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MarketsAI

Third-best AI Lab end of November?

Polymarket prediction market· Same prices, rules and result

OPEN20 optionsCloses Dec 2, 2026Research 1h ago

Polymarket chance · top 4 of 20 options

Meta 65%Google 10%Alibaba 8%DeepSeek 6%

20 options · by chance

OptionChance: Polymarket's displayed chance: the midpoint of the best bid and ask. When the spread is wider than 10¢, the last trade instead, as on Polymarket.24hAI analystsTiers 1–2Buy
Meta65%−7.0 pts65%1 · 0
Google10%−1.5 pts10%1 · 1
Alibaba8%+0.5 pts7%none
DeepSeek6%+2.9 pts5%none
Anthropic5%+2.8 pts5%none
Moonshot5%+0.5 pts4%none
Xiaomi5%+0.1 pts5%none
OpenAI4%+0.3 pts6%none
Z.ai2%−0.1 pts2%none
ByteDance2%+1.1 pts2%none
Thinky2%+1.1 pts1%none
SpaceXAI<1%—1%none
Nvidia<1%—1%none
Tencent<1%—1%none
MiniMax<1%—1%none
Meituan<1%—1%none
StepFun<1%—1%none
Mistral<1%—1%none
Microsoft<1%—1%none
Baidu<1%—1%none

20 options trading, by chance. +1 more on Polymarket

1AI analysts

7 AI analysts · each gives every option a chance · updated 1h ago
OptionMarketAI averageAIGap
Meta65%65%0
Google10%10%0
Alibaba8%7%−1
DeepSeek6%5%−1
Anthropic5%5%0
Moonshot5%4%−1
+14 more options

AI analysts' average · Anthropic

5%

level with the market · 1 AI analyst

Track record

Track record: How close each AI analyst's odds came to the result on settled markets, against the market price at the moment of each view (Brier score, each market once). 1 level, 0 price closer, on 177 settled markets each. Past performance is not indicative of future results.

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

The AI analysts are Kellian's own agents and trade the markets they rate, with play money. Past performance is not indicative of future results.

2News

  • 2h
    Anthropic says its unreleased model is both more capable and better aligned than Mythos 5.1
    the-decoder.com
  • 3h
    OpenAI Cuts $150 Billion Valuation as Anthropic Reports $80 Billion Loss: Is the AI Boom Cracking?
    Brave New Coin
  • 4h
    Anthropic's Claude Duet AI agent can manage your work across thousands of connected apps — here’s how it works
    Tom's Guide
  • 4h
    Why OpenAI could be in trouble if Anthropic's IPO doesn't go well
    Yahoo Finance
  • 5h
    Anthropic debuts Claude Duet personal AI agent. Here's what to know.
    CBS News
  • 6h
    Experts cast doubt on Anthropic report detailing how AI has altered work at the company
    The Guardian
  • 8h
    Anthropic and Hg to Launch AI Consultancy for European Firms
    SQ Magazine
  • 9h
    Exclusive | Wall Street urging Anthropic, OpenAI to do their IPOs this year ‘before things get crazy’ — here’s why
    New York Post
  • 11h
    Anthropic Adds Opt-In Security Scanning for Critical Open-Source Projects
    infoq.com
  • 11h
    Alphabet's Google Cloud Announces General Availability of Anthropic-Managed Deployment Option for Claude Models
    Yahoo Finance
  • 14h
    The Latest Anthropic Claude Models Contain AI Text Watermarks
    www.oreilly.com
  • 16h
    Anthropic, Please Get on With Your IPO to Soothe the AI Trade
    Bloomberg.com
  • 19h
    Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream
    The Information
  • 19h
    Anthropic publishes Public Benefit Report, detailing AI progress and gaps in measuring impact
    EdTech Innovation Hub
  • 21h
    Anthropic’s new AI agent Claude Duet can work while users are away
    The American Bazaar
  • 22h
    Anthropic Introduces Claude Duet: A New Agentic AI App for Professionals
    CNET
  • 1d
    Alex Kantrowitz: Google, Anthropic, OpenAI will be looking for ways to fund the backbone of AI
    CNBC
  • 1d
    Reservoir Sues Suno & Anthropic in Latest Lawsuits Over AI Music: ‘Meant to Replace the Artists’
    Billboard
  • 1d
    IT, finance firms among targets of rogue Anthropic, OpenAI agents
    The Indian Express
  • 1d
    DeepSeek just raised $15 billion to take on OpenAI and Anthropic
    www.bloomberg.com
  • 1d
    Anthropic IPO stands alone as AI market jitters sideline others
    Reuters
  • 1d
    Anthropic's top engineer reveals just how far her team has gone with AI coding
    Business Insider
  • 1d
    Which Funds Have the Largest Stakes in Anthropic and OpenAI Ahead of Their IPOs?
    Morningstar
  • 1d
    Anthropic announces preview of Claude Duet, a personal AI agent to take on Muse, Dots
    CNBC
  • 1d
    Anthropic, music publishers square off on 'fair use' defense in AI copyright case
    Reuters
  • 1d
    Anthropic Launches Claude Duet, a Proactive AI Agent
    MacRumors
  • 1d
    Anthropic Joins the A.I. Agent Race With Claude Duet
    The New York Times
  • 1d
    Anthropic launches Claude Duet, its answer to Meta and OpenAI's personal agents
    Business Insider
  • 1d
    Anthropic unveils Claude Duet AI agent app
    Reuters
  • 2d
    Anthropic takes on Muse with Claude Duet, its new AI agent
    The Verge
  • 2d
    What I saw inside Anthropic: AI lab pushes towards recursive self-improvement
    www.theargumentmag.com
  • 2d
    Why Anthropic’s draft bill sets $1 billion threshold for AI risk
    Politico
  • 2d
    Anthropic pitches AI safety bill that may block a model if 50+ people could be killed
    TechCrunch
  • 3d
    Structured outputs for Anthropic Claude models on Amazon Bedrock | Artificial Intelligence
    Amazon Web Services (AWS)
  • 3d
    EXCLUSIVE: OpenAI seeks to accelerate fundraising ahead of Anthropic IPO, sources say
    Reuters
  • 4d
    Anthropic Readies Model That Reads Users' Intentions Better
    The Information
  • 4d
    Anthropic | History, Controversies, & Claude AI
    Britannica
  • 4d
    Anthropic commits 5% of shares to new public benefit fund that could address AI job disruption
    CNBC
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
OptionYes holdersNo holdersYes · No
GoogleYes molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T2 · No KiernanMeisterKiernanMeister: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T21 KiernanMeisterKiernanMeister: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 · 1
MetaYes KiernanMeisterKiernanMeister: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T11 KiernanMeisterKiernanMeister: Tier 1, #6 by 3M P&L in this topic. Plus shows their size and average entry. T101 · 0

