# What smart people are saying about OpenAI's IPO filing

_Sunday, July 12, 2026 at 8:00 AM EDT · Capital · Latest · Tier 2 — Notable_

![What smart people are saying about OpenAI's IPO filing — Primary](https://i.insider.com/6a28437c67142ea6832ce221?width=1200&format=jpeg)

OpenAI filed confidentially for an initial public offering on Monday, joining Anthropic and SpaceX in a wave of major artificial intelligence companies moving toward public listings, according to industry analysts and executives. Perplexity CEO Aravind Srinivas told CNBC his company still targets a 2028 IPO and said the performance of OpenAI, Anthropic and SpaceX will create ripple effects for the broader industry. Wedbush Securities analyst Dan Ives wrote in a note that the filing shows the floodgates for the IPO market are officially open and that both firms are racing to raise significant capital. Niles Investment Management founder Dan Niles told CNBC he views Anthropic more favorably, citing its profitability in the second quarter and rapid revenue growth, while saying OpenAI is stuck between Anthropic and Google. Verdict Capital founder Michael Fertik told CNBC he hopes SpaceX's debut encourages more companies to file and allows retail investors to participate. Decision Tree Research CEO Gregory Allen told CNBC the valuations are extraordinary but warned of bankruptcy risk if capital expenditures are not timed correctly. AI researcher Gary Marcus wrote on X that buyers should be aware of the industry's standing. EMARKETER principal analyst Nate Elliott wrote in an email that OpenAI is filing at a precarious moment as it loses leads in consumer and enterprise AI. OpenAI chief futurist Joshua Achiam wrote on X that the rivalry represents a choice between different goals for humanity.

## Sources

- [Insider](https://www.businessinsider.com/openai-ipo-reactions-2026-6)

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