TOTAL VOLUME:
$154.6b
24H VOL:
$323,326,361
24H TRANSACTIONS:
2,984,640,614
OPEN INTEREST:
$1,969,435,260
419,363
Markets across
40,411
events
MATCHED EVENTS:
4,612
PLATFORM COVERAGE:
5
Polymarket:
37%
VS.
Kalshi:
63%
Time left: 02d:12h:00m
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This event tracks the potential adoption and financial commitment to Moonshot AI through Vercel within leading AI research institutions. It focuses on measuring how much of the collective AI development spending is allocated to this specific AI model provider on a given date, reflecting broader trends in AI infrastructure preferences among top labs.
All markets resolve based on the Moonshot AI Vercel share of AI Gateway spend across the top labs on November 4, 2026, rounded to one decimal place. Kalshi will determine the outcome at 10:00 AM ET on November 5, 2026, using the updated chart value for that date. Each market has a specific threshold: if the measured share exceeds the threshold (ranging from 4.4% to 13.7%), the market resolves to Yes; otherwise, it resolves to No. All markets operate independently, and Kalshi clarifies it holds no official affiliation with Vercel. Trademarks and brand names referenced belong to their respective owners.
Currently, it’s difficult to directly compare the odds in this market to specific analyst forecasts for Moonshot AI’s spending. However, prediction markets often aggregate diverse opinions and can reflect a 'wisdom of the crowd' effect, potentially offering a different perspective than individual analyst reports. If analysts generally believe Moonshot AI will have a significant share of spend, we might see the odds for that outcome increase in this market. Conversely, skepticism from analysts could lead to lower probabilities for those scenarios. It's important to consider both sources of information when forming your own view.
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 collective probability assessment 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 will adjust to reflect changing expectations about Moonshot AI's share of spend with Vercel. This dynamic pricing mechanism allows for real-time adjustments based on market sentiment.
This market resolves around Nov 5, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on the verified share of spend by Moonshot AI with Vercel, as reported by Vercel. The specific percentage will determine which outcome pays out, and all qualifying contracts will be settled accordingly. Traders should monitor news sources and official announcements from Vercel leading up to the resolution date to stay informed about potential developments that could influence the outcome of this market.
Several factors could significantly impact the Moonshot AI spending market. Major announcements from Moonshot AI regarding their partnerships or technology roadmap could shift expectations. News about Vercel’s overall AI Gateway spend or changes in their strategic direction would also be influential. Broader trends in the AI industry, such as funding rounds for competing AI labs or breakthroughs in AI research, could indirectly affect the market. Any significant shifts in the competitive landscape or regulatory changes related to AI spending could also drive price movements in this market.