Anthropic's $1.5T Valuation Odds Drop 10 Points to 67% in 24 Hours After Kimi K3 Release

According to Polymarket, on July 18, the probability of Anthropic reaching a $1.5 trillion valuation by end-2026 fell from 77% to 67%, declining approximately 10-11 percentage points in a single day. The market sentiment shift followed the release of Kimi K3 by Moonshot AI. The prediction market contract tracks whether Anthropic's valuation will hit or exceed $1.5 trillion by December 31, 2026. It is important to note that the declining probability reflects traders' revised expectations of the target, not an actual 11% reduction in Anthropic's real valuation. Anthropic last completed a $65 billion Series H round on May 28, valuing the company at $965 billion.
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