Odsage methodology
AI IPOs context
IPO markets move on valuation, funding, governance, and public-listing signals rather than model quality alone.
AI IPOs
In February 2026, the Pentagon announced it would designate Anthropic as a national security supply chain risk after Anthropic refused to remove AI safety restrictions from its acceptable use policy. Donald Trump subsequently directed all federal agencies to cease using Anthropic's technologies, with a six-month phase-out period for agencies such as the Department of Defense which are actively using Anthropic's products. This market will resolve to “Yes” if Anthropic and the United States Department of Defense (DOD/Department of War) reach any commercial agreement to allow for the use of Claude or other Anthropic artificial intelligence models by DOD employees by April 30, 2026, 11:59 PM ET. Otherwise, this market will resolve to “No”. A commercial agreement between Anthropic and a broader set of the US government that grants usage of Anthropic AI models to DOD employees will count. Agreements or designations which allow Anthropic to offer its services to the DOD, but do not constitute an effective agreement for Anthropic to do so, however, will not count (e.g the inclusion of Anthropic on a Master Service Agreement or Indefinite Delivery Indefinite Quantity contract would not count). An official announcement of a qualifying agreement, made within this market’s timeframe, will count, regardless of whether or when the agreement actually goes into effect. Official announcements that the previously agreed contract between Anthropic and the DOD will be fully or partially reinstated, or otherwise will continue without impediment, will count, so long as this includes extended use of Anthropic AI models by DOD employees beyond any designated phase-out period. Continued use of Anthropic technologies by DOD employees without a qualifying agreement (e.g. during a 6 month phase-out period) will not count. A court ruling that the designation of Anthropic as a supply chain risk is unlawful will not qualify for a “Yes” resolution unless it is accompanied by a reinstatement of Anthropic's DOD contract or a new qualifying Anthropic-DOD agreement. The primary resolution sources for this market will be official information from Anthropic and the United States federal government; however, a consensus of credible reporting will also be used.
Current yes probability
0%
Research priority
61
Watchlist. This is an information-density score, not a bet recommendation.
Market quality
50
Research only
Avoid execution with estimated clean size of $20.
Medium wording risk; verify criteria before relying on the market price.
4 matching external signals in the current snapshot.
Watchlist research-priority score from volume, liquidity, probability tension, news, and keyword intent.
Risk radar
Liquidity and execution are the main constraint. Avoid execution with estimated clean size of $20.
Next action
Wait for stronger evidence or cleaner liquidity before treating the price as actionable.
Sentiment-implied probability
No sentiment snapshot is available for this market yet. The next daily intelligence refresh can add one if enough relevant mentions are found.
Parlay cross-check
No Parlay match is available in the current static snapshot. The next refresh will retry this market without calling the API from the browser.
Execution quality
Avoid
Estimated clean size: $20. Spread proxy: 7.7%.
Estimated from visible volume and liquidity. Use live orderbook depth before treating a headline price as executable.
Resolution intelligence
Use this page as a research note: check the market question, the exact resolution source on Polymarket, benchmark movement, company announcements, and liquidity before treating the displayed probability as a durable signal.
Resolution risk
Medium / 62
Medium resolution risk. Read the exact criteria and wording before treating this market price as a durable signal.
Signal timeline
Signals are evidence prompts, not picks. The point is to separate news, model evidence, and market mechanics.
Odsage methodology
IPO markets move on valuation, funding, governance, and public-listing signals rather than model quality alone.
fortune.com
Benchmark movement around OpenAI, Anthropic can shift best-model and model-ranking odds before formal resolution.
winbuzzer.com
Release timing around OpenAI, Anthropic, Google, xAI is relevant to GPT, Claude, Gemini, and Grok launch markets.
www.abhs.in
Benchmark movement around OpenAI, Anthropic, Google can shift best-model and model-ranking odds before formal resolution.
www.bgr.com
Track whether this news flow changes model-leadership, release-timing, or AI-sector odds.
Binary market edge
Enter the current yes price and your own fair-probability estimate. Odsage calculates expected return on cost and a conservative Kelly fraction capped at 25% of bankroll.
Expected return
700%
Positive means your fair probability is above the market-implied price after cost.
Kelly fraction
7.1%
Capped at 25% for risk control. Many traders use half Kelly or less.
Suggested stake
$71
Calculated from bankroll times capped Kelly fraction.
Forecast lab
Reddit users asked for calibration, CLV-style tracking, and fewer black-box picks. This lab stores your own forecast locally so you can compare it with the market later.
