Anthropic has a 53% chance of completing its IPO by the end of October. This means the most critical assets in the AI sector are entering a key window for capital exits. If this prediction comes true, the pricing logic for foundational model capabilities in the secondary market will shift from 'technical vision' to 'cash flow and commercialization.' For those following the AI industry chain, this marks a move by leading unicorns to secure long-term compute costs and talent incentives through going public.