PSP's Momei Qu on Anthropic's Pre-IPO Investor Day

Ahead of Anthropic's pre-IPO investor day, PSP Growth's Momei Qu said public-market investors disagree over whether fast-growing AI companies should accept lower margins and heavy capex or prove stronger returns. Recent IPO setbacks in Asia and Aura's withdrawal add uncertainty for AI firms and the broader market.

• PSP Growth: investors split on AI margins and heavy capex
• Recent IPO setbacks in Asia and Aura's withdrawal add uncertainty
• Anthropic holds pre-IPO investor day