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AI giants Anthropic and OpenAI plan to compete in an IPO this fall; two unicorns are vying for dominance. Which do you think will go public first: Anthropic or OpenAI? My bet is on OpenAI, for the following reasons:

1. According to the latest news, OpenAI has already taken the lead:

Market sources say OpenAI is expected to submit its IPO registration draft secretly as early as this Friday, preparing for what could be one of the largest IPOs in history. Insiders reveal that OpenAI is working with investment banks like Goldman Sachs and Morgan Stanley, aiming to complete the confidential filing within the next few days or weeks.

2. The IPO timeline is clearer and sooner:

OpenAI has set a clear goal to go public by September 2026. The company is accelerating its process, including recently submitting the draft registration confidentially to the U.S. Securities and Exchange Commission (SEC), and working closely with Goldman Sachs, Morgan Stanley, and others to list publicly by September. In contrast, while Anthropic’s IPO plans are progressing, their timeline is more vague, with target windows mostly pointing to October 2026 or later, lagging slightly behind OpenAI.

3. Internal decision-makers are strongly pushing for acceleration:

OpenAI CEO Sam Altman is leading the push for a quick IPO, emphasizing a “head start” in September to seize market opportunities. Although there are internal disagreements (such as the CFO’s cautious stance on financial restructuring), Altman’s strong leadership and resource allocation (including $6 billion in stock options incentives) are speeding up IPO preparations. Conversely, Anthropic’s listing pace is steady but lacks similar internal urgency, relying more on external funding and growth data, resulting in lower decision-making efficiency.

4. External obstacles are gradually being cleared:

Recently, OpenAI made progress in key legal disputes, such as successfully dismissing Elon Musk’s lawsuit (though an appeal may follow), reducing legal risks for the IPO. The company is also actively addressing regulatory scrutiny, including compliance work related to transitioning from a non-profit to a for-profit structure. While Anthropic shows strong commercial growth (such as rapid increases in enterprise revenue), it faces challenges like high customer concentration and a unique governance structure (such as a public benefit corporation), which could cause regulatory delays and increase IPO uncertainty. $NVDA

So, based on the above, I believe OpenAI will go public first. What do you all think? Feel free to leave your comments!