OpenAI’s explicit deferral of any 2026 IPO, announced by CEO Sam Altman in September amid priorities for AI safety and alignment work, has driven the 96% market-implied probability that Anthropic lists first. Anthropic confidentially filed its S-1 in June 2026 and is advancing toward a November debut, with marketing expected in mid-to-late October after finalizing financing and showing third-quarter results. Trader consensus reflects these verified timelines and OpenAI’s pivot to a large private round at roughly $1.4 trillion valuation. Still, modest delays in Anthropic’s regulatory review or market conditions could narrow the gap, while any sudden reversal in OpenAI’s safety stance remains a low-probability swing factor.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · ActualizadoView resolved

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