Anthropicの1.4兆ドルIPOが暗号資産流動性に疑問を投げかける
Anthropicは11月19日に1.4兆ドル評価のIPOを計画し、644億ドルの調達と260億ドルのプライベートプレイスメントを実施。アナリストはビットコインなどデジタル資産への影響を評価している。

データ:Polymarket(1分ごとに更新) · 2027年7月1日 まで
This market will resolve to "Yes" if the next Anthropic Claude Fable 5.2 model added to the Humanity's Last Exam results at https://agi.safe.ai/ has an HLE-Diamond Accuracy of at least the specified percentage at 12:00 PM ET on the calendar date following the date on which it first appears on the site. Otherwise, this market will resolve to "No".
A qualifying model must be Anthropic's Claude Fable 5.2, released on November 9, 2026, including its fast mode and any effort or reasoning label. Claude Mythos 5.2 will not qualify.
The percentage displayed as "HLE-Diamond Accuracy" for the model in its result card on the "AI Progress on HLE-Diamond" chart at https://agi.safe.ai/ will be used to resolve this market. This market will resolve solely based on the HLE-Diamond Accuracy, regardless of the model's Calibration Error, chart position, other configuration scores, any note that a score was computed on a sample of questions, or any underlying granular or unrounded data presented elsewhere.
If the Center for AI Safety (CAIS), which maintains the official Humanity's Last Exam results, publishes a qualifying score (defined below) for the model, and the model has not been displayed on the chart by 11:59 PM ET on the third calendar day (ET) after the first such publication, that score will be used instead, rounded to one decimal place. If multiple qualifying scores for the model have been published by that time, the highest will be used.
A qualifying score is one issued under CAIS's name (for example, on https://agi.safe.ai/, https://lastexam.ai/, or https://dashboard.safe.ai/, including jointly with Scale AI) that is clearly identified as overall accuracy on the full HLE-Diamond question set (1,000 questions, released September 22, 2026), without tools, at the reasoning setting labeled "high" in HLE-Diamond's main results.
No score other than the chart value or a qualifying score will count, even if no qualifying score is published. This includes scores on the original Humanity's Last Exam or HLE-Rolling, "reasoning max" or "with tools" results, Reasoning or Knowledge partition scores, values available only through an API, data file, or page source, scores from Scale AI's separate leaderboards, other evaluators, or the model's developer, and any score where there is reasonable doubt that it meets the conditions above.
A model first appears on the site on the earlier of the date (ET) it is first displayed on the chart and the date (ET) a qualifying score for it is first published. If the chart value is used, the check described in the first paragraph takes place at 12:00 PM ET on the calendar date following the model's first display on the chart; if a qualifying score is used, it takes place at the end of the three-day period described above.
If multiple qualifying models are added to the Humanity's Last Exam results on the same calendar date (ET), the model with the highest HLE-Diamond Accuracy will be used for resolution. Models added to the results on the calendar date following the initial qualifying model's first appearance will not be considered.
If a model is first added to the Humanity's Last Exam results but is subsequently removed and not re-added, such that no HLE-Diamond Accuracy for it is available under these rules at the time of the check, its appearance will not qualify as added to the Humanity's Last Exam results.
A qualifying model must be newly added to the Humanity's Last Exam results. Whether the model was previously released, publicly accessible, in beta, or otherwise available before appearing on the site is irrelevant for this market.
In the case that the Resolution Source publishes data, sufficient to settle a Market, that is clearly erroneous and the result of technical or operational error, or of unauthorized interference with the Resolution Source or its data, the Market may remain open for a period of up to seven (7) calendar days (ET) from the time of the original release, in anticipation of a correction by the Resolution Source. If the Resolution Source publishes a corrected value within that period, that value will be eligible for resolution. If no corrected value is published within that period, Polymarket will issue a Clarification to determine whether the originally published value may be eligible for resolution, or whether other action is required to preserve the orderly functioning of the Market.
The primary resolution source for this market is the official Humanity's Last Exam website found at https://agi.safe.ai/. If this resolution source is unavailable at the time of the check, this market will resolve based on the first subsequent instance at which the model's HLE-Diamond Accuracy becomes available. If it remains unavailable through the end of the seventh day after the qualifying model first appears on the site or if no qualifying model is added by June 30, 2027, 11:59 PM ET, this market will resolve to "No".
判定ソース: agi.safe.ai/
Anthropicは11月19日に1.4兆ドル評価のIPOを計画し、644億ドルの調達と260億ドルのプライベートプレイスメントを実施。アナリストはビットコインなどデジタル資産への影響を評価している。
FTXの破産財団は2024年にAnthropicへの投資を13.4億ドルで売却した。会社の計画するIPO価格で評価すると、保有株は310億ドルから350億ドルになる可能性がある。
アンソニー・ポンピラーノは、Anthropicの提案された評価額が過去1か月で約半分に減少した可能性があると述べました。
TSMCの取締役会は、Anthropic株式最大5億ドル、OpenAI優先株式最大5億ドルの購入を承認し、同チップメーカーが二つの競合AI企業に直接出資することとなった。
「はい」の最新価格です。事象が起きると $1 が支払われる契約に対しトレーダーが支払う金額なので、市場が見積もる確率として読めます。
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Anthropicは新しい Claude Fable 5.2 と制限付き Mythos 5.2 を発表し、出力速度の向上とトークン単価の削減を実現したが、実運用テストでは大規模プロジェクトでの API 請求額が高額になることが判明した。