TOTAL VOLUME:
$154.6b
24H VOL:
$333,432,169
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,971,286,090
419,492
Markets across
40,634
events
MATCHED EVENTS:
4,654
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Closed: Oct 2, 11:59 PM EST
Kalshi
This event tracks the market share of Anthropic's AI models processed through Vercel's infrastructure on a specific date. It reflects the competitive dynamics between AI service providers and cloud platforms in handling AI model requests from leading research labs.
All markets resolve based on the percentage of AI Gateway requests processed by Anthropic through Vercel’s infrastructure on October 2, 2026, measured across top research labs. The percentage will be rounded to one decimal place and evaluated at 10:00 AM ET on October 3, 2026. Each market has a specific threshold: if the measured share exceeds the threshold defined in the market (ranging from 5.4% to 12%), the market resolves to Yes; otherwise, it resolves to No. All markets operate independently, allowing for multiple potential outcomes depending on where the actual percentage falls relative to each threshold. Kalshi clarifies it holds no official affiliation with Vercel, and all trademarks remain property of their respective owners.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence stacks up against expert opinion. Currently, it’s important to note that there is limited publicly available analyst consensus regarding Anthropic's request share in 2026. However, if analysts were to predict a specific percentage, this market allows for a direct comparison – does the crowd believe Anthropic will exceed, fall short of, or align with those expectations? Discrepancies between the two can highlight areas where the market anticipates factors not yet fully considered by traditional analysis.
On Kalshi, this market is priced through a continuous double auction, where traders buy and sell contracts representing different possible outcomes for Anthropic’s request share. The price of each contract reflects the probability of that outcome occurring, as perceived by the market participants. 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 will adjust, providing a real-time assessment of expectations. Traders are incentivized to provide accurate predictions, as profitable trades are rewarded.
This market resolves around Oct 3, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. Specifically, the resolution will be based on Vercel’s publicly reported data regarding the share of requests served by Anthropic on October 2, 2026. The data will be assessed to determine the percentage of requests handled by Anthropic during that period, and that percentage will serve as the final outcome for this market. The resolution process aims for objectivity and transparency, relying on publicly available information.
Several signals or events could significantly move this market before Oct 3, 2026. Major announcements from Anthropic regarding new model releases, partnerships, or technological breakthroughs would likely impact expectations. Similarly, news concerning competitors like OpenAI or Google, and their respective AI capabilities, could shift the perceived competitive landscape. Broader economic trends, changes in regulatory policies around AI, and even shifts in public sentiment towards AI technologies could all influence trading activity and the price of contracts in this market.