OpenAI's IPO Filing Sparks Reactions From Daniel Newman, Mark Gurman And The Kobeissi Letter — Perplexity CEO Aravind Srinivas Said This

OpenAI’s IPO filing has drawn reactions from prominent analysts, commentators and AI leaders who see the listing as a defining moment for the rapidly growing AI sector.

Daniel Newman And Mark Gurman React

OpenAI, the creator of ChatGPT, said Monday that it had confidentially filed paperwork for a U.S. initial public offering. The company did not disclose the size of the offering or a timeline for the listing.

The announcement quickly generated buzz online.

Futurum Group CEO Daniel Newman wrote on X, “And there it is… OpenAI IPO loading.”

Market commentary account The Kobeissi Letter took to X and shared a screenshot of Polymarket highlighting that the odds of OpenAI debuting with a valuation above $1.5 trillion had increased following the filing.

The account added that the AI boom could soon produce multiple trillion-dollar IPOs.

Meanwhile, Bloomberg columnist Mark Gurman joked about the timing of the announcement, posting, “OpenAI files for IPO a few hours after WWDC. Coincidence? No chance.”

The filing came on the same day Apple Inc. (NASDAQ:AAPL) kicked off its Worldwide Developers Conference, where the company unveiled updates related to Siri, Apple Intelligence and its broader software ecosystem.

Perplexity CEO Says AI IPOs Need To Succeed

The reactions come as AI search startup Perplexity continues to chart its own path toward the public markets.

In a conversation with CNBC, Perplexity CEO Aravind Srinivas said the company still plans to pursue an IPO in 2028 regardless of how the market responds to OpenAI or Anthropic.

However, he admitted that upcoming listings carry significant weight for the industry.

Claude developer Anthropic confidentially filed for an initial public offering last week.

“I certainly think there will be ripple effects if they don’t go well,” he said, adding that investors will closely watch large offerings such as SpaceX, Anthropic and OpenAI.

Srinivas also defended the lofty valuations assigned to OpenAI and Anthropic, arguing that both companies remain at the forefront of AI development.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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