Anthropic odds collapse on prediction markets following confidential OpenAI IPO leaks
Investors are speculating about when the official announcement may be made because the company behind ChatGPT appears to be preparing for a stock market debut.
As early as Friday, OpenAI may discreetly submit draft filings for an IPO, as per some sources.
According to reports, the corporation, which is presently valued by private investors at over $850 billion, has engaged Morgan Stanley and Goldman Sachs to help with the IPO preparations.
The file might be made in the upcoming days or weeks, according to the unidentified source.
Legal obstacles cleared, timeline accelerates
The artificial intelligence firm hasn’t publicly confirmed any specific dates.
In a statement, OpenAI said it “regularly evaluates strategic options” while staying focused on current business priorities.
But internal preparations have been underway to potentially launch the offering during the final three months of this year.
The move forward comes just two days after a federal judge threw out Elon Musk’s lawsuit against the company. Musk had sought $150 billion in damages and wanted to stop OpenAI from converting to a for-profit structure.
Getting this legal matter resolved appears to have cleared a significant roadblock and may have encouraged company leadership to move faster.
OpenAI might attract less concentrated attention while communicating with investors by submitting around the same time as SpaceX.
In what may become one of the largest market listings ever, money managers will now have to consider both well-known corporations.
Traders bet heavily on 2026 announcement
Reports of the possible filing quickly fueled activity in prediction markets.
On Kalshi, traders sharply increased the chances of OpenAI going public before its rival Anthropic.
On the prediction market platform, confidence in OpenAI continued to rise sharply, with traders assigning the company an estimated 84% to 85% chance of going public ahead of its rivals.
In contrast, contracts tied to Anthropic on remained much lower at roughly 22%, reflecting significantly less optimism about the Amazon- and Google-supported startup moving toward an IPO in the near term.
The widening gap between the two businesses’ odds suggests that investors are becoming more confident in OpenAI’s aggressive efforts to capitalize on the generative AI industry’s explosive growth and the robust demand for high-profile technology stock offerings.
Because many investors now anticipate a significant announcement within the next year, trading activity on prediction platforms has increased significantly.
The likelihood of an IPO-related announcement by 2026 has increased to 88%, according to Kalshi.
According to Polymarket, OpenAI has a 73% chance of formally going public by the end of 2026.
Looking at more specific timeframes, traders think the formal announcement will most likely arrive during late summer or autumn months.
Kalshi markets currently price an announcement before November at 81%, with bets specifically on before November 1 at 78%.
The odds drop to 60% for an announcement before October and 38% for before September, although two sources indicate OpenAI aims to complete the process as early as September.
Furthermore, competitors are under increased pressure as a result of these reports.
Since Anthropic has grown to be a major force in enterprise AI and AI-driven software development, it is one of OpenAI’s main competitors in the industry.
Prediction market participants, however, don’t seem to believe Anthropic will go public anytime soon.
According to reports, Anthropic is talking with investors to obtain capital at a valuation of approximately $900 billion, which might exceed OpenAI’s current private valuation.
The corporation reported that its annualized revenue had surpassed $30 billion in April.
Despite those numbers, there has been a noticeable change in market attitude due to recent revelations concerning confidential IPO filings; many traders now anticipate that OpenAI will reach Wall Street before its competitor.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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