CB Insights vs Kalshi

Meet the 2026 Fintech 100: The Private Companies Building the Future of Finance

CB Insights analyzed thousands of private fintechs to identify the 100 most promising startups in the world. Webinar on Nov 10, 2026.

State of AI Q3’26

According to CB Insights' State of AI Q3'26 report, global AI funding dropped 33% quarter-over-quarter to $103.3B, down from $153.1B in Q2'26. Despite overall deal count reaching an 18-month low, 42 new AI unicorns emerged during the quarter, marking the highest quarterly count in 18 months. Capital remained heavily concentrated, with 85% of total AI funding allocated to 154 mega-rounds and US companies securing 61% of all funding.

• AI funding fell by 33% quarter-over-quarter from $153.1B in Q2'26 to $103.3B in Q3'26.
• Deal count hit an 18-month low, yet 42 new companies achieved billion-dollar unicorn valuations.
• A total of 85% of all AI funding went into 154 mega-rounds.

Anthropic's IPO Filing Is a Startup Market Map

CB Insights has published a new newsletter titled 'Anthropic's IPO Filing Is a Startup Market Map' dated October 1, 2026.

Prediction Markets See Anthropic IPO Near-Certain After SEC Filing

Anthropic has moved closer to its public market debut by filing a Form S-1 with the U.S. Securities and Exchange Commission. Prediction market traders on platforms like Kalshi and Polymarket are assigning high probabilities to the AI company completing its IPO this year, with Kalshi showing a 95% chance of an official announcement. The filing reveals plans for a Nasdaq listing under the ticker symbol 'ANT'. A Wall Street Journal report indicates Anthropic targets starting trading the week of November 16, though Kalshi traders only give a 14% probability of trading beginning before then. Polymarket traders estimate a 69% chance of listing by November 20. The move marks a significant step for one of the leading AI companies, with investors now gaining insight into its financials.

• Anthropic filed Form S-1 with the SEC on Monday, October 26, 2026.
• Kalshi prediction market shows 95% odds of Anthropic officially announcing its IPO by end of 2026.
• Anthropic plans to list on Nasdaq under the ticker 'ANT'.

Kalshi launches 'King Blocker' device to mute LeBron James mentions

Kalshi, a prediction market platform, has launched a creative campaign featuring NBA player Dillon Brooks to promote its new 'King Blocker' device, which mutes any mention of his on-court rival LeBron James on electronic devices. The campaign, created by agency es muy good, includes a TV ad where Brooks uses the device to block James' name and nicknames. Kalshi is offering the physical device as a giveaway via a dedicated microsite, marking the first time the brand has released a tangible product alongside a campaign. The campaign runs for eight days across TV, streaming, and social platforms, starting with the NBA Tip-Off. Kalshi has grown significantly in 2026, with analysts estimating its valuation could approach $42 billion, and competes with other prediction markets like Polymarket. The brand emphasizes it does not allow trading on global conflicts.

• Kalshi launched the 'King Blocker' device to mute LeBron James mentions, promoted by NBA player Dillon Brooks.
• The campaign was created by agency es muy good.
• The King Blocker is a real physical device offered via giveaway on a dedicated microsite.

Kalshi Traders Predict Anthropic IPO Announcement Likely

Traders on the prediction market platform Kalshi have sharply increased their estimates that Anthropic, the AI company, will announce an initial public offering (IPO) this year. The probability of an IPO announcement before November jumped from 4.7% on September 28 to 16% by Wednesday afternoon. Kalshi traders see a greater than 60% chance of an announcement before December and nearly 80% before January. This comes amid reports that Anthropic will warn investors in its IPO prospectus that its AI models pose a 'catastrophic or existential risk to humanity.' Anthropic confidentially filed its IPO prospectus in June and is seeking a $2 trillion valuation. The company plans to spend over $500 billion on cloud computing and infrastructure in the coming year. Anthropic's CEO Dario Amodei has also urged AI companies to slow down the pace of AI advancement, a stance supported by OpenAI's Sam Altman and SpaceX's Elon Musk.

• Kalshi traders see a 16% chance of Anthropic announcing an IPO before November, up from 4.7% on Sept. 28.
• Kalshi traders estimate a greater than 60% chance of an IPO announcement before December and nearly 80% before January.
• Anthropic confidentially filed its IPO prospectus in June and is seeking a $2 trillion valuation.