“I'm gonna say October, and I'm gonna say it's gonna go out at 1,500,000,000,000.0.”
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OpenAI completes IPO in October 2026 at or near $1.5 trillion valuation
Anthropic, Entropic, and SpaceX will all go public in their next funding round.
Elena predicts that LLM costs will decline significantly, allowing providers to maintain or lower prices while improving margins.
Public SaaS companies will show declining performance throughout 2026.
Aran Zindman predicts Monday headcount will not grow substantially from 3,000 by 2030
Aran Zindman predicts Monday will become primarily an agent-building platform
Arvind Jain predicts sourcer roles in recruiting will be consumed into full-cycle recruiting roles.
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