Trader consensus on Polymarket gives Anthropic a 68.5% implied probability of IPOing first, driven by recent Bloomberg reporting of its October 2026 target—earlier than OpenAI's vague second-half plans—bolstered by explosive revenue growth to a $30 billion annualized run-rate and surpassing OpenAI in workplace AI adoption per Ramp's latest index. Anthropic's valuation has rocketed past $900 billion in pre-IPO trading and funding talks, fueled by Claude model demand and partnerships with Amazon and Google, while OpenAI grapples with missed user/revenue targets, $600 billion in compute commitments, and CFO skepticism on a 2026 listing amid intensifying competition. Key catalysts include upcoming S-1 filings and fundraising closes, though timelines could slip due to regulatory scrutiny on AI labs.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedAnthropic
$54,164 Vol.
$54,164 Vol.
Anthropic
$54,164 Vol.
$54,164 Vol.
This market will resolve to "OpenAI" if OpenAI completes an Initial Public Offering (IPO) before Anthropic completes an IPO by December 31, 2027, 11:59 PM ET, as confirmed by official company announcements and credible news sources.
This market will resolve 50-50 if:
- Neither company completes an Initial Public Offering (IPO) by December 31, 2027, 11:59 PM ET;
- Both companies complete an IPO on the same calendar date (ET); or
- By December 31, 2027, 11:59 PM ET, both companies become unable to complete an IPO, including due to acquisition, merger, or absorption by an entity that is already publicly traded.
The IPO refers to the first sale of stock by the listed company to the public on any recognized stock exchange.
The resolution source for this market is a consensus of credible reporting.
Market Opened: Jan 30, 2026, 5:43 PM ET
Resolver
0x65070BE91...This market will resolve to "OpenAI" if OpenAI completes an Initial Public Offering (IPO) before Anthropic completes an IPO by December 31, 2027, 11:59 PM ET, as confirmed by official company announcements and credible news sources.
This market will resolve 50-50 if:
- Neither company completes an Initial Public Offering (IPO) by December 31, 2027, 11:59 PM ET;
- Both companies complete an IPO on the same calendar date (ET); or
- By December 31, 2027, 11:59 PM ET, both companies become unable to complete an IPO, including due to acquisition, merger, or absorption by an entity that is already publicly traded.
The IPO refers to the first sale of stock by the listed company to the public on any recognized stock exchange.
The resolution source for this market is a consensus of credible reporting.
Resolver
0x65070BE91...Trader consensus on Polymarket gives Anthropic a 68.5% implied probability of IPOing first, driven by recent Bloomberg reporting of its October 2026 target—earlier than OpenAI's vague second-half plans—bolstered by explosive revenue growth to a $30 billion annualized run-rate and surpassing OpenAI in workplace AI adoption per Ramp's latest index. Anthropic's valuation has rocketed past $900 billion in pre-IPO trading and funding talks, fueled by Claude model demand and partnerships with Amazon and Google, while OpenAI grapples with missed user/revenue targets, $600 billion in compute commitments, and CFO skepticism on a 2026 listing amid intensifying competition. Key catalysts include upcoming S-1 filings and fundraising closes, though timelines could slip due to regulatory scrutiny on AI labs.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



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