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

Ahead of Anthropic’s pre-IPO investor day, Momei Qu of PSP Growth says public-market investors may disagree over whether fast-growing AI companies deserve lower margins and heavy capital spending—or must prove stronger returns and profitability. Recent IPO setbacks, including a collapse in Asia and Aura’s withdrawal, illustrate the uncertainty facing both AI firms beyond Anthropic and companies outside the sector. She speaks with Scarlet Fu & Hema Parmar on "The Close." (Source: Bloomberg)