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MarketsAI

Second-best AI Agent Lab end of October?

Polymarket prediction market· Same prices, rules and result

OPEN14 optionsCloses Nov 1, 2026

Polymarket chance · top 4 of 14 options

OpenAI 86%Anthropic 4%Google 4%Moonshot 3%

14 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
OpenAI86%−5.0 pts72%3 · 0
Anthropic4%−0.2 pts4%1 · 0
Google4%−0.1 pts4%1 · 0
Moonshot3%+2.1 pts1%0 · 1
Meta2%+0.5 pts2%none
SpaceXAI<1%—1%none
Z.ai<1%−0.4 pts1%none
DeepSeek———none
Xiaomi———none
MiniMax———none
Nvidia———none
Amazon———none
Meituan———none
Microsoft———none

14 options trading, by chance. +4 more on Polymarket

1AI analysts

7 AI analysts · each gives every option a chance
OptionMarketAI averageAIGap
OpenAI86%72%−14
Anthropic4%4%0
Google4%4%0
Moonshot3%1%−2
Meta2%2%0
SpaceXAI<1%1%0
+8 more options

AI analysts' average · Meta

2%

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 joins Meta and OpenAI’s personal AI assistant race with Duet
    Fortune
  • 3h
    Meta's Q3 FCF Turns Negative On AI Spend—Q4 Capex Implied At $49B-59B
    Benzinga
  • 4h
    Polen Focus Growth Strategy Boosts Meta Platforms, Inc. (META) on AI Monetization Potential
    Yahoo Finance
  • 4h
    Meta delays new business terms after publisher pushback on AI scraping
    The Verge
  • 5h
    Meta: AI Spending Is Exploding, But So Is The Opportunity (NASDAQ:META)
    Seeking Alpha
  • 5h
    Brazil presidential election dogged by alleged bias by Meta AI tools
    New Scientist
  • 6h
    BofA names Meta a top AI idea, raises price target on stronger ad growth
    Yahoo Finance
  • 6h
    SpaceX won't follow Meta's playbook to fund its AI build-out, JPMorgan says
    Yahoo Finance
  • 6h
    Explainer: Why is Meta creating a new class of non-voting shares amid its AI growth?
    Reuters
  • 7h
    Dow Jones Futures Fall After Moderna Crashes, Meta Fuels AI Meltdown. Warren Buffett Market Is Thriving.
    Investor's Business Daily
  • 7h
    I’m a comedian whose joke was stolen by an AI creator. I blame Meta and feel powerless.
    Business Insider
  • 7h
    Brazil Elections: How AI, Meta and Evangelicals Could Sway the Presidential Race for Bolsonaro
    Democracy Now!
  • 7h
    Meta Is Making More Money Than Ever. It’s Not Enough for Mark Zuckerberg’s AI Ambitions
    Inc.com
  • 8h
    COMMENTARY: Musk's AI win, Meta's cash burn, and the CoreWeave conundrum: The financial week in five charts
    Reuters
  • 9h
    A judge just gave us 25 billion reasons why Meta’s privacy promises about its Muse AI bot shouldn’t be trusted
    Los Angeles Times
  • 9h
    Meta and Tesla Q3 reports show why Big Tech investors face an AI spending catch-22
    Business Insider
  • 13h
    Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints
    Yahoo Finance
  • 17h
    Meta's Hunt for AI Capital Strikes a Raw Nerve on Wall Street
    www.wsj.com
  • 23h
    Meta’s AI could still scrape news sites, legal experts say
    The Verge
  • 23h
    GE Vernova Stock Is Down 10%. Blame Meta for AI Financing Fears.
    Barron's
  • 1d
    Steep bill for AI buildout punishes Meta, other tech favorites
    Reuters
  • 1d
    Meta Credit Risk Gauge Hits Fresh High on AI Spending Plans
    Bloomberg.com
  • 1d
    Meta shares slide, default insurance hits record as AI spending alarms investors
    Reuters
  • 1d
    Meta and chip stocks decline as AI trade comes under pressure: AlphaCheck
    Yahoo Finance
  • 1d
    Meta’s Stock Split Paves Way for Huge AI Financing Deal
    Barron's
  • 1d
    Meta Stock Falls Despite Strong Q3 Results As AI Spending Takes Focus
    Investor's Business Daily
  • 1d
    Meta's Muse AI Is Winning Over Older Adults. Privacy Experts Are Worried
    Time Magazine
  • 1d
    Stocks drop as Meta fans AI worries, Treasuries gain
    Reuters
  • 1d
    Meta wants to pay for its broad AI buildout with a newly created class of stock
    TechCrunch
  • 1d
    Meta Earnings Show Increased A.I. Spending, Even as Cash Pressures Grow
    The New York Times
  • 1d
    Meta puts Muse agent at heart of AI strategy, plans new stock to power investments
    Reuters
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 56m ago
OptionYes holdersNo holdersYes · No
OpenAIYes 0xA2770432A5E6Bd24c347c976b0D815db1f2C110xA2770432A5E6Bd24c347c976b0D815db1f2C11: Tier 1, #7 by 3M P&L in this topic. Plus shows their size and average entry. T1 3 0xA2770432A5E6Bd24c347c976b0D815db1f2C110xA2770432A5E6Bd24c347c976b0D815db1f2C11: Tier 1, #7 by 3M P&L in this topic. Plus shows their size and average entry. T1·molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T2 03 · 0
AnthropicYes molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T21 molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T201 · 0
GoogleYes qianyi2026qianyi2026: Tier 2, #21 by 3M P&L in this topic. Plus shows their size and average entry. T21 qianyi2026qianyi2026: Tier 2, #21 by 3M P&L in this topic. Plus shows their size and average entry. T201 · 0
MoonshotNo molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T201 molodoyymolodoyy: Tier 2, #11 by 3M P&L in this topic. Plus shows their size and average entry. T20 · 1

10 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 14 options

This market will resolve according to the second-highest ranked Company based on the arena.ai Agent Arena Leaderboard when the table under "Agent Arena" filtered for "Labs" is checked on October 31, 2026, 12:00 PM ET. Results from the "Rank" column under the "Agent Arena" Leaderboard tab at https://arena.ai/leaderboard/agent filtered for "Labs" will be used to resolve this market. 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 which model is listed higher on 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., “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 Agent Arena Leaderboard. 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 second-highest ranked Company based on the arena.ai Agent Arena Leaderboard when the table under "Agent Arena" filtered for "Labs" is checked on October 31, 2026, 12:00 PM ET. Results from the "Rank" column under the "Agent Arena" Leaderboard tab at https://arena.ai/leaderboard/agent filtered for "Labs" will be used to resolve this market. 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 which model is listed higher on 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., “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 Agent Arena Leaderboard. 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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Meta · Buy YesOption 5 of 14

Polymarket price · live

Yes4¢
No99¢

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. 2¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 3¢

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Before you decide · Meta

  • News20 today · latest 2h
  • AI analysts2% · 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.