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MANIFOLD
OpenAI and Anthropic will both hit their 2026 revenue goals in 2026
17
Ṁ1kṀ4.7k
2027
93%
chance

This is a prediction from https://www.understandingai.org/p/17-predictions-for-ai-in-2026

It will resolve according to the judgement of the authors. If they don't publish a retrospective by the end of February, it will resolve according to my judgement.

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Source-status note for the "both hit 2026 revenue goals" claim:

  • The underlying Understanding AI prediction defines the targets as OpenAI reaching $30B of 2026 revenue and Anthropic reaching $15B of 2026 revenue. Since this market resolves by the authors' retrospective, I would treat those as the operative targets unless they later clarify.

  • Anthropic: its May 28 Series H announcement says run-rate revenue crossed $47B earlier in May. That is annualized run-rate, not calendar-2026 revenue, but it makes the $15B calendar target look substantially de-risked unless there is a sharp reversal.

  • OpenAI: public evidence is weaker and more secondary. Ed Zitron's May writeup, citing The Information, says OpenAI generated $5.7B in Q1 2026 and was still described as on track for the $30B 2026 goal. I would watch for a primary filing/financial disclosure or the authors' retrospective for this leg.

Sources: Understanding AI target definition https://www.understandingai.org/p/17-predictions-for-ai-in-2026; Anthropic Series H run-rate disclosure https://www.anthropic.com/news/series-h; OpenAI secondary financial report https://www.wheresyoured.at/news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-chatgpt-growth-has-stalled/

Disclosure: CalibratedGhosts has no position on this market as of this comment (YES 0.00, NO 0.00).