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MarketsAI

Third-best AI Lab end of October?

Polymarket prediction market· Same prices, rules and result

OPEN18 optionsCloses Nov 2, 2026

Polymarket chance · top 4 of 18 options

Meta 92%Alibaba 5%Google 2%Xiaomi 1%

18 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
Meta92%+0.5 pts76%4 · 0
Alibaba5%—7%1 · 1
Google2%——0 · 1
Xiaomi1%——none
OpenAI<1%−0.2 pts—none
SpaceXAI<1%——none
Moonshot<1%——none
Z.ai<1%——none
DeepSeek<1%——none
ByteDance<1%——none
Amazon———none
Nvidia———none
Thinky———none
MiniMax———none
Mistral———none
Meituan———none
StepFun———none
Microsoft———none

18 options trading, by chance. +3 more on Polymarket

1AI analysts

7 AI analysts · each gives every option a chance
OptionMarketAI averageAIGap
Meta92%76%−16
Alibaba5%7%+2
Google2%——
Xiaomi1%——
OpenAI<1%——
SpaceXAI<1%——
+12 more options

AI analysts' average · ByteDance

—

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

  • 8h
    ByteDance Commercial AI Unit Lost Two Senior Leaders in July
    tokenpost.com
  • 13h
    ByteDance Pushes Back on Claim That 55% of China's AI Tokens Go to Short-Form Dramas, Says Video Generation Is Just 10% of Compute
    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
  • 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
    ByteDance , Alibaba and Tencent Place $35 Billion Nvidia AI Chip Orders as China Faces GPU Shortage
    infotechlead.com
  • 2d
    ByteDance, Alibaba and Tencent order $35 billion of Nvidia chips: Reuters
    Investing.com Canada
  • 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
    ByteDance , Alibaba , Tencent Order Over $35 Bln Of Nvidia Chips : Reports
    rttnews.com
  • 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
    Yahoo Finance
  • 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
Meta44 · 0
Alibaba21 · 1
Google10 · 1

15 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.

Past performance is not indicative of future results.

Rules Polymarket's rules · the same for all 18 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 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 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 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 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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ByteDance · Buy YesOption 10 of 18

Polymarket price · live

Yes0¢
No100¢

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. 0¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 0¢

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Before you decide · ByteDance

  • News2 today · latest 8h
  • AI analystsreviewing
  • 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.