Prediction market Kalshi shows 93% betting that Anthropic will go public before OpenAI, a shift from earlier tied predictions. Anthropic is reportedly profitable for two consecutive quarters and has a higher revenue run rate ($65 billion) compared to OpenAI's $40 billion in 2026. However, OpenAI's losses are linked to heavy investment in AI infrastructure, with relatively low capital spending and no debt. Business customer growth is also shifting, with OpenAI gaining ground. The market sentiment may not fully reflect the nuanced financial realities of both companies' IPO readiness.
The story about Anthropic's IPO timing relative to OpenAI is presented here with Pluang's Technology sector market data as context. For readers following technology stocks, as of Sep 14, 2026 22:52 WIB, 86 of 150 priced US tech stocks rose while 62 fell. Notable movers include HUBS (HubSpot Inc) at USD 245.79 with a +9.08% change, SWKS (Skyworks Solutions Inc) at USD 80.51 with a -8.87% change, and AXTI (AXT Inc) at USD 59.30 with a -8.45% change.
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