创始人王兴。另据知情人士称，由于各方高涨的热情该轮融资总意向认购金额高达5亿美元，但王慧文没要这么多。该轮融资估值超过10亿美元。光年之外是中国大模型创业舰队中备受瞩目的一支。众多风投和个人看重的是，王慧文有创造千亿级市值公司的创业经验（是美团联合创始人、二号位），同时带资入组诚意大。虽然他不懂AI技术，但王慧文在组织、战略、节奏把握和产品能力上突出。虽然投资光年之外，违背了一些VC内部判断标的的准则。未来应用场景是什么、商业模式如何、烧钱要烧多久才能看到回报，甚至这里究竟有没有创业公司的机会、VC能不能从中获利等现实考量，很多并无清晰答案。但他们愿意放手一搏，原因是：不愿意错过投资王慧文这样顶级创业者的机会。然而，即便如此，光年之外仍然遭遇了意想不到的转折：创始人抑郁就医，王兴快速“接盘”。这个结果令一些对创业公司入局大模型的悲观者更悲观。大语言模型到底有创业公司的机会吗？面对狂热冷却后的冷峻现实，上述连续创业者说：“都是老兵， 都会坚持，一定也需要这个阶段的挣扎和努力。”至于美团收购光年之外后的业务动向，还没有人说得清楚。只能边走边看。","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192526055248040,"gmtCreate":1688045408022,"gmtModify":1688049988771,"author":{"id":"3518674244098108","authorId":"3518674244098108","name":"人间清醒的大熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就没人看到美团收购代价2.8亿，光年之外净现金2.8亿吗[大无语]这完全是0对价收购，然后结果是所有投资人都撤资了，包括老王和王兴的投资，这妥妥的公司解散好不[大无语]","listText":"就没人看到美团收购代价2.8亿，光年之外净现金2.8亿吗[大无语]这完全是0对价收购，然后结果是所有投资人都撤资了，包括老王和王兴的投资，这妥妥的公司解散好不[大无语]","text":"就没人看到美团收购代价2.8亿，光年之外净现金2.8亿吗[大无语]这完全是0对价收购，然后结果是所有投资人都撤资了，包括老王和王兴的投资，这妥妥的公司解散好不[大无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192526055248040","repostId":"2347339201","repostType":2,"repost":{"id":"2347339201","pubTimestamp":1688041812,"share":"https://www.laohu8.com/m/news/2347339201?lang=&edition=full","pubTime":"2023-06-29 20:30","market":"hk","language":"zh","title":"美团入局大模型，20.65亿元收购光年之外｜快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2347339201","media":"华夏时报","summary":"6月29日，美团于香港联交所发布公告，称已完成对光年之外境内外主体100%股权的收购，收购价约为20.65亿元人民币。2020年1月，美团联合创始人王慧文宣布从美团退休。6月25日，美团也发布公告称，王慧文因个人健康原因，已提出辞去公司非执行董事、董事会提名委员会成员等职务。上述美团公告也显示，光年之外的股东除了王慧文外，还包括王兴全资拥有的Qima以及由美团非执行董事沈南鹏控制的红杉中国等。","content":"<div>\n<p>文/卢晓在大模型领域相对安静的美团，也加入了这一赛道。6月29日，美团于香港联交所发布公告，称已完成对光年之外境内外主体100%股权的收购，收购价约为20.65亿元人民币。美团在公告中对于这桩并购的解释是，通过收购事项获得领先的AGI技术及人才，有机会加强其于快速增长的人工智能行业中的竞争力。美团方面还表示，并购完成后，将支持光年团队继续在大模型领域进行探索和研究。光年之外由王慧文创立。他与美团...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023062920314582d83228&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团入局大模型，20.65亿元收购光年之外｜快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 20:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023062920314582d83228&s=b><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/卢晓在大模型领域相对安静的美团，也加入了这一赛道。6月29日，美团于香港联交所发布公告，称已完成对光年之外境内外主体100%股权的收购，收购价约为20.65亿元人民币。美团在公告中对于这桩并购的解释是，通过收购事项获得领先的AGI技术及人才，有机会加强其于快速增长的人工智能行业中的竞争力。美团方面还表示，并购完成后，将支持光年团队继续在大模型领域进行探索和研究。光年之外由王慧文创立。他与美团...