AI IPO Race: OpenAI vs. Anthropic

Prediction markets show Anthropic is favored to IPO before OpenAI, with significant volume across AI and geopolitical events.

4 min read
A digital representation of stock market graphs and AI abstract art.
Prediction markets offer insights into the future of AI companies and technological advancements.

Kalshi, the regulated exchange for event contracts, offers a fascinating snapshot of speculative sentiment across key global events. The platform aggregates diverse predictions, from geopolitical shifts to technological milestones. The total combined volume across active markets currently stands at a notable $19.4 million.

AI & Tech

In the rapidly evolving AI landscape, a key question is the public offering timeline for industry titans. Markets indicate a clear favorite for the initial public offering between two leading generative AI firms. Traders are placing significant bets on whether OpenAI or Anthropic IPO first, with 'Yes' (Anthropic IPOs first) holding 74.0% odds and 'No' (OpenAI IPOs first) at 30.0%.

This market has generated $61.2K in volume for the Anthropic-first scenario and $48.3K for OpenAI's earlier debut. The question remains open until 2040.

Beyond IPOs, the AI and Tech section reflects broader futurist speculation. The race to the Moon is on, with markets assessing which nation will achieve the next crewed lunar landing by 2031. The USA leads with 59.0% odds, followed by the PRC at 29.5%.

Meanwhile, the ambitious targets of SpaceX continue to draw attention. Will SpaceX land anything successfully on Mars before 2030? Current odds stand at 30.0% for 'Yes'. This ties into broader discussions about human presence in space, with markets also weighing in on whether a humanoid robot will walk on Mars before a human does by 2035 (51.0% odds).

The quest for sustainable energy is also a subject of prediction, with markets asking when nuclear fusion will be achieved, with a significant market focused on 2030 as the target year.

Will Elon Musk visit Mars in his lifetime?Trade on Kalshi

War & Geopolitics

Speculation extends to the highest levels of space exploration, with a market asking Will Elon Musk visit Mars in his lifetime? before 2099, currently showing 10.0% odds for 'Yes'. This is a long-term bet on ambitious technological timelines, much like the ongoing SpaceX Mars landing odds.

The political landscape is also a hotbed for prediction markets. The potential for Donald Trump to acquire Greenland features prominently, with a market seeing 28.0% odds for a purchase during his term. His future cabinet appointments are also being bet on, with intense activity around who will be Trump's next Attorney General.

Geopolitical stability is further explored through markets on EU expansion, with 72.0% odds that a new member will join by 2030, and predictions on the future leadership of Israel.

Who will be the next new Prime Minister of Israel?Trade on Kalshi

Politics

The political sphere is dominated by speculation surrounding Donald Trump. Markets are actively trading on the possibility of him buying Greenland, with a significant $3.3 million volume on the event occurring during his term.

Furthermore, predictions on his next Attorney General are drawing substantial interest. One market shows 53.0% odds for a specific individual, while another focuses on a different candidate with 24.0% odds.

EU has a new member before 2030?Trade on Kalshi

How bad will CO2 atmospheric concentration get before 2030?Trade on Kalshi

Delaware governor winner? (2028)Trade on Kalshi

Which country will be the next to send humans to the Moon?Trade on Kalshi

Will OpenAI or Anthropic IPO first?Trade on Kalshi

Will SpaceX land anything successfully on Mars before 2030?Trade on Kalshi

Will Blue Origin land on the moon before SpaceX?Trade on Kalshi

Will a humanoid robot walk on Mars before a human does?Trade on Kalshi

When will nuclear fusion be achieved?Trade on Kalshi

Starship launches humans to Mars before 2030?Trade on Kalshi

Will humans colonize Mars before 2050?Trade on Kalshi

Will a human land on Mars before California starts high-speed rail?Trade on Kalshi

Will the US start the process of building a nuclear-powered data center on a military base before 2030?Trade on Kalshi

Will Trump buy at least part of Greenland?Trade on Kalshi

Who will be Trump's next Attorney General?Trade on Kalshi

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