Trader consensus on Polymarket favors Anthropic IPOing first at 67.5% implied probability, driven by its recent revenue run-rate surpassing OpenAI's—$30 billion annualized recurring revenue versus $24 billion—as highlighted in secondary market data from late April. Anthropic's enterprise-focused Claude AI model has secured eight of the Fortune 10 as customers, fueling capital-efficient growth and a secondary valuation spike to $893 billion, outpacing OpenAI's flat $772 billion amid waning demand. OpenAI faces headwinds from CFO Sarah Friar's push to delay a 2026 listing to 2027 due to infrastructure costs and reporting pressures, plus insider share sales signaling caution. Watch for Anthropic's potential $30 billion raise closing this month and S-1 filings as key catalysts.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · AggiornatoAnthropic
$54,214 Vol.
$54,214 Vol.
Anthropic
$54,214 Vol.
$54,214 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.
Mercato aperto: 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 favors Anthropic IPOing first at 67.5% implied probability, driven by its recent revenue run-rate surpassing OpenAI's—$30 billion annualized recurring revenue versus $24 billion—as highlighted in secondary market data from late April. Anthropic's enterprise-focused Claude AI model has secured eight of the Fortune 10 as customers, fueling capital-efficient growth and a secondary valuation spike to $893 billion, outpacing OpenAI's flat $772 billion amid waning demand. OpenAI faces headwinds from CFO Sarah Friar's push to delay a 2026 listing to 2027 due to infrastructure costs and reporting pressures, plus insider share sales signaling caution. Watch for Anthropic's potential $30 billion raise closing this month and S-1 filings as key catalysts.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · Aggiornato
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