The AI IPOs
2 bull · 1 bear · exact words, dated and sourced
+1OpenAI, Anthropic, and the trillion-dollar listing question: when they go public, at what price, and who is buying.
What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.
Bear
On when the AI labs should IPO, after his AI-ROI math
“So I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table.”
Bull
Stated house position; he is an investor in both labs
“altimeter would be a buyer at scale and that size in both of those IPOs at three trillion.”
Bull
On an OpenAI IPO above $1 trillion
“So can they get out at over a trillion on that type of revenue growth being one of the two frontier premier labs? I think the answer to that is yes.”
On the scoreboard
Voices in this debate who also have scored calls on the ledger.
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We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.
We write down what public figures predict, in their exact words, and check the result when the deadline arrives. Every line links to its source. How we score · Corrections · The scoreboard
© 2026 Pundit Rumble · independent and unaffiliated · updated every market morning · not investment advice.