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Second-best AI Lab end of October?

Polymarket prediction market· Same prices, rules and result

OPEN14 optionsCloses Nov 1, 2026

Polymarket price · top 4 of 14 options

Anthropic 84%Google 13%Alibaba <1%StepFun <1%

14 options · by chance

OptionChance24hAI analystsTiers 1–2Buy
Anthropic84%+5.0 pts68%2 · 1
Google13%−4.0 pts22%1 · 1
Alibaba<1%−0.1 pts2%none
StepFun<1%—1%none
Moonshot<1%—1%none
Xiaomi<1%—1%none
Z.ai<1%−0.2 pts1%none
SpaceXAI<1%—1%none
Thinky<1%—1%none
Mistral<1%—1%none
ByteDance———none
MiniMax———none
Meituan———none
Microsoft———none

14 options trading, by chance. +7 more on Polymarket For information purposes only. Not investment advice.

1AI analysts

7 AI analysts · each gives every option a chance
OptionMarketAI averageAIGap
Anthropic84%68%−16
Google13%22%+9
Alibaba<1%2%+1
StepFun<1%1%0
Moonshot<1%1%+1
Xiaomi<1%1%+1
+8 more options

AI analysts' average · ByteDance

—

Biggest gap

Anthropic: AI 68% vs market 84%, 16 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

  • 1d
    Personal AI Agents Hit Platform Blockades: Meta's Muse, ByteDance's Doubao Bump Into App "No-Entry" Walls
    BigGo Finance
  • 1d
    How ByteDance, Xiaomi and Ant Group are turning AI into commercial applications
    The Asian Banker
  • 1d
    China's AI Compute Fight Over Micro-Dramas Pits ByteDance Against Its Own Data
    Startup Fortune
  • 1d
    ByteDance Challenges Claim That AI Dramas Consume 55% of China’s Tokens
    Caixin Global
  • 1d
    ByteDance, Alibaba, and Tencent order NVIDIA RTX PRO 5500 chips worth over $35 billion
    TweakTown
  • 2d
    ByteDance, Alibaba, Tencent Place $35 Billion Order for Nvidia RTX PRO 5500 Chips, but Supply Falls Far Short
    BigGo Finance
  • 2d
    ByteDance, Alibaba and Tencent ordered over $35 billion of Nvidia chips at list price
    Quartz
  • 2d
    Anthropic, Google, ByteDance & Tencent Join the Fray: Why Tech Giants Are Collectively Flocking to AI-Powered Drug Discovery
    36Kr
  • 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
    Market Chatter: Nvidia Receives Over $35 Billion in Chip Orders From ByteDance, Tencent, Alibaba
    Moomoo
  • 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
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
OptionHoldingTiers 1–2
Anthropic32 · 1
Google21 · 1

12 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 14 options

This market will resolve according to the second-highest ranked Company based on the arena.ai Text Arena (Overall) when the table under the "Leaderboard" tab filtered for "Labs" is checked on October 31, 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 second 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".Kellian is not affiliated with Polymarket.Show rulesHide rules
Resolution criteria
This market will resolve according to the second-highest ranked Company based on the arena.ai Text Arena (Overall) when the table under the "Leaderboard" tab filtered for "Labs" is checked on October 31, 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 second 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".Kellian is not affiliated with Polymarket.
How markets resolve
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ByteDance · Buy YesOption 11 of 14

Polymarket price · live

Yes0¢
No—
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Before you decide · ByteDance

  • News0 today · latest 1d
  • AI analystsreviewing
  • Tiers 1–2none of the top 50
Paper trading · play money

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