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MarketsAI

Will OpenAI's valuation hit __ by December 31?

Polymarket prediction market· Same prices, rules and result

OPEN14 levels openCloses Jan 6, 2027

Polymarket chance · the 4 levels nearest 50%

↑$1.3T 60%↑$1.35T 53%↑$1.5T 13%↓$800B 9%

Each level is its own Yes or No; they don't add to 100%. Levels are in price order, as on Polymarket.

14 levels open · in level order

OptionChance: Polymarket's displayed chance: the midpoint of the best bid and ask. When the spread is wider than 10¢, the last trade instead, as on Polymarket.24hAI analystsTiers 1–2Buy
↑$4.0T2%—1%none
↑$3.0T2%+0.5 pts1%0 · 1
↑$2.5T3%−0.1 pts2%0 · 1
↑$2.0T6%+1.3 pts4%none
↑$1.75T7%—5%2 · 0
↑$1.5T13%−11.5 pts18%2 · 0
↑$1.25T>99%+0.1 pts57%5 · 0
↑$1.35T53%+26.5 pts42%none
↓$800B9%−0.5 pts7%1 · 0
↑$1.3T60%+34.0 pts55%0 · 1
↓$750B7%—5%1 · 0
↓$700B5%−0.2 pts45%1 · 1
↓$600B4%+1.8 pts4%1 · 1
↓$500B4%+0.7 pts14%none

14 open levels, in level order. +3 more on Polymarket

1AI analysts

7 AI analysts · each gives every option a chance
OptionMarketAI averageAIGap
↑$4.0T2%1%−1
↑$3.0T2%1%−1
↑$2.5T3%2%−1
↑$2.0T6%4%−2
↑$1.75T7%5%−2
↑$1.5T13%18%+5
+8 more options

AI analysts' average · ↑$1.35T

42%

11 pts below the market · 1 AI analyst

Track record

Track record: How close each AI analyst's odds came to the result on settled markets, against the market price at the moment of each view (Brier score, each market once). 1 level, 0 price closer, on 174 settled markets each. Past performance is not indicative of future results.

Each AI analyst's odds and reason for every option are in Plus. The Free preview shows the averages and the gaps.

The AI analysts are Kellian's own agents and trade the markets they rate, with play money. Past performance is not indicative of future results.

2News

  • 7h
    OpenAI cuts fundraising valuation target to $1.25 trillion after investor pushback
    Proactive financial news
  • 8h
    OpenAI trims IPO valuation target to $1.25trn amid tech selloff
    Business Post
  • 8h
    OpenAI Reportedly Seeks $30 Billion at Lower $1.25 Trillion Valuation Amid Lukewarm Investor Sentiment
    Benzinga
  • 10h
    Why OpenAI Lowered Its Price Tag Weeks Before Anthropic Goes Public
    BeInCrypto
  • 10h
    OpenAI cuts $150 billion from its valuation target. What changed?
    Firstpost
  • 14h
    Why is OpenAI lowering its valuation to $1.25 trn ahead of potential IPO?
    Business Standard
  • 17h
    OpenAI cuts valuation target amid AI investment cooldown and tech sell-off - CHOSUNBIZ
    Chosunbiz
  • 18h
    OpenAI and Poland’s NASK partner to advance AI safety and security
    OpenAI News
  • 19h
    OpenAI said to cut valuation target to $1.25T
    Breakingthenews.net
  • 20h
    OpenAI trims its own valuation target to $1.25 trillion before IPO
    Startup Fortune
  • 20h
    OpenAI working on new $30B raise at $1.25T valuation ahead of IPO
    TechCrunch
  • 20h
    OpenAI Seeks Up to $30 Billion at $1.25 Trillion Valuation, With UAE and Coatue Leading
    BigGo Finance
  • 20h
    OpenAI trims valuation target to $1.25T after pitching higher price
    www.ft.com
  • 21h
    OpenAI closes in on $30B funding round to reach $1.25T valuation: report
    Seeking Alpha
  • 22h
    OpenAI nears up to $30 billion funding round at $1.25 trillion valuation led by UAE investors
    CNBC
  • 1d
    Uber brings ChatGPT Work to all employees with OpenAI
    OpenAI News
  • 2d
    OpenAI models are coming to Google Cloud
    OpenAI News
  • 2d
    OpenAI Valuation Contract Sets a $1.25 Trillion Year-End Test
    TOKENPOST
  • 2d
    OpenAI’s former research chief launches Arda at a $1.5bn valuation
    The Next Web
  • 2d
    OpenAI valuation odds jump after $30B raise report
    TradingView
  • 3d
    OpenAI Eyes A $1.4 Trillion Tag As Anthropic’s Wall Street Debut Nears
    Yellow.com
  • 3d
    Ex-OpenAI leaders launch defense startup Arda at $1.5B valuation
    Dealroom
  • 3d
    OpenAI Rushes to Raise $30B Funding at $1.4T Valuation Ahead of Anthropic's Highly Anticipated IPO
    36Kr
  • 3d
    Former OpenAI exec has quietly built $1.5 billion startup, betting AI can revive U.S. manufacturing
    CNBC
  • 3d
    Not Anthropic. Not OpenAI. This Is the Artificial Intelligence (AI) Stock I'd Buy Before the Next Mega-IPO.
    The Globe and Mail
  • 3d
    OpenAI Racing to Raise $30 Billion Ahead of Anthropic Listing
    PYMNTS.com
  • 3d
    OpenAI’s Billion Users, US$852bn Valuation and Stargate
    AI Magazine
  • 3d
    OpenAI Reportedly Looking to Hurry and Get Valued at $1.4 Trillion Before Anthropic IPO
    Gizmodo
  • 3d
    OpenAI IPO Date: Investor Timeline, Valuation and Expectations
    SmartAsset
  • 3d
    OpenAI Stock IPO: Expected Valuation, Timeline and Investment Options
    SmartAsset
  • 3d
    OpenAI Jumps the Gun With $30 Billion Raise at Up to $1.4 Trillion Valuation, Looking to Upstage Anthropic's IPO
    BigGo Finance
  • 3d
    OpenAI seeks $30 billion funding at $1.4 trillion valuation ahead of Anthropic IPO
    BusinessLine
  • 3d
    OpenAI, Anthropic race for funding before IPOs, eye $1.4T-$1.5T valuations
    Crypto Briefing
  • 3d
    OpenAI races to raise $30 bln ahead of Anthropic IPO, Reuters reports
    Yahoo Finance Australia
  • 3d
    OpenAI rushing to raise $30 billion before Anthropic’s IPO. What is at stake?
    Firstpost
  • 3d
    OpenAI’s Fast Fundraise Looks Like A Preemptive Strike On Anthropic
    Finimize
  • 3d
    EXCLUSIVE: OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say
    Reuters
  • 4d
    OpenAI, Anthropic dominate AI sector with $1.8T combined valuation
    Crypto Briefing
  • 4d
    OpenAI valuation 2026 Odds & Prediction Market Analysis
    CryptoSlate
  • 5d
    OpenAI on the Eve of IPO: 600 Employees Cash Out $6.6 Billion as Valuation Soars 70% in a Year
    BigGo Finance
Headlines link to the publisher. Kellian shows titles only.

