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#Polymarket每日热点 The "decisive battle" between the two is not in the fall, but in June.
SpaceX is scheduled to go public on June 12, and it is the true "touchstone." If SpaceX performs strongly after going public, it will open up valuation space for the AI track; if it underperforms, both OpenAI and Anthropic will be forced to lower their prices.
Additionally, although OpenAI won the lawsuit against Musk, its complex "non-profit to for-profit" structure still poses a minefield with the SEC, which will make the audit process much longer than Anthropic's. I bet Anthropic will seize the opportunity during OpenAI's structural adjustment window to ring the bell first.