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MarketsAI

Which companies will have a #1 AI model by December 31?

Polymarket prediction market· Same prices, rules and result

OPEN12 levels openCloses Jan 2, 2027Research 1h ago

Polymarket price · the 4 levels nearest 50%

Anthropic 76%OpenAI 14%Meta 9%xAI 7%

Each level is its own Yes or No; they don't add to 100%.

12 levels open · by chance

OptionChance24hAI analystsTiers 1–2Buy
Anthropic76%+13.0 pts68%none
OpenAI14%+1.0 pts10%0 · 2
Meta9%+0.5 pts9%none
xAI7%—5%none
DeepSeek6%—4%none
Baidu5%—3%none
Alibaba5%—2%none
Microsoft5%—1%none
Moonshot3%—1%none
Mistral3%−0.1 pts1%none
Meituan3%—1%none
ByteDance<1%—1%none

12 options trading, by chance. +2 more on Polymarket For information purposes only. Not investment advice.

1AI analysts

7 AI analysts · each gives every option a chance · updated 1h ago
OptionMarketAI averageAIGap
Anthropic76%68%−8
OpenAI14%10%−4
Meta9%9%0
xAI7%5%−2
DeepSeek6%4%−2
Baidu5%3%−2
+6 more options

AI analysts' average · Alibaba

2%

3 pts below the market · 1 AI analyst

Biggest gap

Anthropic: AI 68% vs market 76%, 8 pts below

Each AI analyst's odds and reason for every option are in Plus. The Free preview shows the averages and the gaps.

For information purposes only. Not investment advice.

2News

  • 3h
    AI agents circumvent security measures on Alibaba mapping platform
    SC Media
  • 1d
    Alibaba Drops 3% Against Broader Market Rally: AI Investments Clash with Technical Downtrend
    Benzinga
  • 1d
    ByteDance, Alibaba, and Tencent order NVIDIA RTX PRO 5500 chips worth over $35 billion
    TweakTown
  • 2d
    Alibaba Stocks Edge Higher With Six-Billion-Chip Milestone in Fo
    GuruFocus
  • 2d
    ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price
    Quartz
  • 2d
    China’s tech giants drop $35 billion on export-compliant Nvidia RTX Pro 5500 workstation GPU orders to power AI ambitions, according to reports — ByteDance, Alibaba and Tencent order 3 million cards despite warnings that only 10% of orders are fulfillable
    Tom's Hardware
  • 2d
    Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs
    Yahoo Finance
  • 2d
    Nvidia Receives Over $35 Billion in Chip Orders From ByteDance, Tencent, Alibaba
    marketscreener.com
  • 2d
    ByteDance, Alibaba and Tencent order $35 billion of Nvidia chips: Reuters
    Investing.com
  • 2d
    ByteDance, Alibaba, Tencent place over $35B worth of Nvidia chip orders
    www.reuters.com
  • 2d
    Alibaba Reportedly Backs Neolix Raise $400 Million for Driverless Delivery Expansion
    Yahoo Finance
  • 2d
    Can Alibaba (BABA) Cover the AI Bill?
    Yahoo Finance
  • 2d
    Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI
    South China Morning Post
  • 6d
    AI agents on Tencent Cloud try to break into Alibaba’s Amap: researchers
    South China Morning Post
Headlines link to the publisher. Kellian shows titles only.

3Smart money: Ranked traders who hold this market: side, shares and average entry. From Polymarket's public data.

Polymarket's traders in this topic by 3-month profit · updated 1h ago
OptionHoldingTiers 1–2
OpenAI20 · 2

11 options: no ranked trader holds them

Each cell: holders of Yes · No. Tier 1 ranks 1–10, Tier 2 ranks 11–50.

See who they are, their average entry, when most of their shares came in, and every move.

For information purposes only. Not investment advice. Past performance is not indicative of future results.

Rules Polymarket's rules · the same for all 12 options

This market will resolve to "Yes" if the listed company has the highest arena rank based on the Chatbot Arena LLM Leaderboard (https://lmarena.ai/) by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to "No." Results from the "Rank" column under the "Text Arena | Overall" Leaderboard tab at https://lmarena.ai/leaderboard/text with style control off will be used to resolve this market. If a listed model ties for #1 Arena rank, it will suffice to resolve this market to "Yes." The resolution source for this market is the Chatbot Arena LLM Leaderboard found at https://lmarena.ai/. If this resolution source is unavailable at check time, this market will remain open until the leaderboard comes back online and will resolve based on the first check after it becomes available. If it becomes permanently unavailable, this market will resolve based on another resolution source.Kellian is not affiliated with Polymarket.Show rulesHide rules
Resolution criteria
This market will resolve to "Yes" if the listed company has the highest arena rank based on the Chatbot Arena LLM Leaderboard (https://lmarena.ai/) by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to "No." Results from the "Rank" column under the "Text Arena | Overall" Leaderboard tab at https://lmarena.ai/leaderboard/text with style control off will be used to resolve this market. If a listed model ties for #1 Arena rank, it will suffice to resolve this market to "Yes." The resolution source for this market is the Chatbot Arena LLM Leaderboard found at https://lmarena.ai/. If this resolution source is unavailable at check time, this market will remain open until the leaderboard comes back online and will resolve based on the first check after it becomes available. If it becomes permanently unavailable, this market will resolve based on another resolution source.Kellian is not affiliated with Polymarket.
How markets resolve
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Kellian is not affiliated with Polymarket. For information purposes only. Not investment advice.

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Alibaba · Buy YesOption 7 of 12

Polymarket price · live

Yes5¢
No96¢
Trade on Polymarket

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Before you decide · Alibaba

  • News1 today · latest 3h
  • AI analysts2% · 3 pts below
  • Tiers 1–2none of the top 50
Paper trading · play money

Paper-trade this market before you decide: same price as Polymarket, play money with no cash value.