TOTAL VOLUME:
$154.5b
24H VOL:
$271,200,656
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,922,627,141
420,368
Markets across
40,352
events
MATCHED EVENTS:
4,484
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Time left: 12d:05h:11m
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The event tracks the performance of a composite index measuring year-over-year download growth across several popular AI applications during a specific month. The index aggregates growth data from multiple AI platforms, providing a snapshot of collective user adoption trends over the compared period.
All markets resolve based on the Carbon Arc AI Chat Apps Array index value for October 2026, published by Carbon Arc and accessible via the provided URL. The index represents an equally weighted arithmetic mean of year-over-year growth indices for ChatGPT, Claude, Gemini, and Grok, with each constituent weighted at 25%. An index value of 100 indicates no growth compared to the same month in the prior year, while values above or below reflect relative growth or decline. Resolution occurs on the value recorded by Kalshi at 11:59 p.m. ET on the 7th calendar day following the end of October 2026—specifically, November 7, 2026. Once recorded, subsequent corrections or revisions do not alter the outcome. Market outcomes vary by threshold: each market resolves to "Yes" if the recorded index exceeds its specified numerical threshold (ranging from 300 to 800), with higher thresholds creating more stringent conditions for resolution.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence differs from expert opinion. Often, this market incorporates a wider range of information and perspectives than a single analyst report. If analysts predict a specific range for AI app downloads, the odds on Kalshi will reflect the probability assigned to outcomes within and outside that range. Discrepancies can arise from differing assumptions, data interpretations, or the inclusion of unforeseen factors influencing the AI app landscape. It's valuable to consider both sources when forming a view on the future.
On Kalshi, this market is priced using a continuous double auction, where traders buy and sell contracts representing different potential outcomes for the array index of AI app downloads in October 2026. The price of a contract reflects the market’s assessment of the probability of that outcome occurring. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. As more traders participate and new information becomes available, the prices adjust to reflect the evolving consensus. The market efficiently aggregates diverse opinions, providing a real-time estimate of future possibilities. Traders aim to profit by accurately predicting the eventual outcome.
This market resolves around Nov 15, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. Specifically, the resolution will be based on the publicly available array index of AI app downloads in October 2026. The exact methodology for determining the index will be defined by Kalshi and will be publicly available prior to resolution. Traders will be able to see how the final result aligns with their predictions and whether their contracts will pay out based on the verified outcome.
Several signals or events could significantly move this market before Nov 15, 2026. Major announcements regarding new AI applications, changes in app store policies, or shifts in consumer adoption of AI technology could all impact expectations. Economic indicators, such as smartphone sales and overall consumer spending, may also play a role. Unexpected regulatory changes related to AI or data privacy could also cause shifts in the market. Finally, significant breakthroughs or setbacks in AI development, as reported by leading tech companies, could influence trader sentiment and contract prices.