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023062920314582d83228&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" 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(dist)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023062920314582d83228&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2347339201","content_text":"文/卢晓在大模型领域相对安静的美团，也加入了这一赛道。6月29日，美团于香港联交所发布公告，称已完成对光年之外境内外主体100%股权的收购，收购价约为20.65亿元人民币。美团在公告中对于这桩并购的解释是，通过收购事项获得领先的AGI技术及人才，有机会加强其于快速增长的人工智能行业中的竞争力。美团方面还表示，并购完成后，将支持光年团队继续在大模型领域进行探索和研究。光年之外由王慧文创立。他与美团创始人王兴是清华的上下铺同学，二人从携手创办校内网到美团，已共同创业近二十年。2020年1月，美团联合创始人王慧文宣布从美团退休。在自去年年底掀起的AIGC热潮下，王慧文也在今年2月重新出山创立光年之外，目标是“打造中国OpenAI”。他当时在社交平台发文称，自己出资5000万美元，估值2亿美元。“我当前不懂AI技术，正努力学习，所以个人肉身不占股份，资金占股25%。”有消息人士称，光年之外在两个月内完成了以产品和技术人才为主的团队搭建，吸引了包括多名人工智能领域顶级专家和创业者的加入。目前团队规模在70人左右。但此前王慧文因身体原因，已离岗就医及休养。6月25日，美团也发布公告称，王慧文因个人健康原因，已提出辞去公司非执行董事、董事会提名委员会成员等职务。在融资方面，今年3月，王兴在社交平台透露，其个人将参与王慧文创业公司“光年之外”的A轮投资，并出任董事。上述美团公告也显示，光年之外的股东除了王慧文外，还包括王兴全资拥有的Qima以及由美团非执行董事沈南鹏控制的红杉中国等。6月29日，美团在港股收于124.7港元，降1.89%，总市值约7784亿港元。编辑：黄兴利","news_type":1},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192547717255312,"gmtCreate":1688037111454,"gmtModify":1688037687489,"author":{"id":"3518674244098108","authorId":"3518674244098108","name":"人间清醒的大熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看看光年之外的账面资金，美团实际0成本收购光年之外，所有投资人撤出，包括老王和王兴本人，这实际就是公司解散啦","listText":"看看光年之外的账面资金，美团实际0成本收购光年之外，所有投资人撤出，包括老王和王兴本人，这实际就是公司解散啦","text":"看看光年之外的账面资金，美团实际0成本收购光年之外，所有投资人撤出，包括老王和王兴本人，这实际就是公司解散啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192547717255312","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192541595893944,"gmtCreate":1688035717714,"gmtModify":1688035799019,"author":{"id":"3518674244098108","authorId":"3518674244098108","name":"人间清醒的大熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>老王的AI大模型就这样落幕了，万万没想到，后面就是人员遣散了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>老王的AI大模型就这样落幕了，万万没想到，后面就是人员遣散了","text":"$美团-W(03690)$ 老王的AI大模型就这样落幕了，万万没想到，后面就是人员遣散了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192541595893944","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192541398728880,"gmtCreate":1688035656967,"gmtModify":1688035789732,"author":{"id":"3518674244098108","authorId":"3518674244098108","name":"人间清醒的大熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>AI大模型就这样落幕了，万万没想到，后面就是人员遣散了吧","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>AI大模型就这样落幕了，万万没想到，后面就是人员遣散了吧","text":"$美团-W(03690)$ AI大模型就这样落幕了，万万没想到，后面就是人员遣散了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192541398728880","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}