Anthropic researcher Levent Alpöge’s recent collaboration on finite-time blowup results for forced Euler and related equations, produced with substantial help from Claude and other large language models, has anchored trader sentiment around the company’s mathematical capabilities. This work, published shortly before OpenAI’s September 2026 claim of solving the full Navier-Stokes Millennium Prize Problem with thousands of internal agents, underscores Anthropic’s competitive edge in AI-assisted formal proofs and Lean verification despite the rival announcement. Demonstrated strengths in autonomous multi-agent formalization, such as the rapid computer-checked proof of Fermat’s Last Theorem, further support market-implied odds. Key upcoming catalysts include independent mathematician reviews, potential model releases with enhanced reasoning benchmarks, and any official Anthropic statements on remaining open problems like the Riemann hypothesis or Yang-Mills.