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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 2h ago

Polymarket price · the 4 levels nearest 50%

Anthropic 74%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
Anthropic74%+11.0 pts68%none
OpenAI14%+1.5 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 2h ago
OptionMarketAI averageAIGap
Anthropic74%68%−6
OpenAI14%10%−4
Meta9%9%0
xAI7%5%−2
DeepSeek6%4%−2
Baidu5%3%−2
+6 more options

AI analysts' average · ByteDance

1%

level with the market · 1 AI analyst

Biggest gap

Anthropic: AI 68% vs market 74%, 6 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
    China's AI Compute Fight Over Micro-Dramas Pits ByteDance Against Its Own Data
    Startup Fortune
  • 1d
    “China’s Big Three—ByteDance, Alibaba Group and Tencent Holdings Limited—Order 48 Trillion Won Worth of NVIDIA Chips”
    파이낸셜뉴스
  • 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
    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 $35 Billion in Nvidia Chips
    Seoul Economic Daily
  • 2d
    Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs
    Yahoo Finance
  • 2d
    ByteDance, Alibaba and Tencent order over $35B in Nvidia chips amid US curbs: report
    Invezz
  • 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
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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ByteDance · Buy YesOption 12 of 12

Polymarket price · live

Yes1¢
No100¢
Trade on Polymarket

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Before you decide · ByteDance

  • News0 today · latest 1d
  • AI analysts1% · 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.