TOTAL VOLUME:
$154.4b
24H VOL:
$245,801,863
24H TRANSACTIONS:
2,984,028,936
OPEN INTEREST:
$1,902,097,102
417,059
Markets across
40,178
events
MATCHED EVENTS:
4,415
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Above 28.9%
- Kalshi
Above 28.9% - Kalshi
1W
News
Positive
Negative
Neutral
Hover marker for details
Vol.
·
Resolves Nov 3, 2026
Time left: 15h:06m:14s
$
This event tracks the proportion of AI development resources allocated to Anthropic through Vercel by leading research institutions in early November 2026. It reflects potential shifts in strategic priorities among major AI labs regarding their infrastructure and model development partnerships.
All markets resolve based on the Anthropic Vercel share of AI Gateway spend across the top labs for November 2, 2026, measured and rounded to one decimal place. The determining value will be captured at 10:00 AM ET on November 3, 2026, using the updated chart data. Each market has a specific threshold: if the measured share exceeds the respective threshold (ranging from 28.9% to 41.4%), that market resolves to Yes; otherwise, it resolves to No. All markets operate independently under these consistent measurement and timing rules.
Currently, it's difficult to directly compare prediction market odds to specific analyst forecasts for Anthropic’s Vercel spend. However, generally, prediction markets can offer a different perspective than traditional polls or expert opinions. Analysts often rely on models and assumptions, while this market reflects the collective judgment of individuals with skin in the game. Discrepancies between the two could indicate areas where the market anticipates different outcomes or has access to information not yet reflected in public analysis. It's a unique way to gauge expectations surrounding AI spending.
On Kalshi, this market is priced using a continuous double auction. Traders buy and sell contracts representing different possible outcomes for Anthropic’s share of spend with Vercel. The price of each contract reflects the market’s assessment of its probability. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. As more traders participate, the prices adjust to reflect the evolving consensus. This dynamic pricing mechanism allows the market to quickly incorporate new information and adjust expectations as the resolution date approaches. The current top outcome is Anthropic Vercel share of AI Gateway spend across the top labs above 31.1%.
This market resolves around Nov 3, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on Anthropic’s actual spend with Vercel as reported by Vercel, and will represent the percentage of total AI Gateway spend across the top labs. The specific methodology for calculating this share will be determined by Kalshi and publicly available at the time of resolution. Traders should review the market rules on Kalshi for complete details regarding the resolution process.
Several signals or events could significantly move this market. Major announcements from Anthropic regarding their AI development plans or partnerships, particularly those involving Vercel, would be key catalysts. Changes in the overall AI landscape, such as shifts in market share among leading AI labs or significant advancements in AI technology, could also impact expectations. Additionally, any news regarding Vercel’s AI Gateway platform, including adoption rates or new features, could influence trading activity in this market. Unexpected economic conditions or regulatory changes impacting AI investment could also play a role.