Prof G Markets · Tuesday, June 30, 2026
OpenAI is reportedly delaying its IPO until 2027, according to The New York Times, citing fallout from SpaceX's rocky market debut. While the company confidentially filed to go public on June 8th, executives are reportedly hitting the brakes. Meanwhile, rival AI company Anthropic is seen as racing ahead, with a 76% probability of going public this year, according to Cal Street.
“OpenAI is reportedly delaying its IPO until 2027. The company confidentially filed to go public on June 8th and was on track to debut as soon as this fall, but according to the New York Times, the fallout from SpaceX's rocky IPO has pushed OpenAI executives to hit the breaks. Meanwhile, rival Anthropic is racing ahead. Cal Street now puts the odds that Anthropic goes public this year at 76%.”
“I do think Anthropic will go out first. I, I have heard and others are reporting that they're eyeing October, November. I think they're a little farther along on building that muscle. They also have a bit of a, uh, simpler story to tell investors because, uh, primarily an enterprise API business. OpenAI has a lot of wild cards, right? Ads are still rolling out, that story is not there yet. Uh, the hardware stuff, they're going to be doing with Johnny Ives, starting with the first device, I think they're going to announce in the fall, that's a giant wild card. Uh, their super app strategy has not yet come into play. There are a lot of moving parts and there will always be with AI labs. But I think Anthropic actually just has a simpler story to tell right now, which is also why we'll probably go first.”