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Gary Marcus argues investors should steer clear of Anthropic’s IPO, saying its financial outlook depends on rapid, sustained growth.
Why it mattersHe made the case in an interview with Bloomberg’s The Close. It is one analyst’s view, not evidence that Anthropic has announced an IPO or that its growth assumptions are wrong. The argument puts a useful question to the AI boom: how much future growth should investors accept as a given?
Discuss: Should investors back AI companies on the expectation of rapid growth, or wait for evidence that the growth can last?
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