Anthropic vs OpenAI - higher valuation on December 31?
Odds right now: Anthropic 86%.
How much you could buy or sell before the price moves 2¢, from Polymarket’s live order book.
Cleus is reading the rules and searching the web and X…
Usually 15–40 seconds.
Cleus’s own estimate from public information. Not financial advice.
A fresh, deeper run: Cleus searches wider, thinks it through, and lays out the bull and bear case, the scenarios and the one thing that would change its mind.
Which side the winners are on
The top holders of “Anthropic vs OpenAI - higher valuation on December 31?”, weighted by what each wallet has made on Polymarket all-time. 10 of them have made $25K+.
When proven winners lean against the price, it’s worth a second look. When they agree with it, the price is probably fair.
Big bets in this market that stand out
Orders of $500+ from the last 30 days, scored for new wallets, first markets, long odds and size. Evidence, not accusations — and never a name.
Nothing unusual in the last few hours — big bets are coming from established wallets at normal odds.
How it actually resolves
The written rules below decide this market — not the headline.
Full rules from Polymarket
This market will resolve to the listed company with the larger private market valuation, as measured by the final NPM Price reported by Nasdaq Private Market, LLC (NPM), for December 31, 2026. NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day. If NPM has not published relevant data for the specified date by 1:00 PM ET on January 1, 2027, this market may remain open until 11:59 PM ET on January 4, 2027. If no further data is released by that time, the market will resolve according to the latest available data. If NPM ceases publishing relevant data prior to the specified date, this market will resolve based on the NPM data published prior to the cessation of coverage, as well as applicable public market capitalization data following an IPO or direct listing. If a company completes an IPO or direct listing before the specified date, this market will resolve according to the company's public market capitalization at the market close of the specified date or the most recent trading day. Public market capitalization will be determined using the final official regular-hours trading price published for the company's primary listed common equity on its primary exchange for the specified date or the most recent trading day, multiplied by the company's total outstanding common shares at the relevant time. If a listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies. If a listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only the NPM valuation and applicable public market capitalization achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution. The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/company-3e197763-4ff8-4d8c-bd1f-cc2792937757/data?return_url=https://polymarket.com/finance/privates) and here (https://fe.secondmarket.com/companies/company-30839e0b-2730-4495-839f-1bf638fa9cca/data?return_url=https://polymarket.com/finance/privates). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts. If Anthropic's valuation is equal to OpenAI's valuation at resolution, this market will resolve to 50-50. Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
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Questions
What are the odds of Anthropic vs OpenAI - higher valuation on December 31?
On Polymarket, Anthropic is trading at 86% (Anthropic vs OpenAI). Prices update live.
When does this market end?
It is scheduled to end on January 5, 2027, then settles once the result is confirmed under its rules.
What does Cleus predict?
Cleus has not made a call on this market yet.
Prices from Polymarket’s public data, refreshed every few minutes. Cleus odds are Cleus’s own estimate. Unusual-bet scores are statistical patterns, not findings of wrongdoing. Not financial advice; not affiliated with Polymarket.