OpenAI IPO shares could deliver a 50% pop in 6 months after IPO.
Predictor: Peter Diamandis · ep#235 "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235" · source
Prediction text
OpenAI IPO shares could deliver a 50% pop in 6 months after IPO. | if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.
Watch events: OpenAI next funding round; IPO timing; revenue disclosures
Verbatim quote
if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.
Predictor: Peter Diamandis
Calibration plot (stated vs observed)
Evidence about this node from Peter Diamandis is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).
Reference class: ipo_trillion_plus
Trillion-dollar private company IPO at announced valuation within 12 months of S-1
Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.
Probability over time
Milestone chain
- 2026-10-01 → 2026-12-31pendingOpenAI lists at >=$60B raise / ~$1T valuationHow: S-1 final pricing prospectus shows offer size >=$60B with implied market cap near $1T; first-day allocations and pricing reported by ReutersSource: deep_research_enrichedconf 55%
- 2026-10-01 → 2026-12-31pendingFirst-day pop documentedHow: Closing price on Day-1 of trading vs. IPO offer price per public market data; baseline for measuring 6-month returnSource: deep_research_enrichedconf 55%
- 2026-10-01 → 2027-03-31pendingS-1 lock-up period scheduled (typical 180 days)How: S-1 prospectus specifies insider lock-up duration; expiry date defines pre-pop liquidity inflection pointSource: deep_research_enrichedconf 85%
- 2027-02-28pendingFirst post-IPO earnings releaseHow: OpenAI reports first quarterly earnings as public company; revenue / margin trajectory either supports or undermines 50% pop expectationSource: deep_research_enrichedconf 60%
- 2027-04-01 → 2027-05-31pending6-month post-IPO close vs. offer price (pop measurement window closes)How: Closing price 6 calendar months after first trading day; +50% threshold from IPO offer price = hit, otherwise missSource: deep_research_enrichedconf 70%
What if this resolves?
Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"
Evidence chain
Raw metadata
{
"trf": 0.6428635084397698,
"kappa": 0.881,
"base_rate": 0.5,
"predictor": "Peter Diamandis",
"total_llr": -0.6931471805599453,
"grace_days": 7,
"bayesian_v2": true,
"prior_logit": -0.2116984820632812,
"bayes_factor": "1.8:1 against",
"blend_reason": "blend 54% inside / 45% outside (TRF=0.643, base_rate=0.500 from ipo_trillion_plus)",
"inside_prior": 0.44727215456594316,
"kappa_source": "predictor_table",
"n_milestones": 1,
"blend_applied": true,
"contributions": [
{
"llr": -0.6931471805599453,
"kind": "prereq",
"kappa": 0.881,
"label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
"weight": 0.5,
"strength": "moderate",
"confidence": null,
"source_url": null,
"adjusted_llr": -0.6106626660733118,
"expected_date": "2026-06-25",
"measurement_criterion": null
}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
"inside_weight": 0.5499955440921611,
"outside_weight": 0.4500044559078389,
"posterior_prob": 0.38881525580954923,
"posterior_logit": -0.822361148136593,
"predictor_brier": 0.04704,
"inside_posterior": 0.3052626836690185,
"blended_posterior": 0.38881525580954923,
"reference_class_id": "ipo_trillion_plus",
"total_adjusted_llr": -0.6106626660733118,
"predictor_n_resolved": 16
}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.111 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.550 | +0.101 |
| prereq | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated — Jensen Huang | 86.1% | 0.550 | 0.050 | +0.087 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.550 | +0.086 |
| prereq | SEM_011 Nvidia became the world's first $5 trillion company (late 20 — Jensen Huang | 85.5% | 0.550 | 0.050 | +0.086 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 18.0% | 0.700 | 0.050 | +0.136 |
| prereq | 248_033 Superhuman AI will make BCI-enhanced humans irrelevant compa — Dave Blundin | 36.7% | 0.600 | 0.050 | -0.092 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | -0.078 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 23.5% | 0.650 | 0.050 | +0.060 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.051 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (13)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| correlate | S_IPO_TRILLION_2027 | First $1T+ IPO in 2027 | ipo_trillion_plus | — |
