Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO

Rivals are competing to be the first major generative AI startup to tap the public markets — OpenAI is laying the groundwork …

Wall Street Journal 2026-01-30

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@mattzeitlin Matthew Zeitlin on x
you will NEVER own a home in san francisco [image]
@sullycnbc Brian Sullivan on x
When you're burning through as much cash as OpenAI, the huge influx of capital from an IPO is huge. Tech and big money investors putting have been putting in billions to fund the company ... but a public equity stake is a whole new ballgame! Another benefit: the books get opene…
@compound248 @compound248 on x
I think the idea of being “first” to IPO (before Anthropic) is irrelevant Wall Street pressure BS. THAT SAID, Sundar should go SO hard to mess up OpenAI's KPIs. $GOOG has one chance to F-up the OAI post-IPO cap table and should go crazy hard at it. [image]
@dariocpx @dariocpx on x
Unless the SEC abolishes the requirement to Audit the financials and file a comprehensive S-1 ahead of an IPO, there are no chances either OpenAI or Anthropic can even go IPO because their numbers will reveal to the broad myopic public they are literally a slaughterhouse of cash
@conorsen Conor Sen on x
As you think about bargain hunting for a $WDAY or $TEAM or $ADSK, know that $3 trillion of supply of sexier tech stocks is coming within 9-10 months. [image]
r/wallstreetbets r on reddit
OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market
@eighthdayarts @eighthdayarts on bluesky
as it eliminates 30,000 jobs. [embedded post]
@moreandagain.me Genie Lauren on bluesky
And, they're just gonna keep doing this to avoid the bubble bursting [embedded post]
@bacongawd.blacksky.app @bacongawd.blacksky.app on bluesky
One day after announing a 16,000 role layoff.... [embedded post]
@peark.es George Pearkes on bluesky
OpenAI is IPOing later this year, supposedly, but is raising as much as $100bn with $NVDA in for $30bn and $AMZN considering as much as $50bn. Boy I dunno.
r/wallstreetbets r on reddit
Amazon in Talks to Invest Up to $50 Billion in OpenAI
r/BetterOffline r on reddit
OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market
r/sanfrancisco r on reddit
OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market

Chronicles

Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO

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