Clamping Down on SPVs: A Strategic Move
- Enhanced Transparency: Both OpenAI and Anthropic are tightening controls on Special Purpose Vehicles (SPVs) to prevent opaque investor lists and potential fraud.
- Investor Relations: While not outright banning SPVs, the companies now demand full transparency and are limiting backers' ability to sell shares without prior approval.
Contextualizing the Decision
- Funding Frenzy: The AI sector is experiencing a funding boom, with OpenAI recently raising $8.3 billion and Anthropic targeting $5 billion, leading to heightened scrutiny over investment structures.
- Regulatory Landscape: These measures also reflect increased vigilance over foreign investments in U.S. AI companies, especially those with government contracts, amid concerns about national security and technological sovereignty.