VC firm Bessemer now has another $5.75B to invest in (what else?) AI

风投公司 Bessemer 再获 57.5 亿美元资金，继续押注（还能是什么？）AI

Bessemer Venture Partners announced on Wednesday that it has raised $5.75 billion across two new funds to accelerate its investment across all parts of the AI stack. Bessemer Venture Partners 周三宣布，已通过两支新基金筹集了 57.5 亿美元，旨在加速其在人工智能（AI）技术栈各个领域的投资。

The firm, which has backed companies such as Anthropic, Cognition, Legora, Perplexity, Ramp, Shopify, and Waymo, dedicated $1.75 billion for seed and early-stage investing and the remaining $4 billion for growth startups. 该公司曾投资过 Anthropic、Cognition、Legora、Perplexity、Ramp、Shopify 和 Waymo 等企业。此次筹集的资金中，17.5 亿美元将用于种子轮和早期投资，其余 40 亿美元将用于支持成长型初创企业。

Bessemer has been well-known as a leading VC in the SaaS era, with a particular knack for picking enterprise winners, like Box, Docusign, and Gainsight. Bessemer 在 SaaS 时代一直以领先的风投机构著称，尤其擅长发掘 Box、Docusign 和 Gainsight 等企业级市场的赢家。

Since 2022, it has invested in more than 260 AI-native companies. So far, the firm has invested $3 billion into AI-related startups, it says, including those focused on compute, infrastructure, foundation models, dev tools, app-layer startups, and agentic tech. 自 2022 年以来，该公司已投资了超过 260 家 AI 原生公司。据称，目前该机构已向 AI 相关初创企业投入了 30 亿美元，涵盖计算、基础设施、基础模型、开发工具、应用层初创公司以及智能体（agentic）技术等领域。

Now, Bessemer positions all things AI as the opportunity of a lifetime — a common sentiment, until the next big trendy tech revolution comes around, of course. 如今，Bessemer 将 AI 视为千载难逢的机遇——当然，这种观点很普遍，直到下一次重大的科技革命浪潮到来为止。

“AI-native companies are scaling faster than any category of technology we’ve backed before,” Bessemer Partner Byron Deeter said in the company’s funding announcement. Bessemer 合伙人 Byron Deeter 在公司的融资公告中表示：“AI 原生公司的扩张速度超过了我们以往投资过的任何技术类别。”

VC firms also need to keep increasing their war chests, Deeter told Bloomberg, because companies staying private longer has become “a permanent structural shift.” Deeter 在接受彭博社采访时表示，风投公司也需要不断增加“弹药库”（资金储备），因为企业保持私有化状态的时间变长已成为一种“永久性的结构性转变”。