OpenAI 支持的 Thrive Holdings 斥资 153 亿美元收购实体安防巨头 ADT
英文标题：OpenAI-backed Thrive Holdings acquires ADT
由知名风投 Thrive Capital 剥离设立、且获 OpenAI 投资与技术支持的控股公司 Thrive Holdings 宣布收购老牌实体安防巨头 ADT，股权收购对价约 76 亿美元，含债务总企业价值达 153 亿美元。作为合作方，OpenAI 将为 ADT 等被投企业派驻前向部署工程师（FDE）并提供核心 AI 模型技术支撑。该交易标志着传统安防硬件与监控服务全面迎来生成式 AI 重构，ADT 将作为核心基石，与苹果、亚马逊等科技巨头在智能家庭安防与物理安防场景展开新一轮 AI 竞逐。
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中文
两家公司于周四宣布，Thrive Holdings 已以每股 10 美元、约合 76 亿美元的股权价值收购了实体安防公司 ADT。ADT 表示，除股权外，该交易的总企业价值达到 153 亿美元。
Thrive Holdings 是从 Josh Kushner 掌舵的知名风投机构 Thrive Capital 剥离出来的控股公司。该公司不仅将 OpenAI 视为其合作伙伴，OpenAI 同时也是其投资方。该机构的使命是长期持有其他企业，并利用 AI 赋能重塑这些企业。Thrive Holdings 表示，目前其旗下持有的公司已超过 75 家。
作为合作伙伴，OpenAI 为 Thrive 旗下的公司提供 AI 模型、技术以及专业技术人员——即前向部署工程师（forward-deployed engineers）。
ADT 和 Thrive 均未正式公布即将推出的具体 AI 赋能安防产品，但双方透露了追加投资并发布新产品的计划。新闻稿中指出：“ADT 将成为 Thrive Holdings 智能家庭安防业务的基石。”
AI 驱动的物理安防领域目前正迎来高光时刻。苹果刚刚与 LG 和施耐德电气合作推出了一系列全新的智能家居与家庭安防产品，正式进军该领域。亚马逊也更新了其智能家居产品线，包括全新 AI 家用摄像头。ADT 此前已与苹果和谷歌建立了合作关系，预计这些合作仍将继续推进。未来的可能性同样令人期待，一些初创公司甚至已开始提供 AI 机器狗作为巡逻安保。
注：本文已更新，补充了 ADT 当前的合作伙伴信息，并明确了 Thrive Holdings 作为控股公司的定位。
English / 原文
Thrive Holdings has acquired physical security company ADT for $10 per share or about $7.6 billion in equity, the companies announced on Thursday. Beyond equity, the total enterprise value of the deal is $15.3 billion, ADT said.
Thrive Holdings is the holding company spinout from Josh Kushner’s powerhouse VC firm Thrive Capital. It also counts OpenAI as its partner, as well as an investor. The firm’s mission is to hold other companies long-term, revitalizing them with AI. Currently, Thrive Holdings holds over 75 companies, it says.
As a partner, OpenAI supplies AI models and tech as well as people, otherwise known as forward-deployed engineers, to Thrive’s companies.
Neither ADT nor Thrive announced what new AI-powered security products they will be releasing, but they did tease that the plan was to invest and release new products. “ADT will form the foundation of Thrive Holdings’ smart home security business,” the press release said.
AI-powered physical security is having a moment right now. Apple just entered the field with a new line of smart home and home security products in collaboration with LG and Schneider Electric. Amazon updated its smart home line, including new AI-powered home cameras. ADT already partners with Apple and Google and is expected to continue to do so. And who knows what the future might bring? Some startups are offering AI dog robots as roving security guards.
Note: This story was updated to include ADT’s current partnerships and to describe Thrive Holdings as a holding company.