logo
Anthropic's Jared Kaplan Charts the Course for Enterprise AI

Anthropic's Jared Kaplan Charts the Course for Enterprise AI

TechCrunch09-06-2025
Anthropic Co-Founder and Chief Science Officer Jared Kaplan joined TechCrunch Senior Reporter Maxwell Zeff at our TechCrunch Sessions: AI event to talk about the hottest topic within the AI community right now: agents. In Kaplan's view, chatbots are just the start, and agents will be the next frontier in expanding what AI can be capable of accomplishing.
Kaplan also addressed a couple recent flashpoints with Anthropic, including the company rescinding some model access to the startup Windsurf, reportedly set to be acquired by OpenAI, as well as the company's stance against some of the Trump admin's recent AI policies.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

EU says it will continue rolling out AI legislation on schedule
EU says it will continue rolling out AI legislation on schedule

TechCrunch

time8 minutes ago

  • TechCrunch

EU says it will continue rolling out AI legislation on schedule

The European Union on Friday said it will stick to its timeline for implementing its landmark AI legislation, in response to a concerted effort by over a hundred tech companies to delay the bloc's AI rules, Reuters reported. Tech companies from across the world, including giants like Alphabet, Meta, Mistral AI and ASML have been urging the European Commission to delay rolling out the AI Act, saying it will hurt Europe's chances to compete in the fast-evolving AI arena. 'I've seen, indeed, a lot of reporting, a lot of letters and a lot of things being said on the AI Act. Let me be as clear as possible, there is no stop the clock. There is no grace period. There is no pause,' the report cited European Commission spokesperson Thomas Regnier as saying. A risk-based regulation for applications of artificial intelligence, the AI Act bans a handful of 'unacceptable risk' use cases outright, such as cognitive behavioral manipulation or social scoring. It also defines a set of 'high-risk' uses, such as biometrics and facial recognition, or AI used in domains like education and employment. App developers will need to register their systems and meet risk and quality management obligations to gain access to the EU market. Another category of AI apps, such as chatbots, are considered 'limited risk' and subject to lighter transparency obligations. The EU started rolling out the AI Act last year in a staggered fashion, with the full rules coming into force by mid-2026.

What Makes Ares Management Corporation (ARES) a Long Term Investment?
What Makes Ares Management Corporation (ARES) a Long Term Investment?

Yahoo

time11 minutes ago

  • Yahoo

What Makes Ares Management Corporation (ARES) a Long Term Investment?

Parnassus Investments, an investment management company, released the 'Parnassus Mid Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Russell Midcap Growth Index fell 7.12% in the first quarter, starting with a continuation of the late 2024 rally but later experiencing a sharp decline. The Fund (Investor Shares) fell -9.98% (net of fees) in the quarter, compared to the Russell Midcap Growth Index's -7.12% fall. Stock selection in Consumer Discretionary and Industrials contributed to the relative performance, while Communication Services and Health Care detracted. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Parnassus Mid Cap Growth Fund highlighted stocks such as Ares Management Corporation (NYSE:ARES). Founded in 1997, Ares Management Corporation (NYSE:ARES) is an alternative asset manager. The one-month return of Ares Management Corporation (NYSE:ARES) was 4.69%, and its shares gained 28.63% of their value over the last 52 weeks. On July 3, 2025, Ares Management Corporation (NYSE:ARES) stock closed at $177.96 per share, with a market capitalization of $58.12 billion. Parnassus Mid Cap Growth Fund stated the following regarding Ares Management Corporation (NYSE:ARES) in its Q1 2025 investor letter: "We also added four competitively advantaged, highly profitable and market-share-gaining companies whose stocks had sold off due to what we view as transitory issues. Ares Management Corporation (NYSE:ARES) is a fast-growing alternative asset manager with a leading private credit franchise. We don't know when the market will rebound, but we expect these new positions will lead the market higher whenever it does. A close up of a senior financial advisor reviewing a portfolio and making recommendations for an investor. Ares Management Corporation (NYSE:ARES) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held Ares Management Corporation (NYSE:ARES) at the end of the first quarter, which was 43 in the previous quarter. While we acknowledge the potential of Ares Management Corporation (NYSE:ARES) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Ares Management Corporation (NYSE:ARES) and shared the list of stocks with high PE ratios that are getting dumped by insiders. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of ARES as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio

The Top 5 Analyst Questions From 3D Systems's Q1 Earnings Call
The Top 5 Analyst Questions From 3D Systems's Q1 Earnings Call

Yahoo

time11 minutes ago

  • Yahoo

The Top 5 Analyst Questions From 3D Systems's Q1 Earnings Call

3D Systems' first quarter results fell short of Wall Street's expectations, with management attributing the underperformance to weakened customer capital spending and heightened uncertainty around global tariffs. CEO Jeffrey Graves noted that outside of healthcare and defense, most customers paused or delayed capital expenditures, significantly impacting sales, especially in materials for dental and orthodontic applications. He described the environment as "anemic" and outlined that logistics cost pressures and shifting inventory management strategies among key customers contributed to revenue volatility. As a result, the company began more aggressive cost reduction initiatives to align with the reduced demand. Is now the time to buy DDD? Find out in our full research report (it's free). Revenue: $94.54 million vs analyst estimates of $98.31 million (8.1% year-on-year decline, 3.8% miss) Adjusted EPS: -$0.21 vs analyst expectations of -$0.15 (44.8% miss) Adjusted EBITDA: -$22.79 million vs analyst estimates of -$12.36 million (-24.1% margin, 84.3% miss) Operating Margin: -38.9%, in line with the same quarter last year Market Capitalization: $234.6 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Troy Jensen (Cantor Fitzgerald): Asked about aligner market inventory swings. CEO Jeffrey Graves explained that customers are moving to just-in-time inventory, making quarter-to-quarter demand less predictable but not fundamentally altering long-term growth. Greg Palm (Craig Hallum): Questioned the cause of the revenue miss late in the quarter. Graves cited last-minute customer purchase order delays and logistical challenges, especially in materials and equipment shipments, as main factors. Brian Drab (William Blair): Inquired about options for managing the upcoming debt maturity. Graves said the company is evaluating paying down debt, refinancing, or retaining more cash, and will decide after assessing the post-divestiture cash position. Brian Drab (William Blair): Asked whether incremental cost cuts would hurt growth. Graves emphasized that R&D investments are being maintained for core platforms, but efforts in less proven markets are being reduced or paused to preserve growth in key areas. Alek Valero (Loop Capital Markets): Requested more detail on the role of 3D printing in AI infrastructure. Graves discussed three areas: semiconductor manufacturing equipment, data center cooling via copper printing, and energy generation components. In future quarters, the StockStory team will be watching (1) whether cost savings initiatives translate into sustainable profitability at current revenue levels, (2) adoption and commercial traction of new metal and polymer printing platforms—particularly in healthcare and industrial applications, and (3) stabilization in dental materials demand as major customers adjust their inventory strategies. Execution on these fronts will be key to 3D Systems' ability to navigate ongoing market uncertainty. 3D Systems currently trades at $1.72, down from $2.58 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store