Secondary market broker Rainmaker Securities reports $2B+ demand for Anthropic shares with almost no sellers, while $600M in OpenAI shares sit unsold.
Glen Anderson, president of Rainmaker Securities — a private securities broker facilitating trades in ~1,000 private stocks — told TechCrunch that Anthropic has become the hardest stock to source in their marketplace, with virtually no sellers. Meanwhile, Ken Smythe of Next Round Capital reports $2B in buyer-side demand for Anthropic vs. $600M in OpenAI shares that can't find buyers. Anthropic's public standoff with the Department of Defense paradoxically boosted its consumer brand and investor sentiment. SpaceX remains a wildcard, with the potential to absorb significant capital and reshape secondary market dynamics if it moves toward liquidity.
This is a capital markets story, not a technical one. The secondary market premium on Anthropic shares doesn't change API pricing, model quality, or access tiers today. The only actionable signal: Anthropic's consumer brand strength (partly from the DoD standoff) suggests Claude's public-facing products are gaining real traction — worth noting if you're building on top of it.
If you're choosing between Claude API and OpenAI API for a new project this week, run a side-by-side benchmark on your actual use case — the investor sentiment gap hints that enterprise and consumer adoption is tilting toward Anthropic.
Suggested exercise · not independently tested. Access requirements and costs may vary.
Open a Python environment and install both SDKs: pip install anthropic openai
Paste this script: send identical prompts to claude-3-5-sonnet-20241022 and gpt-4o, measure response time and token cost for your highest-volume use case type (e.g. summarization, extraction, code gen)
Compare latency, output quality, and cost per 1M tokens side-by-side
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