TOTAL VOLUME:
$154.4b
24H VOL:
$230,589,906
24H TRANSACTIONS:
2,984,028,936
OPEN INTEREST:
$1,885,293,300
410,482
Markets across
40,213
events
MATCHED EVENTS:
4,340
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Above 5.1%
- Kalshi
Above 5.1% - Kalshi
1W
News
Positive
Negative
Neutral
Hover marker for details
Vol.
·
Resolves Nov 3, 2026
Time left: 16h:08m:37s
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This event tracks the potential adoption and financial commitment to Moonshot AI through Vercel within leading AI research institutions. It measures whether the proportion of spending allocated to this specific AI model via a key development platform exceeds various thresholds, reflecting shifts in strategic priorities among top labs.
The event evaluates whether the Moonshot AI Vercel share of AI Gateway spend across leading research labs for November 2, 2026, surpasses specified percentage thresholds. Resolution depends on the precise share value, rounded to one decimal place, as recorded on a designated chart at 10:00 AM ET on November 3, 2026. Multiple threshold markets exist, each with a distinct percentage requirement for a 'Yes' outcome, allowing participants to bet on different levels of adoption intensity. All markets operate independently, with each threshold representing a separate betting opportunity based on the same underlying data point. Kalshi clarifies it holds no official connection with Vercel, and all trademarks remain property of their respective owners.
Currently, the prevailing sentiment in this market suggests a different outlook than some traditional analyst forecasts. While many analysts predict a steady increase in AI spending across all major labs, this market reflects a more nuanced view on the specific allocation of that spend to Moonshot AI and Vercel. It’s important to note that analyst predictions are often based on broader trends and may not fully capture the dynamic shifts in the AI landscape that traders are pricing in here. This market provides a real-time assessment of probabilities based on collective intelligence.
On Kalshi, this market is priced using a continuous double auction, meaning traders buy and sell contracts representing different outcomes. The price of each contract reflects the market’s probability of that outcome occurring. As more traders participate, the prices adjust to reflect the collective wisdom of the crowd. On Kalshi, prices reflect that venue's order book, liquidity, and how traders price the outcome right now. The current top outcome is Moonshot AI Vercel share of AI Gateway spend across the top labs above 6.1%, though probabilities are constantly evolving based on trading activity.
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 the publicly reported share of spend allocated to Moonshot AI by Vercel as of November 2, 2026. This market reflects expectations about future events, and the final outcome will be determined by real-world data released after the resolution date. Traders should monitor news and announcements related to Moonshot AI and Vercel leading up to this date.
Several signals could significantly impact this market. Major announcements regarding Moonshot AI’s partnerships, funding rounds, or technological breakthroughs would likely cause price fluctuations. Similarly, any significant changes in Vercel’s strategy or market position could move the market. Broader trends in the AI industry, such as regulatory changes or shifts in investor sentiment, could also play a role. Unexpected news about competing AI labs could also influence traders’ assessments of Moonshot AI’s potential share of spend.