Prediction market: 3 smart money bettors believe Anthropic will IPO before November 20

According to PolyBeats monitoring, on October 26, Anthropic publicly submitted Form S-1 to the U.S. Securities and Exchange Commission. The company's official press release stated its intention to list on the Nasdaq Global Select Market under the ticker ANT.

As of October 27, the Polymarket probability of "Anthropic IPO before November 20" was 63.5%. The profiles of 3 smart money holders with "Yes" positions in this market are as follows:

0x2b670a bought $619. This account's win rate across 7 markets traded in the Dario category is 42.9%, with PnL +$150 and ROI +1.8%. This trade's investment was 0.52x its average investment in that category.
KimchiCapital bought $826. This account's win rate across 94 markets traded in the Anthropic category is 79.8%, with PnL +$1.7k and ROI +8%. This trade's investment was 3.54x its average investment in that category.
troim bought $1.3k. This account's win rate across 2 markets traded in the Dario category is 100%, with PnL +$2.0k and ROI +73.1%. This trade's investment was 0.94x its average investment in that category.

In the S-1 and media excerpts, Anthropic's revenue for the first half of 2026 was approximately $16.29B, up about 1,304% year over year; full-year 2025 revenue was approximately $4.59B. First-half net loss was approximately $80.7B, of which about $72B was classified as non-operating accounting expenses such as changes in the valuation of convertible notes; adjusted operating profit was reported by media as having turned approximately positive.

The competition section named OpenAI and Google as the main rivals, while on the product side it emphasized enterprise use cases such as Claude and Claude Code. In terms of governance, the company is a Delaware public benefit corporation (PBC) and has established a long-term benefit trust; the Class F held by Founder LLC accounts for approximately 50.1% of voting power, and the structure describes itself as having "no direct precedent among listed companies."