AI IPO Boom: OpenAI, Anthropic, and Surging Investor Demand

Isabelle Freidheim discusses the strong return of the IPO market, led by massive demand for AI names like OpenAI and Anthropic. She says investor attention will eventually expand to infrastructure and applied AI companies beyond the headline players. Freidheim also highlights growing pricing competition between the two firms, raising questions about margins and long-term profitability.

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