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362 $2B chasing Anthropic, $600M of OpenAI unsold: how secondary markets are repricing the AI race

Silicon Canals
Daniel Voss @ Silicon Canals · 04/04/2026 15:05 EDT

$2B chasing Anthropic, $600M of OpenAI unsold: how secondary markets are repricing the AI race

The secondary market for private company shares doesn’t just reflect investor sentiment — it prices the future before the future arrives. And right now, that market is delivering a verdict on the AI race that should unsettle OpenAI’s backers: Anthropic is being repriced as the preferred bet, while OpenAI, the category’s supposed frontrunner, is experiencing ... Read more

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