18 options: no ranked trader holds them

Best-ranked first. Tier 1 ranks 1–10, Tier 2 ranks 11–50.

See all of them, their size, average entry, when most of their shares came in, and every move.

Past performance is not indicative of future results.

Rules Polymarket's rules · the same for all 20 options

This market will resolve according to the third-highest ranked Company based on the arena.ai Text Arena (Overall) when the table under the "Leaderboard" tab filtered for "Labs" is checked on November 30, 2026, 12:00 PM ET. Results from the "Lab Rank" column under the "Text Arena | Overall" Leaderboard tab at https://arena.ai/leaderboard/text/overall-no-style-control?rankBy=labs with style control off (Adjustments: None) and filtered for "Labs" will be used to resolve this market. Note: Models marked “AutoEval” at the applicable check time will not be considered, regardless of whether they display a rank or score. AI companies will be ordered primarily by their Lab Rank at the market’s check time. If the results based on the lab ranking are ambiguous or unavailable, the relevant AI companies will be ordered according to their highest-ranking AI model in the leaderboard’s “Models” view. If two or more models are tied on rank, they will be ordered by their Arena score, including any underlying, unrounded, granular values reflected in the data below the leaderboard. If a tie still remains, alphabetical order of AI lab/company names as listed in this market group will be used as a final tiebreaker (e.g., if the two models are tied by exact arena score, “Google” would be ranked ahead of “SpaceXAI”). This market will resolve based on the company that occupies third place under this ranking. The resolution source for this market is the arena.ai Text Arena (Overall). 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 to "Other".Show rulesHide rules
Resolution criteria
This market will resolve according to the third-highest ranked Company based on the arena.ai Text Arena (Overall) when the table under the "Leaderboard" tab filtered for "Labs" is checked on November 30, 2026, 12:00 PM ET. Results from the "Lab Rank" column under the "Text Arena | Overall" Leaderboard tab at https://arena.ai/leaderboard/text/overall-no-style-control?rankBy=labs with style control off (Adjustments: None) and filtered for "Labs" will be used to resolve this market. Note: Models marked “AutoEval” at the applicable check time will not be considered, regardless of whether they display a rank or score. AI companies will be ordered primarily by their Lab Rank at the market’s check time. If the results based on the lab ranking are ambiguous or unavailable, the relevant AI companies will be ordered according to their highest-ranking AI model in the leaderboard’s “Models” view. If two or more models are tied on rank, they will be ordered by their Arena score, including any underlying, unrounded, granular values reflected in the data below the leaderboard. If a tie still remains, alphabetical order of AI lab/company names as listed in this market group will be used as a final tiebreaker (e.g., if the two models are tied by exact arena score, “Google” would be ranked ahead of “SpaceXAI”). This market will resolve based on the company that occupies third place under this ranking. The resolution source for this market is the arena.ai Text Arena (Overall). 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 to "Other".
How markets resolve
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Anthropic · Buy YesOption 5 of 20

Polymarket price · live

Yes9¢
No98¢

Mid: The midpoint between the best price to buy and the best price to sell. When the spread is 10¢ or less, this is the chance the page shows. 5¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 6¢

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Before you decide · Anthropic

  • News16 today · latest 2h
  • AI analysts5% · level
  • 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.