According to a recent LinkedIn post from Polymarket, market traders on the platform are pricing a 68% probability that Anthropic will go public before OpenAI. The post cites reported terms of a new $30 billion funding round that implies a $350 billion pre-money valuation for Anthropic, with demand described as several times oversubscribed.
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The post suggests the capital is expected to support data center build-out, chip access, and infrastructure expansion, while funding ongoing development of enterprise-focused AI products such as Claude and Claude Code. If accurate, these details point to a rapidly scaling revenue profile, including an indicated $14 billion revenue run rate with roughly 80% from enterprise customers and over 500 accounts reportedly spending more than $1 million annually.
According to the LinkedIn content, Anthropic has reportedly quadrupled business subscriptions to Claude Code since early 2025, positioning the tool as a key coding platform for software engineers. For investors, this emphasis on high-value enterprise contracts and strong apparent customer traction could support premium valuation multiples relative to consumer-oriented AI models.
The post also notes that Anthropic and OpenAI now share several major investors, including Sequoia Capital, Founders Fund, Nvidia, and Microsoft, while pursuing what could be among the largest technology IPOs on record. This overlapping backer base may intensify competition for talent and compute resources but could also align incentives toward orderly public-market debuts, a factor traders on Polymarket appear to be incorporating into their IPO-timing expectations.
From an industry perspective, the suggested $350 billion pre-money valuation and large-scale funding round, if borne out by official disclosures, would underscore investor conviction in enterprise generative AI demand. For public-market investors watching the broader AI ecosystem, the probabilities visible on Polymarket may provide a real-time sentiment gauge on which company—Anthropic or OpenAI—is perceived as closer to public-market readiness.