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Tech · Resolves Dec 31

Will Google have the best AI model at the end of 2026?

Our chance

40%

About 2 in 5

Market 43%

Yes 40%No 60%

Why

  • The market says 43%, and it's well traded, so it gets most of the say
  • Things like this happen about 30% of the time, by our estimate, which pulls us down 3 points
  • The market swung between 8% and 43% over the past month, so we allow a wide range

The range

In 9 of 10 simulations, the chance lands between 9% and 81%.

Middle 90% of runsOuter 10%Our number

Over time

Since Jun 14, the market has gone from 15% to 43%.

Oct 9Market 43%Our number 40%

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How we got this number
  • We start from the Polymarket price (43%) and blend in a base rate of 30% on the log-odds scale. Here the market carries 78% of the weight: a deep, fresh market earns more, a thin or stale one less.
  • Why 30%: same leaderboard churn as Anthropic, marginally lower release cadence; 30% is the forecaster's judgment call.
  • Then we run 40,000 simulations. Their spread comes from how far the market moved over the past 30 days, the time left, and a small shock shared by every question (news that moves many markets at once). Our number is the middle of the runs (the median); the range is the middle 90%.
  • One-off questions can't be backtested, so the ranges are wide on purpose. We grade every question when it resolves.

$255K traded on Polymarket ↗How our calls have done ›

Model events-v1.1.0 · Updated Oct 9