AI 评测平台 Arena 完成 2 亿美元 B 轮融资，10 个月估值近翻倍至 31 亿美元
Popular AI leaderboard Arena nearly doubles valuation to $3.1B valuation in 10 months
- 1Arena 完成 2 亿美元 B 轮融资，估值 31 亿美元，Lightspeed 与 Khosla Ventures 领投
- 2公司称 6 月年化收入达 1 亿美元，1 月 A 轮时为 3000 万美元，估值约 10 个月近翻倍
- 3Arena 源于 2023 年 UC Berkeley 众包模型排名项目，去年 9 月推出商业化产品 AI Evaluations
- 4新增 alignment 榜单，按越权行动、错误归因、谎报完成任务评估模型，OpenAI 模型居初步榜单首位
模型评测正从免费榜单变成年化收入过亿美元的生意，静态基准被刷分后企业需要中立第三方的判断。
- 影响：选型依据正从标准化跑分转向真实使用反馈，传统基准的可信度因刷分受质疑；模型评测成为新的付费服务品类，企业采购模型时多了一个外部比对来源；alignment 维度开始被纳入模型评估。
- 参考：选型时可考虑把众包评测数据与自有业务的试点结果交叉验证，不单看静态跑分；值得把越权行动、错误归因、谎报完成这类 alignment 指标加入供应商评估清单。
- 依据：融资金额、估值、年化收入均为公司融资公告口径，暂无独立验证；基准刷分为原文报道的行业现象，alignment 排名为 Arena 初步数据。
Arena, which originated in 2023 as a research project at UC Berkeley that crowdsourced rankings of AI models, has raised a $200 million Series B round at a $3.1 billion valuation, it said on Thursday.
This comes after the company said it reached $100 million in annualized run-rate revenue in June.
The round was led by Lightspeed Venture Partners and Khosla Ventures, with Salesforce Ventures, 01 Advisors, Dell Technologies Capital, Endeavor Catalyst, a16z, Felicis, and others joining in. Arena previously announced a $150 million Series A in January at a $1.7 billion post-money valuation. At the time, its annualized revenue was $30 million, it said. So that means its valuation has nearly doubled in about 10 months.
Arena provides a crowdsourced platform that is free for consumers to use. People enter prompts or request vibe-coded projects and then rate which model does it better. Arena claims it has tens of millions of monthly visitors.
In September of last year, it introduced its commercial product, AI Evaluations, a service that provides model labs and enterprises with detailed performance analytics based on its community feedback. The timing proved impeccable. This year, AI labs realized that their models were gaming benchmarking tests, finding ways to rack up good scores without truly earning them. At the same time, enterprises wanted help determining which model works best for their own internal needs rather than relying only on standardized benchmarks.
“AI is advancing faster than our ability to evaluate it, and static benchmarks break down once models recognize they’re being tested,” the company said in its funding announcement. “The world needs a neutral third party to measure how safe and aligned AI actually is once it’s in the hands of real people. Arena is stepping into that role today,” it added.
To that end, Arena has also added a new category to its leaderboard: alignment. This is where it ranks models based on issues like unauthorized action (taking actions it wasn’t asked to take); false attribution (wrongly crediting statements or facts to the wrong source); and what it calls “deceptive completion” (lying about completing tasks that it didn’t do).
Currently, a slate of OpenAI’s models are at the top of its preliminary alignment leaderboard, with Claude Opus 5.5 and Claude Fable in sixth and ninth place, respectively.
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Julie Bort is the Startups/Venture Desk editor for TechCrunch.
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来源：TechCrunch · AI · techcrunch.com