Microsoft holds a modest 56% implied probability of finishing 2026 with a higher valuation than the combined Anthropic and OpenAI, reflecting its established $3.81 trillion market cap and diversified cash flows against the AI startups’ rapid but smaller-scale growth. As of late August, Anthropic trades at roughly $965 billion to $1.28 trillion in private and secondary markets after its May Series H, while OpenAI sits near $852 billion to $894 billion following its March round and August tender—yielding a combined base near $1.8–2.2 trillion versus Microsoft’s scale. Both startups have posted explosive annualized revenue run rates exceeding $100 billion combined, yet Microsoft’s Azure and Copilot contributions continue to deliver steady earnings growth amid high AI capex. Key catalysts include Anthropic’s expected September–October IPO filing and potential OpenAI liquidity events, which could compress or expand multiples depending on public-market reception and any dilution. Traders price in Microsoft’s durability and existing partnerships as a buffer against near-term volatility in private AI valuations.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · ZaktualizowanoAnthropic + OpenAI
Anthropic + OpenAI
NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on January 1, 2027, this market may remain open until 11:59 PM ET on January 4, 2027. If no further data is released by that time, the market will resolve according to the data available.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a private company completes an IPO or direct listing prior to the specified date, this market will resolve according to the company's public market capitalization at the market close of the specified date or the most recent trading day.
Public market capitalization will be determined using the final official regular-hour trading price published for the company's primary listed common equity on its primary exchange for the specified date or the most recent trading day, multiplied by the company's total outstanding common shares at the relevant time.
If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the last NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data?return_url=https://polymarket.copilot.markets/finance/privates) and here (https://fe.secondmarket.com/companies/company-3e197763-4ff8-4d8c-bd1f-cc2792937757/data?return_url=https://polymarket.copilot.markets/finance/privates). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If Anthropic and OpenAI's combined valuation is equal to Microsoft's public market capitalization at resolution, this market will resolve to 50-50.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Rynek otwarty: May 19, 2026, 4:27 PM ET
Rozstrzygający
0x65070BE91...NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for the specified date by 1:00 PM ET on January 1, 2027, this market may remain open until 11:59 PM ET on January 4, 2027. If no further data is released by that time, the market will resolve according to the data available.
If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing.
If a private company completes an IPO or direct listing prior to the specified date, this market will resolve according to the company's public market capitalization at the market close of the specified date or the most recent trading day.
Public market capitalization will be determined using the final official regular-hour trading price published for the company's primary listed common equity on its primary exchange for the specified date or the most recent trading day, multiplied by the company's total outstanding common shares at the relevant time.
If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the last NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data?return_url=https://polymarket.copilot.markets/finance/privates) and here (https://fe.secondmarket.com/companies/company-3e197763-4ff8-4d8c-bd1f-cc2792937757/data?return_url=https://polymarket.copilot.markets/finance/privates). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
If Anthropic and OpenAI's combined valuation is equal to Microsoft's public market capitalization at resolution, this market will resolve to 50-50.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Rozstrzygający
0x65070BE91...Microsoft holds a modest 56% implied probability of finishing 2026 with a higher valuation than the combined Anthropic and OpenAI, reflecting its established $3.81 trillion market cap and diversified cash flows against the AI startups’ rapid but smaller-scale growth. As of late August, Anthropic trades at roughly $965 billion to $1.28 trillion in private and secondary markets after its May Series H, while OpenAI sits near $852 billion to $894 billion following its March round and August tender—yielding a combined base near $1.8–2.2 trillion versus Microsoft’s scale. Both startups have posted explosive annualized revenue run rates exceeding $100 billion combined, yet Microsoft’s Azure and Copilot contributions continue to deliver steady earnings growth amid high AI capex. Key catalysts include Anthropic’s expected September–October IPO filing and potential OpenAI liquidity events, which could compress or expand multiples depending on public-market reception and any dilution. Traders price in Microsoft’s durability and existing partnerships as a buffer against near-term volatility in private AI valuations.
Eksperymentalne podsumowanie AI odwołujące się do danych Polymarket. To nie jest porada handlowa i nie ma wpływu na rozstrzyganie tego rynku. · Zaktualizowano


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