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Jay McBain
Analyst Index · The Channel

Jay McBain

Chief analyst, US, Omdia (was Canalys, Forrester)
82%
Accuracy
1 of 8
Analyst ranking
9
Predictions scored
39
Still to fall due
7 right1 mostly right1 mostly wrong
All 48RightWrongPending
Artificial Intelligence ▾
All categoriesArtificial IntelligenceInfrastructure & TelecomsCybersecurityThe ChannelLeadership & GTMSaaS
Scored predictions1
Mostly wrong · 25%Anthropic is going to IPO itself into a potential multi-trillion dollar value in the upcoming days.Artificial Intelligence · made Jun 2026 · due Jun 2026

What happened. Anthropic had only filed confidentially (1 June 2026). As of 23 Oct 2026 it had not listed: reports said a public S-1 could be filed that day, with a listing targeted for mid-November. Reported valuation talk is about $1.5-2 trillion. 'Upcoming days' missed by at least five months, and the valuation talk is below 'multi-trillion'. The IPO itself does look imminent, so the underlying call is not dead. Sources: pymnts.com, finance.yahoo.com, cnn.com.

Source: As predicted, the world's largest IPO successfully... (jaymcbain.com)

Specific · short-range · counts 0.5Medium confidence
Still to fall due9 predictions
  1. Mar 2027The Magnificent 7, who are fueling an almost $7 trillion build-out, will take an overnight 25% haircut on their stock prices.Artificial Intelligence · made Oct 2026 · source
  2. Dec 2027The multi-trillion dollar IPOs/valuations of companies like SpaceX, Anthropic, and OpenAI will drop by over half.Artificial Intelligence · made Oct 2026 · source
  3. Dec 2027Impact: $20 trillion will be erased from public and private capital markets.Artificial Intelligence · made Oct 2026 · source
  4. Mar 2027Prediction: the AI bubble will burst in March of 2027.Artificial Intelligence · made Oct 2026 · source
  5. Dec 2030The enterprise agentic AI software market will reach $41.8 billion in 2030, with broader GenAI software growing to $122.8 billion.Artificial Intelligence · made Feb 2026 · source
  6. Dec 2026OpenAI, who is responsible for the fastest growing product in history still isn't public, but that will change in 2026 and you will likely see Sam Altman join this Top 20.Artificial Intelligence · made Dec 2025 · source
  7. Dec 2030We have channel partner led services growing from $59 billion globally today to $267 billion by 2030, a 35.3% CAGR.Artificial Intelligence · made Oct 2025 · source
  8. Dec 2045The new 20 year era of AI will create the world's first trillionaires.Artificial Intelligence · made Jun 2025 · source
  9. Dec 2028Moving forward five years, the opportunity becomes $158bn in annual compounded growth rate of 59.3%.Artificial Intelligence · made Nov 2023 · source
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