Anthropic's active preparations for a November 2026 IPO, including recent reports of formal marketing as early as mid-November, drive the 95.8% market-implied odds favoring it over OpenAI. Trader consensus reflects OpenAI CEO Sam Altman's September statements ruling out a 2026 listing to prioritize AI safety and alignment work ahead of any public debut, pushing its timeline to 2027 at the earliest while it pursues additional private funding. Anthropic's confidential S-1 filing, surging revenue run rate exceeding $65 billion, and planned roadshow position it to list first barring last-minute regulatory reviews or market shifts. Potential swing factors include further Anthropic delays from SEC processes or broader AI policy developments that could alter either company's path.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourView resolved

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