
Which companies will have a #1 AI model by December 31?
- OpenAI
- 32%
- —
- 20%
- +0.5
- xAI
- 13%
- +0.5
- Alibaba
- 13%
- —
- Meta
- 13%
- −3.5
- Moonshot
- 11%
- —
- DeepSeek
- 10%
- +1.0
- Z.ai
- 9%
- —
- ByteDance
- 8%
- —
- Amazon
- 8%
- —
- Microsoft
- 8%
- —
- Baidu
- 7%
- —
- Meituan
- 6%
- —
- Mistral
- 4%
- —
Traders currently price "OpenAI" at 32% for "Which companies will have a #1 AI model by December 31?". Full distribution: OpenAI 32%, Google 20%, xAI 13%, Alibaba 13%. The market has traded $115K in total volume and resolves Dec 31, 2026. Anthropic's recent July 2026 releases of Claude Opus 5 and related variants like Fable 5 and Mythos 5 have propelled the company to the top of multiple independent leaderboards, including Artificial Analysis and LMSYS Arena, on metrics such as intelligence index, agentic capabilities, and coding benchmarks. OpenAI's GPT-5.6 Sol remains a close contender for all-around reasoning and accessibility, while Google's Gemini 3.x series excels in specialized areas like science and long-context tasks. This tight race among frontier labs reflects rapid iteration cycles, with traders monitoring benchmark shifts, API pricing changes, and developer adoption. Key upcoming catalysts include potential late-2026 model updates from these firms ahead of the December 31 resolution, alongside any new entrants demonstrating superior performance on standardized evaluations.
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