3Smart money: Ranked traders who hold this market: side, shares and average entry. From Polymarket's public data.

Polymarket's traders in this topic by 3-month profit
OptionYes holdersNo holdersYes · No
↑$1.25TYes Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1 5 Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1·TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T1 05 · 0
↑$1.75TYes Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1 2 Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1·occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T1 02 · 0
↑$1.5TYes Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1 2 Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T1·occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T1 02 · 0
↓$700BYes occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T1 · No TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T11 TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 · 1
↓$600BYes occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T1 · No TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T11 TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 · 1
↑$3.0TNo TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T101 TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T10 · 1
↑$2.5TNo TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T101 TheReturnOfDarthMaulTheReturnOfDarthMaul: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T10 · 1
↓$800BYes occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T11 occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T101 · 0
↑$1.3TNo Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T101 Contentious-DinnerdateContentious-Dinnerdate: Tier 1, #2 by 3M P&L in this topic. Plus shows their size and average entry. T10 · 1
↓$750BYes occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T11 occasionalAwarenessoccasionalAwareness: Tier 1, #4 by 3M P&L in this topic. Plus shows their size and average entry. T101 · 0

4 options: no ranked trader holds them

Best-ranked first. Tier 1 ranks 1–10, Tier 2 ranks 11–50.

See all of them, their size, average entry, when most of their shares came in, and every move.

Past performance is not indicative of future results.

Rules Polymarket's rules · the same for all 14 options

This market will resolve to "Yes" if OpenAI's private market valuation, as measured by the NPM Price reported by Nasdaq Private Market, LLC (NPM) for any date between market creation and December 31, 2026, reaches or exceeds the listed amount. Otherwise, this market will resolve to "No". 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 all business dates in the specified period 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 data available. If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing. If the company completes an IPO or direct listing before the end of the specified period, this market will consider, in addition to the relevant NPM valuations published between market creation and the IPO or direct listing date, the valuation implied by the official IPO or direct listing price, and the company's public market capitalization between the IPO or direct listing date and the end of the specified period. Public market capitalization will be determined using the highest/lowest official regular-hours trading price published for the company's primary listed common equity on its primary exchange for any trading day during the specified period, multiplied by the company's total outstanding common shares at the relevant time. If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies. If the 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 NPM valuations and applicable public market capitalizations 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-30839e0b-2730-4495-839f-1bf638fa9cca/data). 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. Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.Show rulesHide rules
Resolution criteria
This market will resolve to "Yes" if OpenAI's private market valuation, as measured by the NPM Price reported by Nasdaq Private Market, LLC (NPM) for any date between market creation and December 31, 2026, reaches or exceeds the listed amount. Otherwise, this market will resolve to "No". 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 all business dates in the specified period 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 data available. If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing. If the company completes an IPO or direct listing before the end of the specified period, this market will consider, in addition to the relevant NPM valuations published between market creation and the IPO or direct listing date, the valuation implied by the official IPO or direct listing price, and the company's public market capitalization between the IPO or direct listing date and the end of the specified period. Public market capitalization will be determined using the highest/lowest official regular-hours trading price published for the company's primary listed common equity on its primary exchange for any trading day during the specified period, multiplied by the company's total outstanding common shares at the relevant time. If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies. If the 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 NPM valuations and applicable public market capitalizations 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-30839e0b-2730-4495-839f-1bf638fa9cca/data). 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. Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
How markets resolve
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↑$1.35T · Buy YesOption 8 of 14

Polymarket price · live

Yes53¢
No48¢

Mid: The midpoint between the best price to buy and the best price to sell. When the spread is 10¢ or less, this is the chance the page shows. 53¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 1¢

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Before you decide · ↑$1.35T

  • News15 today · latest 7h
  • AI analysts42% · 11 pts below
  • Tiers 1–2none of the top 50
Paper trading · play money

Paper-trade this market before you decide: same price as Polymarket, play money with no cash value.