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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 21h ago

Polymarket chance · top 4 of 20 options

Meta 65%Google 11%Alibaba 8%Anthropic 7%

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%−0.5 pts62%1 · 0
Google11%—5%1 · 1
Alibaba8%+0.5 pts6%none
Anthropic7%+1.4 pts5%none
Moonshot5%—4%none
Xiaomi4%−0.1 pts5%none
OpenAI4%—6%none
DeepSeek3%−1.7 pts5%none
Thinky3%+1.4 pts1%none
Z.ai2%—2%none
ByteDance2%—2%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
Microsoft<1%—1%none
Mistral<1%—1%none
Baidu<1%—1%none

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

1AI analysts

4 AI analysts · each gives every option a chance · updated 21h ago
OptionMarketAI averageAIGap
Meta65%62%−3
Google11%5%−6
Alibaba8%6%−2
Anthropic7%5%−2
Moonshot5%4%−1
Xiaomi4%5%+1
+14 more options

AI analysts' average · Tencent

1%

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 231 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

  • 8h
    Former Tencent Hunyuan Multimodal RL Lead Wang Haonan: Embodied AI Firms Lag Large-Model Makers by 100x in Compute; Small Players' Only Path Is 7B Models Tied to Their Own Hardware
    BigGo Finance
  • 12h
    Naspers Share Price (JSE: NPN) and Prosus Find Support after 5% Fall as Tencent Weakness, AI Spending Concerns Weigh
    FXLeaders
  • 20h
    Tencent puts its retail AI agents inside the chat apps store staff already use
    MarketScale
  • 1d
    Hy-Nomas: What Tencent's Free-Form Interactive World Model Actually Does
    OrcaRouter
  • 1d
    Hy-Nomas: Tencent's Unannounced Interactive World Model
    OrcaRouter
  • 1d
    WeVisOne-VL-4B: Tencent's Quiet 4B Vision Model Is Here
    OrcaRouter
  • 1d
    WeVisOne-VL-2B: Tencent's Quiet 2B Perception Model
    OrcaRouter
  • 1d
    How BAAI and Tencent are testing AI reliability and exposing digital banking security gaps
    The Asian Banker
  • 1d
    Game + Manhua Drama: Emerging New Model? Watch Manhua Dramas In-Game, Related Works Hit Top 2 Bestseller List – Tencent, NetEase & Guangzhou Developers Layout This Sector
    36Kr
  • 1d
    Tencent, Alibaba & Hengke Pull Back: Market Begins Pricing AI Investments by Returns
    36Kr
  • 2d
    Tencent Backs DeepSeek's Nearly $15 Billion AI Raise
    Yahoo Finance
  • 2d
    Tencent and CATL back DeepSeek's $15B funding round to challenge top US AI labs: report
    TradingView
  • 2d
    Researchers: AI agents on Tencent Cloud try to break into Alibaba’s Amap
    The Star
  • 2d
    Invisible website text made a rogue AI fleet on Tencent Cloud reach out for help
    TechRadar
  • 3d
    Tencent falls below HK$400 to one-year low as AI arms-race anxiety forces valuation rethink
    BigGo Finance
  • 4d
    'Some agents exhibited unintended web-browsing behavior': Tencent admits AI agents it was testing made more than 2,600 attempts in 11 days to slip past Alibaba's map defenses, just to find out which zoo gate people use
    TechRadar
  • 4d
    Tencent: Transitioning From Social Super App To AI Super App (OTCMKTS:TCEHY)
    Seeking Alpha
  • 4d
    What Do Tencent Holdings (SEHK:700) Chip Orders Mean For Its AI Push?
    Yahoo Finance
  • 4d
    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
  • 4d
    Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs
    Yahoo Finance
  • 4d
    Southbound Capital Flow | Southbound capital recorded net sales of HKD 1.723 billion; institutions remain bullish on Tencent's (00700) overall ecosystem capabilities as southbound funds increased their holdings in Tencent by over HKD 1.1 billion.
    Moomoo
  • 4d
    ByteDance, Alibaba and Tencent order $35 billion of Nvidia chips: Reuters
    Investing.com
  • 4d
    ByteDance, Alibaba, Tencent place over $35B worth of Nvidia chip orders
    www.reuters.com
  • 5d
    Rokid brings voice-based ride-hailing to AI glasses through Tencent partnership
    TechNode
  • 5d
    Weekly Recap: No deliberate AI targeting and October buybacks by Tencent
    TradingView
  • 6d
    Tencent Music (TME) Stock May Be 15% Undervalued After DeepSeek AI News
    Yahoo Finance
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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Tencent · Buy YesOption 14 of 20

Polymarket price · live

Yes1¢
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. 1¢ · Spread: The gap between the best price to buy and the best price to sell. A wide spread means few orders near the price. 1¢

Trade on Polymarket

Opens Polymarket in a new tab. Not affiliated with Polymarket. Kellian never holds your money.

Before you decide · Tencent

  • News3 today · latest 8h
  • 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.