Anthropic's IPO tests the AI investment boom
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Show notes
Anthropic's sales are soaring, but questions remain about the AI boom, with its IPO seen as a major test for the sector.
Anthropic's IPO prospectus reveals the scale of the AI investment boom, with surging revenue, heavy computing costs and a reported $81 billion loss, largely attributed to an accounting charge.
SBS Finance Editor Ricardo Gonçalves speaks with Alex Pollack, chief investment officer at Loftus Peak, about investor risks, revenue concentration and the potential scale of the listing.
Clive Maguchu, senior strategist at State Street Investment Management, examines the ASX's 0.5 per cent rise, interest rates, inflation and geopolitical risks.
In this episode
What Anthropic's IPO reveals about the AI boomRevenue concentration and risks for AI investorsHow interest rates, inflation and global tensions affect marketsWhat Microsoft's buyout offer signals for AI and jobsSBS On the Money is a daily finance podcast where SBS Finance Editor Ricardo Gonçalves unpacks the ASX, the economy and the latest market moves with leading analysts and executives.
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