| correlate | S_IPO_TRILLION_2026 | First $1T+ IPO in 2026 | ipo_trillion_plus | — |
| correlate | S_IPO_TRILLION_2028 | First $1T+ IPO in 2028 | ipo_trillion_plus | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 248_033 | Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today. | AI | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.826 | polymarket | Will OpenAI IPO by June 30 2026? | 0% | mentions | pending | 2025-10-29 |
| 0.818 | manifold | When will OpenAI hold its IPO? | — | mentions | pending | 2026-06-09 |
| 0.799 | manifold | OpenAI closing market cap on IPO day? | — | mentions | pending | 2026-06-01 |
| 0.784 | manifold | What Month in 2026 Will OpenAI IPO in? | — | mentions | pending | 2026-06-10 |
| 0.782 | manifold | What will OpenAI do before IPO that is easier as a private company? [Add answers] | — | mentions | pending | 2026-06-08 |
| 0.758 | polymarket | Will OpenAI's valuation hit (LOW) $750B by December 31? | 54% | mentions | pending | 2026-05-19 |
| 0.746 | manifold | How long will the Anthropic post-IPO lock-up period be? | — | mentions | pending | 2026-04-27 |
| 0.695 | polymarket | Cerebras IPO before 2027? | 100% | mentions | pending | 2025-11-11 |
| 0.662 | gdelt | nasdaq composite jolted openai stumble 134226671.html | — | mentions | pending | 2026-04-30 |
| 0.662 | manifold | [Add options] Conditional on me joining these real-money prediction markets, will I have positive profit after a month? | — | mentions | pending | 2026-06-07 |
Raw metadata
{
"nia": true,
"qty": "50% in 6 months",
"url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
"mode": "SPECULATION",
"role": "Host",
"caveats": "Not investment advice disclaimer",
"context": "So, I mean, if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that. Well, hey, listen. I I will give investment advice for people to get 50% in 6 months.",
"to_year": 2027,
"verbatim": "if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.",
"conv_cues": "if",
"direction": "UP",
"from_year": 2026,
"timeframe": "6 months after IPO",
"conv_level": "LOW",
"milestones": [
{
"kind": "prereq",
"label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
"status": "hit",
"weight": 0.5,
"ordinal": -8,
"source_id": "SEM_011",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29",
"hit_emitted_at": "2026-06-08T13:04:02.341521+00:00"
},
{
"kind": "prereq",
"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
"weight": 0.5,
"ordinal": -7,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29",
"hit_emitted_at": "2026-06-08T13:04:02.341521+00:00"
},
{
"kind": "prereq",
"label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
"status": "hit",
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"ordinal": -6,
"source_id": "SEM_014",
"expected_date": "2026-04-29",
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},
{
"kind": "prereq",
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"status": "hit",
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"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29",
"hit_emitted_at": "2026-06-08T13:04:02.341521+00:00"
},
{
"kind": "prereq",
"label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
"status": "overdue",
"weight": 0.5,
"ordinal": -4,
"source_id": "SEM_015",
"expected_date": "2026-06-25",
"observed_date": null,
"miss_emitted_at": "2026-07-03T22:12:25.328464+00:00",
"miss_emitted_by": "metadata_milestone_sweep"
},
{
"kind": "llm_pre_event",
"label": "OpenAI lists at >=$60B raise / ~$1T valuation",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.55,
"source_url": "https://www.technerdo.com/blog/openai-trillion-dollar-ipo-2026",
"expected_date": "2026-11-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-12-31",
"from": "2026-10-01"
},
"measurement_criterion": "S-1 final pricing prospectus shows offer size >=$60B with implied market cap near $1T; first-day allocations and pricing reported by Reuters"
},
{
"kind": "llm_pre_event",
"label": "First-day pop documented",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -2,
"source_id": null,
"confidence": 0.55,
"source_url": "https://www.fool.com/investing/2026/04/26/spacex-openai-ipo-stocks-do
... (truncated)