Will OpenAI have the second highest estimated revenue for May 11–May 17, 2026?

Market participants currently imply a 96.0% probability for "Will OpenAI have the second highest estimated revenue for May 11–May 17, 2026?".

The YES side is priced at 96.0¢, and the NO side at 2.6¢.

Liquidity is low, supported by $602 in recent trading activity.

Resolution Criteria

This market will resolve according to the model family that has the second-highest total estimated inference revenue based on Anera's data published at https://anera.markets/intelligence/model-family for the specified week.

The week’s values will be determined by summing the respective companies' estimated revenue figures for each day within the specified period. If data for all specified days is not released by 7:00 PM ET on the second day following the final date, this market will resolve based on data available at that time. Entries labeled “Other” will not be considered a model family for the purposes of this market. Revisions to published data will be considered only until all relevant data for the specified period has been released.

Model families will be ranked primarily by their total estimated inference revenue over the specified seven-day period, with alphabetical order of model family names as listed in this market group used as a tiebreaker (e.g., if two model families are exactly tied, “Anthropic” would be ranked ahead of “OpenAI”). This market will resolve based on the model family that occupies second place under this ranking.

The resolution source for this market is data published by Anera Intelligence at https://anera.markets/intelligence/model-family. If the relevant data for the full period is not available by 7:00 PM ET on the second day following the final date, this market will resolve based on data available at that time. If this resolution source is unavailable, this market will remain open until the data becomes available and will resolve based on the first subsequent check.

Market Interpretation

Prediction markets function as real-time consensus engines.

Traders continuously buy and sell outcome shares based on:

• breaking news
• macro developments
• public narratives
• institutional positioning
• probability reassessments

As a result, market pricing reflects aggregate trader expectations rather than static forecasts or polling systems.

At the current pricing structure:

• YES trades near 96.0¢
• NO trades near 2.6¢
• Implied probability sits near 96.0%

These probabilities may shift rapidly as new information enters the market.

Liquidity & Conviction Analysis

As of May 13, 2026 at 04:29 PM, liquidity conditions act as a primary structural filter on prediction market signal quality.

Medium liquidity conviction suggests moderate participation depth, where price discovery is active but not fully saturated by institutional or high-frequency flow.

Higher liquidity environments typically produce:

• tighter spreads
• faster price discovery
• stronger informational efficiency
• lower pricing instability

Lower liquidity environments tend to exhibit:

• wider spreads
• delayed consensus formation
• increased volatility from isolated trades
• weaker signal reliability in short time windows

Overall, liquidity acts as a direct proxy for how “stable” the implied probability surface is at any given moment.

Why This Signal Exists in Prediction Markets

Prediction markets function as continuous consensus engines where probability is not stated — it is priced.

Each trade updates a live belief distribution, turning scattered human judgment into a single evolving likelihood curve.

Compared to static polling or narrative reporting, this structure adapts instantly to:

• regime shifts in geopolitics
• macroeconomic shocks and policy changes
• institutional order flow and positioning
• narrative acceleration or decay
• liquidity-driven sentiment swings
• information asymmetry correction

In practice, these markets behave less like betting tools and more like real-time probabilistic sensors for world events.

They compress collective intelligence into a dynamic signal that updates with every transaction.

Market Structure Transition

As of May 13, 2026 at 04:29 PM, prediction markets have evolved into persistent global probability infrastructure.

Polymarket and Kalshi now operate as high-throughput probability engines, with cumulative volumes exceeding $150B+ and sustained monthly flow above $7B.

Market activity has shifted from episodic speculation toward continuous liquidity formation, where geopolitical events, macroeconomic narratives, elections, AI milestones, and financial expectations are constantly repriced in real time.

This transformation has turned prediction markets into always-on consensus surfaces capable of reflecting crowd intelligence faster than traditional media, polling systems, or institutional forecasting pipelines.