Anthropic valued higher than OpenAI in 2026?

Updated 8d ago

How to read the numbers

Implied / market-implied YES

The probability of YES implied by current traded prices (mid or last). It is what participants are paying for, not a claim about real-world odds.

Model estimate

A rule-based heuristic from the signal engine when a rule sets one, not a black-box forecast. Some signals only describe liquidity or spreads and may show no model estimate.

Edge / gap

The difference between the model estimate and market-implied, in percentage points (model minus market for YES). Filters may use “largest gap.” This is informational only-not trading advice or guaranteed advantage.

Stance (above / below / near estimate)

Compares market-implied to the model estimate when both exist. Labels are not buy or sell recommendations.

Confidence

A simple UI clarity label for signals (not a prediction). It summarizes the signal’s own magnitude/quality metrics into one of: Low, Mid-low, Mid, Mid-high, or High.

Volume

Reported trading activity for the market, for context on size and liquidity.

Change & sparklines

Movement in market-implied YES over the window labeled on the card-often 24h where data allows.

Signals

Rule-based flags from ingested public data. They are not trade recommendations.

More detail in Methodology.

Finance · market-implied 86.5%

PolymarketVolume ~56,997.786← All markets

Recent price

86.5%

This market will resolve to “Yes” if, at any point, Anthropic's most recent public or private valuation is greater than OpenAI's most recent public or private valuation, by December 31, 2026 (ET). Otherwise, this market will resolve to “No”. Private valuation refers to the valuation of a company as established in a completed funding round. Qualifying private valuations must be explicitly confirmed by the company whose value is observed, or an overwhelming consensus of credible reporting. Public valuation refers to the company’s market capitalization (number of shares outstanding multiplied by the current share price). The primary resolution source will be official communications from Anthropic and OpenAI; however, a consensus of credible reporting may also be used.

Market summary

This market is currently priced at 86.5%, while BinaryStreaks estimates fair value at 85.0%, indicating a possible -1.5 percentage point difference.

Why this is flagged: Δ6h -3.5 pts · Δ24h -3.5 pts (same direction)

What this means

  • This may indicate the market is repricing new information, or reacting to liquidity and order flow.
  • Signals are informational only and not trading advice.
  • BinaryStreaks uses public market data and deterministic, rule-based analysis.

Execution

YES

Best bid (sell)
86¢
Best ask (buy)
87¢
Spread
Midpoint
87¢
Depth (top level)
bid 17.86 · ask 40

NO

Best bid (sell)
13¢
Best ask (buy)
14¢
Spread
Midpoint
14¢
Depth (top level)
bid 40 · ask 17.86