TOTAL VOLUME:
$154.8b
24H VOL:
$260,393,102
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,894,304,386
408,643
Markets across
39,771
events
MATCHED EVENTS:
4,493
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Closed: Oct 8, 11:59 PM EST
Kalshi
This event tracks the performance of Anthropic's AI models on Vercel's platform by measuring the proportion of AI processing requests handled by Anthropic across leading research institutions on a specific date. It reflects potential shifts in preference among AI developers and researchers toward Anthropic's technology. The outcome depends on whether this usage share exceeds various predefined thresholds.
The event determines whether Anthropic’s portion of AI Gateway requests processed through Vercel on October 8, 2026, surpasses one of several specified percentage thresholds (ranging from 4.2% to 8.5%). All markets resolve based on the same underlying metric: the Anthropic Vercel share of requests across top labs, measured and rounded to one decimal place. The definitive value will be recorded at 10:00 AM ET on October 9, 2026, using an updated chart provided by Vercel. Each market has a unique threshold; if the measured share exceeds that threshold, the corresponding market settles as 'Yes.' The event explicitly states that Kalshi, the platform hosting these markets, holds no official ties to Vercel, and all trademarks remain the property of their respective owners.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence differs from expert opinion. Often, this market will reflect a different perspective than traditional polls or analyst reports, potentially incorporating a wider range of information and anticipating shifts in sentiment before they are reflected in conventional forecasts. Discrepancies can arise from differing methodologies, biases, or access to unique data points, offering a valuable contrast for informed decision-making regarding the future share of requests.
On Kalshi, this market is priced through a continuous double auction, where traders buy and sell contracts representing their beliefs about the outcome. The price of a contract reflects the probability of that outcome occurring, with higher prices indicating a greater perceived likelihood. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. Traders adjust their bids and asks based on new information and their own analysis, leading to a dynamic and evolving price discovery process. This creates a real-time assessment of the potential for Anthropic’s request share in 2026.
This market resolves around Oct 9, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on Vercel’s publicly reported data regarding the proportion of requests served by Anthropic models on October 8, 2026. The exact share will be compared to the ranges defined by the contracts available on Kalshi to determine which contracts settle at 100 and which settle at 0. This provides a clear and objective determination of the market’s outcome.
Several signals or events could significantly move this market. Major announcements from Anthropic regarding model improvements, new partnerships, or changes in pricing could impact its request share. Developments in competing AI models from companies like OpenAI or Google would also be influential. Broader economic conditions, shifts in cloud computing demand, and even regulatory changes related to AI could all contribute to fluctuations in the market price as traders reassess the probabilities leading up to Oct 9, 2026.