Prediction Open AI assessment confidence: 95% certainty 3/5 debate potential 2/5

Kha predicts top venture outcomes will reach $100B with OpenAI and Anthropic

Jen Kha · Why Investors Are Rethinking Everything for the AI Era · Sep 10, 2026 · at 5:31

Jen Kha of a16z comments on late-stage venture valuations and upcoming AI market outcomes.

0:00 / 0:03exact quote · 3.7s

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“Soon to be probably a hundred billion by the time Anthropic and then OpenAI came, come out.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

Top decile venture outcomes will probably reach $100 billion once Anthropic and OpenAI exit or go public.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

As of September 11, 2026, neither Anthropic nor OpenAI has completed an initial public offering, direct listing, or acquisition. While both companies have completed private funding rounds far surpassing $100 billion—Anthropic reaching a $965 billion valuation in May 2026 and OpenAI reaching an $852 billion valuation in March 2026—and both have filed confidentially with the SEC for expected public listings in late 2026 or 2027, the exits themselves have not taken place. Because the horizon is a default pipeline date (2031-09-10) rather than a speaker-imposed deadline, the claim remains open and determinable only once both listings or exits are finalized.

As of September 11, 2026, both OpenAI and Anthropic remain privately held corporations, with neither having priced or completed an IPO, direct listing, or sale.
Anthropic confidentially filed a draft Form S-1 with the SEC on June 1, 2026, with an expected IPO listing around late October or November 2026 targeting a valuation between $1 trillion and $2 trillion.
OpenAI confidentially submitted draft registration documents in May/June 2026, with an IPO anticipated in late 2026 or 2027 targeting a valuation of approximately $1 trillion.

Checked against

[1] wikipedia.org [2] wikipedia.org [3] smartasset.com [4] direxion.com [5] pinggy.io [6] anthropic.com [7] theaiconsultingnetwork.com [8] valueaddvc.com

OpenAI IPO public listing plans OpenAI valuation funding round 2024 2025 2026 Anthropic valuation funding round 2024 2025 2026 Anthropic IPO public listing plans

assessed as of 2026-09-11

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

⏳ next review: 2031-09-10; checked again automatically on the next resolution wave

Mentioned

Anthropic OpenAI top decile outcomes

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Kha predicts top venture outcomes will reach $100B with OpenAI and Anthropic

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