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托德·波利(Todd Boehly)旗下的资产管理巨头Eldridge正积极将人工智慧(AI)技术导入其投资组合中的各家公司,包含英超切尔西足球俱乐部(Chelsea Football Club)以及电影制片公司A24。在科技颠覆风险日益增加的背景下,此举旨在保护其投资组合。切尔西正利用AI分析足球员的受伤情况以减少缺阵时间,而A24则与Google DeepMind达成7500万美元的研究合作,探索AI在电影制作中的应用。

为了强化自身的AI能力并重塑投资流程,Eldridge收购了欧洲AI公司Sudolabs 50%的股权,从而获得了一支约70名专家(包含约40名工程师)组成的团队。这项合作将使Eldridge能够运用AI来简化尽职调查及其他投资流程,提升分析速度并减少全公司的人工作业。

虽然Eldridge曾与美国AI公司Anthropic合作,但投资Sudolabs的部分原因在于避免过度依赖单一的美国AI技术供应商。波利强调,无论在哪个领域,单一来源的供应链都是具风险的,投资Sudolabs的策略确保了Eldridge在AI技术应用上的独立性与灵活性,同时也是为了应对其他投资集团利用AI技术带来的竞争威胁。

Todd Boehly's asset management giant, Eldridge, is actively rolling out artificial intelligence (AI) across its portfolio companies, including Chelsea Football Club and film studio A24. This move is aimed at protecting investments amid the rising risk of technological disruption. Chelsea is leveraging AI to analyze football injuries to reduce players' time on the sidelines, while A24 has entered a $75 million research partnership with Google DeepMind to explore AI in filmmaking.

To bolster its own AI capabilities and overhaul its investment processes, Eldridge has acquired a 50 percent stake in the European AI company Sudolabs. This acquisition provides Eldridge and its portfolio companies access to a team of about 70 specialists, including roughly 40 engineers. The partnership will allow Eldridge to utilize AI to streamline due diligence and other aspects of the investment process, accelerating analysis and reducing manual workload across the firm.

Although Eldridge has previously worked with the US-based AI company Anthropic, the decision to invest in Sudolabs was partly driven by the desire to avoid becoming overly reliant on a single US AI provider. Boehly emphasized that relying on a single source is inherently risky in any sector. The investment in Sudolabs ensures Eldridge's independence and flexibility in its AI strategy, while also countering the competitive threats posed by other investment groups capitalizing on AI tools.

2026-08-11 (Tuesday) · fe3a0bab172e0e539204c6ba1ec897871d7549f4