According to a recent LinkedIn post from Polymarket, market chatter suggests Anthropic is attracting preemptive offers to raise $40 billion to $50 billion at an $850 billion to $900 billion valuation. The post contrasts this with Anthropic’s reported $380 billion valuation from February and OpenAI’s cited $852 billion post-money valuation from a recent round.
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The LinkedIn post also references activity on Polymarket’s prediction markets, indicating traders are currently pricing a 73% probability that Anthropic will be valued higher than OpenAI in 2026. While the post notes that Anthropic’s board has not yet committed to any new round, it describes strong demand for equity, including an institutional investor reportedly willing to invest $5 billion without yet securing a CFO meeting.
According to the post, Anthropic’s publicly stated annual revenue run rate is described as $30 billion, up from $9 billion at the end of 2025, with internal figures suggested to be closer to $40 billion. The commentary attributes this growth primarily to Claude Code and Cowork, which are portrayed as increasingly dominant enterprise AI coding tools relative to offerings from OpenAI and Google.
The post characterizes the implied valuation step-up—from $380 billion to a potential $900 billion within about 90 days—as evidence of a shift in perceived leadership in the enterprise AI segment rather than a simple market repricing. For investors, the emphasis on long-term deployment of Claude products across finance, life sciences, and healthcare highlights expectations for significant future enterprise penetration, though the figures cited remain unverified market and social-media-based indications rather than confirmed transaction terms.