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Two IPOs test the AI hype, Aussie property keeps falling & a closer look at Firmus
Live from Central Park in New York, Bryce & Ren unpack a cooling Australian property market before turning to two enormous IPOs testing investor appetite for AI. Anthropic is chasing a potentially record-breaking US listing, while Australian data centre operator Firmus is targeting a valuation that would instantly put it among the ASX’s biggest companies. But, when Firmus is stacked up against global AI infrastructure peers, does the valuation make sense, or is the hype running ahead of the numbers?
In this episode:
00:00 Live From Central Park: Property, AI & IPOs
04:06 Australian Property…
The skinny
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