Platform comparison
| Platform | YES odds | NO odds | Fee | KYC | Settlement | |
|---|---|---|---|---|---|---|
Polymarket (via Trump Prediction) 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% |
| 6% | |
| 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 hinges on which firm secures the top spot on arena.ai’s Text Arena leaderboard by late August 2026, with the crowd currently assigning a 91% probability to one company dominating. Historical data shows extreme volatility in AI rankings: the Arena leaderboard has seen 21 different #1 crown changes among eight providers since May 2023, with the top Elo score jumping from 1094 to 1501 in just over three years [3]. This churn suggests that even a 91% implied probability may be fragile if a new model release or benchmark shift occurs before the settlement date.
Traders should monitor scheduled model announcements from OpenAI, Anthropic, and Google, as frontier releases in July and August often reset leaderboard positions. Recent benchmarks indicate GPT-5.6 Sol currently leads on GPQA Diamond reasoning, while claude-opus-4-6-thinking holds the overall Arena Elo lead at 1501 [3][4]. Any declaration of a new Claude Opus version or GPT-5 family update before 31 August could displace the current frontrunner, making release calendars and developer conference dates the primary catalysts for probability swings.
Methodology
This page tracks Which company has best AI model end of August? across four political prediction venues. Live odds come from the Polymarket order book (the deepest political prediction-market book). Kalshi is the CFTC-regulated US alternative, Betfair the established UK sports-exchange with politics markets, Manifold the open play-money variant. For users geo-blocked from Polymarket directly, brokers like Trump Prediction provide a 0%-fee route into the same order book.
Resolution & payout
Political markets typically settle on official candidate or agency confirmation. Polymarket uses UMA Optimistic Oracle: a proposer posts the outcome with a bond, the two-hour window opens, then the smart contract pays USDC.
Kalshi settles USD via CFTC clearinghouse, with clearly defined resolution sources (e.g. AP race calls for elections). Betfair settles after the official outcome is registered with the league or agency. Manifold is play-money.
FAQ
- What resolution source is used for elections?
- Polymarket defines the source per contract — usually Associated Press (AP Race Call), Reuters or the official electoral commission. The source is stated in contract details before the market opens.
- Can prediction markets influence election outcomes?
- Markets reflect expectations rather than create them. Studies show public-facing markets can anchor expectations, but don't influence the underlying outcome. Political markets are information, not advocacy.
- Which platform has the deepest political liquidity?
- Polymarket — by far. US 2024 presidential volume was ~$3.5B vs Kalshi (~$200M) and Betfair (~$120M). Where Polymarket is geo-blocked, brokers like Trump Prediction route into the same order book at 0% fees.
- Are political prediction markets legal in my country?
- It varies. They sit in legal gray areas in most jurisdictions. Polymarket is geo-blocked from US/UK/EU; some broker frontends have a different geo footprint. Trade only with capital you can afford to lose, and only if you understand the legal status in your jurisdiction.
- Why do Polymarket and Kalshi differ on elections?
- Kalshi must follow CFTC compliance — strict definitions, clear resolution sources, US citizens only with KYC. Polymarket operates globally without CFTC oversight — deeper liquidity, but also higher regulatory risk.
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