Trader consensus on Polymarket gives Anthropic a 67% implied probability of IPOing first over OpenAI, driven by recent reports of Anthropic surpassing OpenAI in annualized revenue at $30 billion amid surging private-market valuations exceeding $1 trillion. Anthropic's aggressive timeline—eyeing an October 2026 debut with bankers like Goldman Sachs and JPMorgan—contrasts with OpenAI's internal tensions, where CFO Sarah Friar urged delaying past 2026 due to slowing user growth, missed revenue targets, and $600 billion in compute commitments under CEO Sam Altman's push. No S-1 filings yet for either AI lab, but Anthropic's enterprise momentum and lack of discord position it ahead; watch for confidential SEC submissions or official announcements as key catalysts.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedAnthropic
$53,492 Vol.
$53,492 Vol.
Anthropic
$53,492 Vol.
$53,492 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 67% implied probability of IPOing first over OpenAI, driven by recent reports of Anthropic surpassing OpenAI in annualized revenue at $30 billion amid surging private-market valuations exceeding $1 trillion. Anthropic's aggressive timeline—eyeing an October 2026 debut with bankers like Goldman Sachs and JPMorgan—contrasts with OpenAI's internal tensions, where CFO Sarah Friar urged delaying past 2026 due to slowing user growth, missed revenue targets, and $600 billion in compute commitments under CEO Sam Altman's push. No S-1 filings yet for either AI lab, but Anthropic's enterprise momentum and lack of discord position it ahead; watch for confidential SEC submissions or official announcements as key catalysts.
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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