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 26, 11:59 PM EST
Kalshi
This event tracks the proportion of AI development resources allocated to Moonshot AI through the Vercel platform on a specific date. It reflects potential trends in how leading research institutions prioritize different AI tools and infrastructure for their projects. The outcome depends on whether Moonshot AI's share surpasses various thresholds.
The event evaluates whether the Moonshot AI Vercel share of AI Gateway spend across leading research labs on October 26, 2026, exceeds any of several specified percentage thresholds (3.9%, 4.6%, 7.0%, 7.2%, 8.1%, 8.7%, 9.5%, 11.3%, or 13.9%). Resolution occurs at 10:00 AM ET on October 27, 2026, using the updated chart value for the previous day, rounded to one decimal place. All markets share identical secondary rules and disclaimers regarding Kalshi's lack of affiliation with Vercel, with trademarks and brand names belonging to their respective owners. The market resolves to Yes if the measured share meets or exceeds the threshold defined for that specific market; otherwise, it resolves to No.
Comparing prediction market odds to analyst forecasts reveals how collective intelligence differs from expert opinion. Currently, analysts are split on the future of AI spending, with some predicting rapid growth for companies like Moonshot AI and others forecasting a more conservative trajectory. This market allows traders to express their own informed views, potentially diverging from or aligning with these forecasts. Discrepancies between the two can highlight areas of uncertainty or disagreement regarding the future of AI investment and its impact on the technology landscape. It’s a fascinating look at differing perspectives.
On Kalshi, this market is priced using a continuous double auction, meaning traders buy and sell contracts representing potential outcomes for Moonshot AI’s share of spend. The price of a contract reflects the market’s assessment of the 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. Price movements are influenced by news, research, and overall market sentiment surrounding AI investment trends. The platform facilitates price discovery through open trading and transparent order book data.
This market resolves around Oct 27, 2026, with the outcome confirmed once the event is verifiable from credible public reporting. The resolution will be based on Vercel’s official reporting of Moonshot AI’s share of spend as of October 26, 2026. The market will determine which outcome – a specific percentage range for Moonshot AI’s spending – is most accurate based on this publicly available data. Traders should monitor relevant news and announcements from Vercel leading up to the resolution date to stay informed about potential catalysts that could influence the final result.
Several signals or events could significantly move this market before Oct 27, 2026. Major announcements regarding Moonshot AI’s funding, partnerships, or product launches would likely have a substantial impact. Broader trends in the AI industry, such as increased investment in competing technologies or shifts in regulatory policies, could also influence trading activity. Unexpected economic conditions or changes in the overall technology market could also play a role. Positive or negative news coverage about Moonshot AI’s performance and future prospects will be closely watched by traders, potentially leading to price fluctuations.