Current market
0%
Forecast delta
Above market by 8%
Stored in this browser only. It is a calibration journal, not a trade recommendation.
Private research note
Save the benchmark, resolution, or news detail you want to check next. Notes stay in this browser and are never sent to Odsage.
Filtered alerts
These preferences are saved in this browser for now. Email, push, wallet, and CLOB alerts can be layered on later once the signal filters prove useful.
Related markets
YES
9.7%
This market will resolve according to the company which owns the model which has the highest arena rank based off the Chatbot Arena LLM Leaderboard (https://lmarena.ai/) when the table under the "Leaderboard" tab is checked on July 31, 2026, 12:00 PM ET. Results from the "Rank" section on the Leaderboard tab of https://lmarena.ai/leaderboard/text with the style control off will be used to resolve this market. Models will be ordered primarily by their leaderboard rank at the market’s check time. If two or more models are tied on rank, they will be ordered by their Arena score, including any underlying, unrounded, granular values reflected in the data below the leaderboard. If a tie remains, alphabetical order of company names as listed in this market group will be used as a final tiebreaker (e.g., if the two models are tied by exact arena score, “Google” would be ranked ahead of “xAI”). This market will resolve based on the company that occupies first place under this ranking system. The resolution source for this market is the Chatbot Arena LLM Leaderboard found at https://lmarena.ai/. If this resolution source is unavailable at check time, this market will remain open until the leaderboard comes back online and resolve based on the first check after it becomes available. If it becomes permanently unavailable, this market will resolve based on another resolution source.
1M VOL
$2.8M
LIQUIDITY
$1.9M
AI Releases
YES
0%
This market will resolve to "Yes" if OpenAI's GPT-5.6 model is made available to the general public by the specified date (ET). Otherwise, this market will resolve to "No." GPT-5.6 refers to a product explicitly named GPT-5.6, or a variant that is recognized as a direct successor to GPT-5.5, similar to the progression from GPT-5.1 to GPT-5.2. (e.g., GPT-5.7, GPT-5.8, etc., would qualify toward a "Yes" resolution to this market) Qualifying releases of task-specialized models (e.g., GPT-Codex/Transcribe), cost-efficiency variants (e.g., Nano/Mini), or reasoning models of the o-series family will count for this market. Products labeled as a new flagship generation GPT-6 or similar will NOT qualify. For this market to resolve to "Yes," a qualifying model must be launched and publicly accessible, including via open beta or open rolling waitlist signups. A closed beta or any form of private access will not suffice. The release must be either clearly defined and publicly announced by OpenAI as being accessible to the general public or otherwise made publicly accessible and explicitly labeled within the company’s official website. Labeling errors, placeholder text, or version names displayed on the website that do not correspond to a model that is actually accessible to the general public will not qualify. The primary resolution source for this market will be official information from OpenAI, with additional verification from a consensus of credible reporting.
1M VOL
$1.4M
LIQUIDITY
$164.8K
YES
0%
This market will resolve to the company that achieves the highest market capitalization in U.S. dollars based on the official closing price on its first trading day in 2026. This market will resolve to a company that completes an Initial Public Offering (IPO) between January 1 and December 31, 2026, 11:59 PM ET. Market capitalization is defined as the total number of outstanding shares multiplied by the closing share price on the first trading day. If two or more companies have exactly equal highest closing market capitalizations, this market will resolve to the company whose listed name comes first alphabetically. Resolution will be based on the primary exchange’s official listing page. In the event that the relevant figure is not displayed, another reliable source will be used. In case the respective company's primary exchange’s official listing page does not report in U.S. dollars, it will be converted to U.S. dollars using the U.S. Federal Reserve Board’s H.10 foreign exchange reference rate for the relevant currency pair on the company’s first trading day (https://www.federalreserve.gov/releases/h10/). If no such rate is available for the relevant trading day, the most recent previously published rate will be used. If the relevant currency is not listed, another credible exchange rate source will be used. A listed company may resolve to "No" as soon as it becomes unable to complete an IPO, including due to acquisition, merger, or absorption by an entity that is already publicly traded. In the event of an interruption in the course of the normal trading session on the respective companies’ first day of trading (e.g., a circuit breaker or half-day), the market will resolve according to the official closing price of the abbreviated session. If no such official closing price is published, the market will resolve according to the next trading day on which an official closing price is published, treating that as the first day of trading for purposes of this market.
1M VOL
$1.1M
LIQUIDITY
$551.0K