Platform comparison
| Platform | YES odds | NO odds | Fee | KYC | Settlement | |
|---|---|---|---|---|---|---|
Polymarket (via Kalshi UK) Pick polygram.ink (preferred broker) |
91% | 9% | 0% (USDC on-chain) | No-KYC up to $1,500 | USDC, auto via UMA oracle | Live odds → |
Polymarket (direct) polymarket.com |
91% | 9% | 0% | Geo-blocked in US/UK/EU | USDC, on-chain | Live odds → |
Kalshi kalshi.com |
— | — | Up to 7% per trade | US-only, KYC required | USD | Live odds → |
Betfair Exchange betfair.com |
— | — | 2-5% commission | Full KYC from first trade | GBP / EUR | Live odds → |
Manifold Markets manifold.markets |
— | — | Play-money (mana) | None — play-money | Mana (no cash-out) | Live odds → |
Outcome probabilities
Current market-implied probability for each outcome, from the live order book.
| Outcome | Probability |
|---|---|
| Anthropic | 91% |
| Company A | 50% |
| Company B | 50% |
| Company C | 50% |
| Company D | 50% |
| Company E | 50% |
| Company F | 50% |
| Company G | 50% |
| Company H | 50% |
| Company I | 50% |
| Company K | 50% |
| Other | 50% |
| 5% | |
| OpenAI | 3% |
| Moonshot | 1% |
| Meta | 0% |
| Alibaba | 0% |
| Baidu | 0% |
| Z.ai | 0% |
| Xiaomi | 0% |
| SpaceXAI | 0% |
| DeepSeek | 0% |
| Amazon | 0% |
| Bytedance | 0% |
| Nvidia | 0% |
| Thinky | 0% |
| MiniMax | 0% |
| Mistral | 0% |
| Meituan | 0% |
| Tencent | 0% |
| StepFun | 0% |
| Microsoft | 0% |
Market context
The market prices a 91% YES probability that the company owning the top-ranked model on arena.ai’s Text Arena (Overall) leaderboard by 31 August 2026 will be the same entity currently leading that table. Resolution hinges on the specific “Rank” column value under the “Text Arena | Overall” tab, filtered for models with style control off, checked at 12:00 PM ET on the settlement date [2].
Historical volatility in blind human-preference leaderboards like arena.ai suggests such high implied probabilities often compress quickly when new model previews enter the arena. Comparable cases in late 2025 saw frontrunners lose top rank within weeks after competitors released updated variants that shifted human vote distributions, even when initial gaps appeared decisive [2]. The current 91% figure implies near-certainty, yet arena rankings have flipped multiple times in prior six-week windows when major labs released new checkpoints.
Traders should monitor upcoming model release calendars from leading labs, particularly announcements tied to reasoning or long-context capabilities, as these directly influence blind human votes. Recent coverage notes Claude Mythos Preview leading on hard science reasoning, a category that often correlates with overall arena dominance [3]. Any delay in expected releases or unexpected performance dips in beta tests could alter the leaderboard trajectory before the August check. On-chain mechanics on Polygon allow USDC settlement via conditional tokens, with positions adjustable until the 2026-08-31 cutoff.
Methodology
We track Which company has best AI model end of August? across the five venues with material prediction-market liquidity. The probability shown is the live Polymarket mid; the comparison rows summarise how each venue treats the underlying contract — fees, KYC thresholds, settlement currency, deposit options. The highlighted row marks the cheapest route into Polymarket's order book.
Resolution & payout
Settlement runs on-chain. Polymarket's contract logic separates YES and NO shares as conditional tokens; at resolution the winning share lifts to $1.00 and the losing one to $0. The outcome input comes from the UMA Optimistic Oracle, which secures against bad resolution with a bond + dispute window.
Once finalised, the smart contract pays USDC to the holders' wallets within minutes — no withdrawal fees beyond Polygon network gas. Kalshi settles in USD via CFTC clearance, Betfair in account currency net of commission, Manifold in play-money mana with no cash-out.
FAQ
- Where can I trade this market with the lowest fees?
- Polymarket is geo-blocked in the US/UK/EU. The easiest 0%-fee broker into the same order book is Kalshi UK. Kalshi charges up to 7% per trade; Betfair Exchange takes 2-5% commission on net winnings.
- Is this market available outside the US?
- Polymarket itself is geo-blocked in the US/UK/EU. Always check the legal status of prediction markets in your jurisdiction before trading.
- How fast are USDC deposits?
- Polygon credits deposits after 12 confirmations — usually under 30 seconds. Withdrawals follow the same path and land back in your wallet within minutes.
- Do I need to KYC for this market?
- On Polymarket directly, no — it's wallet-based. Intermediary brokers like Kalshi UK trigger KYC only above $1,500 of lifetime trading volume; under that you trade pseudonymously with a single wallet address.
- How reliable are the quoted odds?
- The YES/NO percentages are the live mid-prices of the Polymarket order book. On deep markets they move every few seconds; on thinner ones you'll see short plateaus.
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