NYU professor emeritus Gary Marcus said OpenAI could become the “WeWork of AI” amid its delayed IPO plans. OpenAI was last valued at $852 billion, according to BeInCrypto, after filing confidentially for a listing in June and CEO Sam Altman ruling out 2026. Marcus said sentiment, rather than fundamentals, could drive fallout from a markdown, affecting chip demand and financing costs. He said Anthropic’s planned November listing could set a valuation benchmark for OpenAI, chipmakers and lenders.