
Which company has the best AI model end of October?
核心摘要
根据「Which company has the best AI model end of October?」的最新预测市场数据,交易者已形成强烈共识。
目前,Anthropic 以压倒性的 75% 获胜概率主导市场;OpenAI 以 16.8% 位居第二。该市场的下注量已达 $210.3K,反映出市场的高度关注。
竞争梯队拆解
为了更好地评估各潜在结果的位置,可依据隐含概率与合约定价将市场划分为三个明显的交易梯队:
🥇 第一梯队:绝对领跑者
- Anthropic (75%):Anthropic 目前拥有最高概率,深受订单簿青睐。看好该结果的交易者面对的「Buy Yes」合约价为 75¢,显示出市场的高度确信。仅该合约就已产生 $36.3K 的成交量。
🥈 第二梯队:主要挑战者
- OpenAI (16.8%):作为最可行的替代选项,OpenAI 保持着 16.8% 的成真概率,其「Buy Yes」份额目前成交价为 17¢。
完整订单簿与定价面板
下表列出了该预测池中所有结果的合约价格、概率与市场深度的完整拆解:
| 排名 | 预测结果 | 获胜概率 | 成交量 | 买入 Yes(成本) | 买入 No(成本) |
|---|---|---|---|---|---|
| 1 | Anthropic | 75.0% | $36.3K | 75¢ | 25¢ |
| 2 | OpenAI | 16.8% | $20.2K | 17¢ | 83¢ |
裁决规则
This market will resolve according to the company which owns the model which has the highest arena rank based on the arena.ai Text Arena (Overall) when the table under the "Leaderboard" tab is checked on October 31, 2026, 12:00 PM ET.
Results from the "Rank" column under the "Text Arena | Overall" Leaderboard tab at https://arena.ai/leaderboard/text/overall-no-style-control with style control off (Adjustments: None) and filtered for "Models" will be used to resolve this market.
Note: Models marked “AutoEval” at the applicable check time will not be considered, regardless of whether they display a rank or score.
Models will be ordered primarily by their leaderboard rank at the market’s check time. If two or more models are tied on rank, they will be ordered by their Arena score, including any underlying, unrounded, granular values reflected in the data below the leaderboard. If a tie still remains, alphabetical order of company names as listed in this market group will be used as a final tiebreaker (e.g., if the two models are tied by exact arena score, “Google” would be ranked ahead of “SpaceXAI”). This market will resolve based on the company that occupies first place under this ranking.
The resolution source for this market is the arena.ai Text Arena (Overall). If this resolution source is unavailable at check time, this market will remain open until the leaderboard comes back online and will resolve based on the first check after it becomes available. If it becomes permanently unavailable, this market will resolve to "Other".
AI 估值分析:发现市场错误定价与 EV 差
人群共识与投机成交塑造了更宏观的预测市场,而我们的量化算法提供了数据驱动的反向视角。通过分析基本面信号、底层趋势与历史分布,我们的 AI 估值模型为每个结果独立测算出一个「公允价值」概率。
将该公允价值与当前交易价值对比,可揭示出重大背离——即期望值(EV)差。正 EV 差代表统计上被低估的结果,而负 EV 差则提示市场可能存在反应过度。
顶级 AI Alpha 与错误定价套利机会
根据最新一轮数据模型测算,以下几个关键合约存在显著偏离:
- 最被高估的结果:OpenAI 当前交易价为 16.8%,但我们的 AI 测算其公允价值仅为 6.2%,形成 -10.5% 的较大负 EV 差,表明人群可能过度炒作该结果、把溢价推得过高。
- 最佳价值标的(最高 EV):我们的模型将 Anthropic 识别为盘面上最具价值的机会。市场仅给予其 75% 的交易概率,而我们 AI 的公允价值评估为 79.5%——形成可观的 +4.5% EV 差。
| Market | Trade Value | Fair Value | EV Gap |
|---|---|---|---|
| AnthropicBest EV | 75.0% | 79.5% | +4.5% |
| OpenAI | 16.8% | 6.2% | -10.5% |
交易动态
以下是该事件的交易动态。
Sep 8, 2026
- 05:26 AM——$0.26
Sold 25.5 Yes for Will Z.ai have the best AI model at the end of October 2026? at 0.01
- 12:21 AMPIpink11$13.60
Sold 80 Yes for Will OpenAI have the best AI model at the end of October 2026? at 0.17
Sep 7, 2026
- 09:25 PM0X0xa70DB70B002A7da7a23599440eE89FD0B948De5d-1782068504704$6.32
Sold 39.53 Yes for Will OpenAI have the best AI model at the end of October 2026? at 0.16
- 09:12 PMMImidturn$10.00
Bought 10 No for Will ByteDance have the best AI model at the end of October 2026? at 1
- 09:12 PMMImidturn$10.00
Bought 10 No for Will DeepSeek have the best AI model at the end of October 2026? at 1
- 09:12 PMMImidturn$9.90
Bought 10 No for Will SpaceXAI have the best AI model at the end of October 2026? at 0.99
- 09:12 PMMImidturn$10.00
Bought 10 No for Will Z.ai have the best AI model at the end of October 2026? at 1
- 09:12 PMMImidturn$10.00
Bought 10 No for Will Baidu have the best AI model at the end of October 2026? at 1
- 09:12 PMGRgrumpytrades$1.80
Bought 10 Yes for Will OpenAI have the best AI model at the end of October 2026? at 0.18
- 09:12 PMMImidturn$10.00
Bought 10 No for Will Moonshot have the best AI model at the end of October 2026? at 1
- 09:12 PMMImidturn$10.00
Bought 10 No for Will Alibaba have the best AI model at the end of October 2026? at 1
- 09:12 PMMImidturn$9.30
Bought 10 No for Will Google have the best AI model at the end of October 2026? at 0.93
正在押注该事件的鲸鱼钱包
常见问题
当前市场对「Which company has the best AI model end of October?」的共识是什么?
截至最新更新,Anthropic 以 75% 的获胜概率领跑,其次是 OpenAI(16.8%)。该市场总成交量已达 $210.3K,显示出充足的流动性与高交易参与度。
AI 公允价值与实时市场交易价值有何不同?
实时市场交易价值反映的是公众情绪、订单簿动能与投机资金。我们的 AI 公允价值则由量化模型独立计算,剔除情绪炒作、专注底层数据。两者出现显著背离时即形成 EV 差,提示市场对某个结果可能存在错误定价。
当前哪个结果的期望值(EV)最高?
最新一轮测算显示,Anthropic 是最显著的错误定价。市场对其隐含概率仅给到 75%,而我们的 AI 测算其公允价值为 79.5%——形成 +4.5% 的期望值差,是该市场中最具价值的标的。
市场共识是否对某个结果反应过度?
是的——数据显示市场对 OpenAI 存在明显的反应过度。人群把其实时交易价值推高至 16.8%,但我们的公允价值评估认为其真实概率仅为 6.2%,形成 -10.5% 的负 EV 差,表明该合约被高估。
