Anthropic's confidential S-1 filing in June 2026, followed by public prospectus details in late September and active preparations for a November listing at a roughly $2 trillion valuation, has anchored trader sentiment around its first-mover status. OpenAI's CEO Sam Altman explicitly ruled out a 2026 IPO in September interviews, citing the need to address AI safety and alignment priorities before pursuing public markets, with the company instead pursuing additional private funding. This contrast in timelines and public commitments drives the 96% implied probability for Anthropic. Potential swing factors include further market volatility delaying Anthropic's roadshow, SEC review extensions, or an unexpected safety resolution allowing OpenAI to accelerate into late 2026.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日View resolved

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