Traders back rivals over Google for top AI by year-end

Name: Traders back rivals over Google for top AI by year-end
Creator: ClearMarket
Published: 2026-10-01T07:48:14+00:00
License: https://creativecommons.org/licenses/by/4.0/

39% · $50K 24h

record: CMSIG20261001VS00 | category: volume-spike | target: CM-EVT-ZQ0Y8QXZ32 | published: 2026-10-01

4-bullet brief | narrative

Market prices Google at 39%, odds-against that it leads the AI benchmark race by Dec 31.
33% of all-time volume ($50K of $152K lifetime) landed in 24h, a sharp burst of fresh conviction.
Renewed attention likely tied to competitor model releases or leaked benchmark results circulating now.
Resolves Dec 31, 2026; any major model drop from OpenAI, Anthropic, or Meta could reprice fast.

atomic briefs | structured for retrieval

[01] volume_anomaly

liquidity poly_vol_24h: $50.3K

evaluation

The model, prompt version, and confidence behind this wire are published below — so you can see how it was judged, and re-check it yourself.

judge_engine: llm_judge_cm_signal_v1
judge_verdict: wire_eligible
judge_confidence: 0.81 / 1.00
prompt_template: volume_spike_v1 github · auditable

citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

internal

cm_event: /events/which-company-has-best-ai-model-end-of-2026/

external

venue_a: polymarket · 0x94f240d042917cabd55f0bcbcac7d4d2accd4436773bf91596f76572cac643cb

programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTML	browsers, AI grounded search, crawlers (contains embedded JSON-LD `@type: Dataset`)	`https://clearmarket.fyi/signals/will-google-have-the-best-ai-model-at-th-vol-50257/`
JSON	REST API for developers	`https://clearmarket.fyi/signals/will-google-have-the-best-ai-model-at-th-vol-50257.json`
MCP	agentic AI tool call (Claude Desktop, Cursor, Continue)	`clearmarket.get_signal("will-google-have-the-best-ai-model-at-th-vol-50257")`
AGENT	AI crawler discovery index	`/llms.txt`

 PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.
  raw JSON record · same payload returned by REST endpoint
 {
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG20261001VS00",
  "published_at": "2026-10-01T07:48:14+00:00",
  "detection": "volume_spike",
  "category_tag": "VOLUME_SPIKE",
  "secondary_tags": [],
  "pre_news_classification": "pre_news",
  "target_event_id": "CM-EVT-ZQ0Y8QXZ32",
  "target_event_slug": "which-company-has-best-ai-model-end-of-2026",
  "event_question": "Which company will have the best AI model by the end of 2026?",
  "bullets": [
    "Market prices Google at 39%, odds-against that it leads the AI benchmark race by Dec 31.",
    "33% of all-time volume ($50K of $152K lifetime) landed in 24h, a sharp burst of fresh conviction.",
    "Renewed attention likely tied to competitor model releases or leaked benchmark results circulating now.",
    "Resolves Dec 31, 2026; any major model drop from OpenAI, Anthropic, or Meta could reprice fast."
  ],
  "atomic_claims": [
    {
      "type": "volume_anomaly",
      "provenance": "24h + cumulative volume direct from polymarket API; intensity = 24h/cumulative (derived)",
      "field_provenance": {
        "volume_24h_usd": {
          "tier": "direct",
          "method": "polymarket_api"
        },
        "intensity": {
          "tier": "derived",
          "method": "arithmetic",
          "inputs": [
            "volume_24h_usd",
            "volume_cumulative_usd"
          ]
        }
      },
      "liquidity_context": {
        "poly_vol_24h_usd": 50257.36567000001
      }
    }
  ],
  "evaluation": {
    "judge_engine": "llm_judge_cm_signal_v1",
    "judge_verdict": "wire_eligible",
    "judge_confidence": 0.81,
    "prompt_template": "volume_spike_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/which-company-has-best-ai-model-end-of-2026/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "ClearMarket market record: Which company will have the best AI model by the end of",
      "url": "https://clearmarket.fyi/events/which-company-has-best-ai-model-end-of-2026",
      "retrieved_at": "2026-10-01T07:48:14+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "polymarket_api",
    "news_context": "retrieval_grounded",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
 
   PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1

record CMSIG20261001VS00 published 2026-10-01T07:48:14+00:00 signature sha256-5fdb6d2506b… ← underlying event all signals →