Moonshot AI’s mid-July launch of the 2.8-trillion-parameter Kimi K3 open-weight model has driven its 52.5% implied probability for second-best Chinese AI company by end of October. The release delivered competitive or superior results to leading U.S. systems on coding, long-horizon reasoning, and independent benchmarks such as Arena, narrowing the performance gap faster than many observers expected despite U.S. chip curbs. This positions Moonshot directly behind or alongside DeepSeek in trader assessments, while ByteDance’s Doubao, Alibaba’s Qwen, and Zhipu contend on cost, user scale, and multimodal capabilities. The closely matched field reflects rapid iteration cycles, benchmark volatility, and shifting leadership among the “AI Tigers” and big-tech entrants, with any new model drops or third-party evaluations before October likely to reshape the order.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於Moonshot 53%
字節跳動 25%
StepFun 16.4%
Z.ai 14%

Moonshot
53%

字節跳動
25%

StepFun
16%

Z.ai
14%

百度
10%

DeepSeek
17%

阿里巴巴
7%

騰訊
6%

小米
5%

美團
4%

MiniMax
1%
Moonshot 53%
字節跳動 25%
StepFun 16.4%
Z.ai 14%

Moonshot
53%

字節跳動
25%

StepFun
16%

Z.ai
14%

百度
10%

DeepSeek
17%

阿里巴巴
7%

騰訊
6%

小米
5%

美團
4%

MiniMax
1%
Chinese Companies include but are not limited to Alibaba, Moonshot, Baidu, Z.ai, Xiaomi, DeepSeek, ByteDance, MiniMax, Meituan, Tencent, and StepFun. Companies not headquartered in China or not primarily owned or operating within the Chinese technology ecosystem are not considered primarily Chinese.
Results from the "Lab Rank" column under the "Text Arena | Overall" Leaderboard tab at https://arena.ai/leaderboard/text/overall-no-style-control?rankBy=labs with style control off (Adjustments: None) and filtered for "Labs" 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.
Qualifying Chinese AI companies will be ordered primarily by their Lab Rank at the market’s check time. If the results based on the lab ranking are ambiguous or unavailable, the relevant qualifying Chinese AI companies will be ordered according to their highest-ranking AI model in the leaderboard’s “Models” view. 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 AI 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, “Meituan” would be ranked ahead of “Xiaomi”). This market will resolve based on the company that occupies second 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".
市場開放時間: Aug 12, 2026, 7:54 PM ET
Resolver
0x69c47De9D...Chinese Companies include but are not limited to Alibaba, Moonshot, Baidu, Z.ai, Xiaomi, DeepSeek, ByteDance, MiniMax, Meituan, Tencent, and StepFun. Companies not headquartered in China or not primarily owned or operating within the Chinese technology ecosystem are not considered primarily Chinese.
Results from the "Lab Rank" column under the "Text Arena | Overall" Leaderboard tab at https://arena.ai/leaderboard/text/overall-no-style-control?rankBy=labs with style control off (Adjustments: None) and filtered for "Labs" 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.
Qualifying Chinese AI companies will be ordered primarily by their Lab Rank at the market’s check time. If the results based on the lab ranking are ambiguous or unavailable, the relevant qualifying Chinese AI companies will be ordered according to their highest-ranking AI model in the leaderboard’s “Models” view. 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 AI 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, “Meituan” would be ranked ahead of “Xiaomi”). This market will resolve based on the company that occupies second 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".
Resolver
0x69c47De9D...Moonshot AI’s mid-July launch of the 2.8-trillion-parameter Kimi K3 open-weight model has driven its 52.5% implied probability for second-best Chinese AI company by end of October. The release delivered competitive or superior results to leading U.S. systems on coding, long-horizon reasoning, and independent benchmarks such as Arena, narrowing the performance gap faster than many observers expected despite U.S. chip curbs. This positions Moonshot directly behind or alongside DeepSeek in trader assessments, while ByteDance’s Doubao, Alibaba’s Qwen, and Zhipu contend on cost, user scale, and multimodal capabilities. The closely matched field reflects rapid iteration cycles, benchmark volatility, and shifting leadership among the “AI Tigers” and big-tech entrants, with any new model drops or third-party evaluations before October likely to reshape the order.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於
警惕外部連結哦。
警惕外部連結哦。
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