Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people. Since late last year, Anthropic has tasked employees with improving how its chatbot handles personal queries, like questions about health, travel and recipes, said Mike Krieger , c...
Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people. Since late last year, Anthropic has tasked employees with improving how its chatbot handles personal queries, like questions about health, travel and recipes, said Mike Krieger , co-leader of the company’s Labs team, which focuses on experimental AI software. Speaking on the sidelines of a company conference in San Francisco, Krieger said Anthropic is focused on the “quality, polish and performance” of its chatbot. That includes reducing the amount of time it takes for a user to query Claude after opening the mobile app. “We took it from something like five or six seconds down to like a second today,” Krieger, who previously co-founded Instagram, said in an interview Wednesday. Anthropic released the first version of its Claude chatbot in 2023. Though the company has built AI software geared toward enterprise users, it has made strides with consumers in recent months, buoyed by the viral success of two of its products for helping people streamline tasks. The startup also reached a wider audience with a Super Bowl commercial positioning its Claude chatbot as an ad-free alternative to OpenAI’s ChatGPT. A standoff with the Pentagon earlier this year over AI safeguards has helped, too, pushing Claude up the app store charts. The software is currently the second-most-popular free app in Apple’s App Store in the US, sandwiched between OpenAI’s ChatGPT at No. 1 and Google’s Gemini app in third place. In March, the company said daily signups had quadrupled since the start of the year. At the time, more than 1 million people were signing up every day, Anthropic said. As part of an effort to meet growing demand for its software, Anthropic also said Wednesday that it inked a deal with Elon Musk’s SpaceX for computing power. Terms of the deal weren’t disclosed.
(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Interventi...
(Bloomberg) -- Artificial intelligence startup Anthropic PBC, which originally aimed its Claude chatbot at businesses, is looking to capitalize on recent inroads with consumers by making the software more appealing to everyday people.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitDOJ Plans Intervention in Trump Supreme Court Carroll AppealAnthropic Unveils AI Agents to Field Financial Services Task
在2024年，小娱曾预测，2025年结构性变化不会走到终点，又将是剧集行业在生死线上挣扎的一年。 近期，各家上市公司的2025年年报与2026年一季报陆续发布。毫无疑问的是，2025年的长剧市场没有人好过。包括平台在内，十家剧集相关公司仅有三家在2025年实现盈利。 小娱翻阅主流剧集公司的年报，想要回答三个问题： 钱去哪儿了？还能拍新片吗？拥抱短剧和AI有用吗？ AI by 娱乐资本论 小娱发现：...
在2024年，小娱曾预测，2025年结构性变化不会走到终点，又将是剧集行业在生死线上挣扎的一年。 近期，各家上市公司的2025年年报与2026年一季报陆续发布。毫无疑问的是，2025年的长剧市场没有人好过。包括平台在内，十家剧集相关公司仅有三家在2025年实现盈利。 小娱翻阅主流剧集公司的年报，想要回答三个问题： 钱去哪儿了？还能拍新片吗？拥抱短剧和AI有用吗？ AI by 娱乐资本论 小娱发现：1）剧集公司的财务困境，来自 缩水的市场规模、削减的利润空间， 以及为了 保住市场份额所付出的超高成本及项目变动损失 ；2） 减新片、化库存、提资金周转速度 成为行业常态，只有部分公司能够做到稳定的内容产出；3）上市公司 的短剧业务布局反映在了业绩之中但无法形成利润 ，而all in AI的风吹到文娱行业之后，或将加速行业寻找下一个盈亏平衡点的进程。 各上市公司2025年盈利情况，数据来源：同花顺iFinD，注：幸福蓝海主要业务为电影院线，慈文传媒、华策影视、欢瑞世纪、唐德影视其他主营业务包含经纪业务等。 钱去哪儿了？ 剧集公司的钱都花到哪里去了？ 剔除影院等业务干扰后，如果只考虑电视剧业务，不难发现多数剧集公司的电视剧业务毛利率在2025年均处于正常水平。除了慈文传媒、幸福蓝海的电视剧业务毛利率较低以外， 多数上市公司电视剧业务毛利率在20%至30%之间。 各剧集公司电视剧业务盈利情况，数据来源：同花顺iFinD 值得注意的是，稻草熊娱乐在2025年年报中首次披露了定制剧和版权剧的构成和毛利率差异。根据稻草熊娱乐，2025年的版权剧收入约为9.6亿元，而定制剧收入从2024年的零上升至6千万元，定制剧毛利率约为21.1%，远高于版权剧的10.7%。这个有点违反常理的结论，或许也和这几年版权剧销售周期变长，资金沉淀成本过高有关。 2025年稻草熊的版权剧包括《漂白》、《赴山海》等热门剧集，其中《漂白》入选爱奇艺史上热度最高的十部剧集。稻草熊娱乐在年报中提到，单部剧集集数的减少、以及各播出平台缩减采购预算，成为版权剧收入下滑的主要原因。 不管是做定制剧还是版权剧，长剧公司的利润在毛利率这一环便被严格控制，在行业整体缩减成本的大背景下，腾挪空间极其有限。 扣除制作成本后，长剧公司的销售和管理费用始终居高难下；甚至， 为了保住收入规模，反而需要投入更高的成本。 欢瑞世纪的销售费用...
Earnings Call Insights: Lantronix (LTRX) Q3 fiscal 2026 Management view Saleel Awsare said the company “delivered revenue of $30.2 million and non-GAAP EPS of $0.04, both within our guidance range,” and added that “gross margin also remained strong at above 43%, supported by a richer mix of
Earnings Call Insights: Lantronix (LTRX) Q3 fiscal 2026 Management view Saleel Awsare said the company “delivered revenue of $30.2 million and non-GAAP EPS of $0.04, both within our guidance range,” and added that “gross margin also remained strong at above 43%, supported by a richer mix of
Hawkeye 360 Inc. , a provider of satellite-based signals intelligence for US government agencies, is raising $416 million in a US initial public offering priced at the top of a marketed range, according to people familiar with the matter. The Herndon, Virginia-based company is selling 16 million shares for $26 apiece, said the people, who asked not to be identified because the information wasn’t p...
Hawkeye 360 Inc. , a provider of satellite-based signals intelligence for US government agencies, is raising $416 million in a US initial public offering priced at the top of a marketed range, according to people familiar with the matter. The Herndon, Virginia-based company is selling 16 million shares for $26 apiece, said the people, who asked not to be identified because the information wasn’t public yet. The shares were marketed for $24 to $26 each. The pricing would value Hawkeye 360 at $2.4 billion, based on the outstanding shares in its filings. A representative for the company declined to comment. Founded in 2015, Hawkeye 360 makes, owns and operates a constellation of more than 30 satellites that listen for radio signals from emitters such as radars, jammers and satellite phones and uses its own signal-processing algorithms to process classified data for the US government. Proceeds of the IPO are expected to be used to repay debt and help fund a deferred payment related to its December acquisition of Innovative Signal Analysis, a Dallas-based provider of signal-processing technology. The offering coincides with a burst of IPO activity in the defense technology sector as global conflicts drive up military spending. Arxis Inc. , a provider of electronic parts for aerospace and defense firms, surged 38% in the company’s trading debut after it raised $1.3 billion in an upsized IPO this month. Shares of military drone manufacturer Aevex Corp. climbed 35% in its first day following its $368 million IPO in April. Hawkeye 360’s revenue jumped to $117.7 million in 2025, up from $67.6 million a year earlier while net income rose to $48,000 from a net loss of $31.2 million, according to its regulatory filings. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . Hawkeye 360 was valued at near...