Tuesday, September 29, 2026GraphArchiveSubscribeDaily · No. 111

The Probable Times

What the world’s prediction markets expect — read as news

Trump's AI Rebrand Odds Surge as Sonnet Nears Elite Benchmark

Traders pushed the odds Donald Trump renames AI by September 30 to 54%, up 26 points on the day, while pricing Anthropic's next Sonnet model at a 93% chance of clearing an elite benchmark score. Meanwhile the Ballon d'Or tightened to a near coin-flip and Bulgaria's presidential race grew more lopsided.

Traders now price a 54% chance Donald Trump renames AI by September 30, up 26 points on the day and 46 over the week — a rare instance of a political prediction market moving on tech-world whimsy. The whimsy compounds: Anthropic's next Sonnet model is now given a 93% chance of debuting above a 1470 Arena score, up 22 points on the day and 70 over the week, while its IPO odds by November 15 jumped to 32%, up 14 points on the day. Markets also re-priced two marquee prizes. The Ballon d'Or has become a coin flip, with Lamine Yamal at 43% (+10 on the day, +22 on the week) closing on Harry Kane, who slipped to 45% (-9, -13). And in Sofia, Iliana Iotova's odds of winning Bulgaria's presidency climbed to 82%, up 14 points on the week, as her rival faded to 18%.

Today’s biggest movesprobability shifts, volume-weighted
Science & Tech

Will the next Sonnet model debut at a score of at least 1470 by December 31, 2026?

23%→ 93% 7d
$8,530 traded · 24h
Politics & Elections

Trump renames AI by September 30?

7%→ 54% 7d
$192,676 traded · 24h
Geopolitics

Next US-Iran senior diplomatic meeting by September 30, 2026?

48%→ 5.8% 24h
$77,530 traded · 24h
Geopolitics

Will Trump meet with Javier Milei in September 2026?

48%→ 84% 7d
$20,064 traded · 24h
Geopolitics

Will the next US-Iran senior diplomatic meeting take place in the United States by December 31, 2026?

48%→ 12% 24h
$9,861 traded · 24h
Sports

Will Lamine Yamal win the 2026 Ballon d'Or?

21%→ 43% 7d
$138,668 traded · 24h
Sports

Will Manchester City win the 2026-27 English Premier League (EPL) Championship?

38%→ 22% 7d
$58,323 traded · 24h
Politics & Elections

Will Iliana Iotova win the next Bulgarian presidential election?

68%→ 82% 7d
$48,932 traded · 24h

Geopolitics

The Trump-Milei meeting looked all but confirmed at 84% (+28 on the day, +35 on the week) as its resolution deadline arrived within two days. Iran diplomacy tells the opposite story: with September 30 nearly here, traders slashed the odds of a US-Iran meeting by that date to 6% (-42 on the day), pushing expectations out to October 31 (33%) and December 31 (63%). A U.S.-hosted meeting fell to 12% (-36), while 'no meeting by December 31' rose to 36% (+18). Maduro held Venezuela's leadership outlook at 64% (-2 on the day, +10 on the week).

September 30, 20265.8%▼ 42 24hOctober 31, 202633%▼ 33 24hDecember 31, 202663%▼ 20 24h
USA12%▼ 36 24hNo Meeting by December 3136%▲ 18 24hOman3.6%▼ 21 7dQatar9.2%▼ 6 24h
Luiz Inácio Lula da Silva1.6%▼ 74 7dJavier Milei84%▲ 28 24h
October 1556%▲ 12 24hSeptember 3018%▲ 2 24hOctober 3176%▲ 3 24h
October 3126%▼ 12 7dDecember 3155%▲ 1 24hSeptember 303.4%▼ 6 7dNovember 3039%▲ 2 24h
Delcy Rodríguez28%▼ 5 24hNicolás Maduro64%▼ 2 24hNo Head of State2.2%▲ 2 7d

Politics & Elections

Trump renames AI by September 30 jumped to 54% (+26 on the day, +46 on the week), with the December 31 version holding at 67%. Sweden's succession race shifted too: Magdalena Andersson's lead narrowed to 76% (-9 on the day, -12 on the week) as Ulf Kristersson rose to 20% (+6, +8). In Bulgaria, Iliana Iotova's presidential odds climbed to 82% (+14 on the week) against a fading Andrey Gyurov (18%). Romania's premiership stayed contested, with Sorin Grindeanu up to 37% (+8 on the week).

Trump renames AI by...? $237,412 · 24h
September 3054%▲ 26 24hDecember 3167%▼ 2 24h
Magdalena Andersson76%▼ 9 24hUlf Kristersson20%▲ 6 24hEbba Busch2.2%▲ 1 24hElisabeth Thand Ringqvist1.7%▲ 1 7d
Moderate Party (M)24%▲ 12 24hChristian Democrats (KD)24%▲ 12 24hLiberals (L)23%▲ 11 24hCentre Party (C)44%▼ 6 24h
Iliana Iotova82%▲ 14 7dАndrey Gyurov18%▼ 7 7d
Siegfried Mureșan5.9%▼ 8 24hSorin Grindeanu37%▲ 8 7dAlexandru Nazare28%▲ 1 24hEugen Tomac3.9%▼ 1 24h
October 3112%▼ 13 7d

Economy & Crypto

Anthropic's IPO timeline compressed: a November 15 listing rose to 32% (+14 on the day), while December 15 (81%, +8) and December 31 (83%, +8) both firmed. Fed-cut odds stayed frozen at 97% for zero cuts in 2026. Elsewhere, Variational's post-launch valuation cooled, with an $800M-plus FDV at 72% (+2 on the day, -6 on the week) and $2B odds down to 25% (-7 on the week). Oura's IPO market cap settled toward the $15-17.5B band, now favored at 36%.

Anthropic IPO by __? $95,021 · 24h
November 15, 202632%▲ 14 24hDecember 15, 202681%▲ 8 24hDecember 31, 202683%▲ 8 24hOctober 31, 20267.3%▲ 5 24h
$2B25%▼ 7 7d$500M84%▼ 1 24h$1B60%▲ 1 24h$800M72%▲ 2 24h
$17.5B–$20B17%▼ 6 24h$10B–$12.5B5.5%▲ 4 24h$20B+14%▼ 4 24h$15B–$17.5B36%▼ 1 24h
0 (0 bps)97%▲ 1 7d1 (25 bps)1.8%▲ 1 7d

Science & Tech

Anthropic's next Sonnet model is now given a 93% chance of clearing a 1470 Arena score (+22 on the day, +70 on the week), with even the 1500+ threshold up to 44% (+26, +32). Google's next Gemini Pro release window shifted later, with October 26-November 1 odds up to 24% (+14 on the day) as a no-release-by-November-1 scenario fell to 24% (-14). A hypothetical Anthropic lab leak by mid-2027 stayed a long shot at 8%.

1470+93%▲ 22 24h1490+76%▲ 46 24h1480+84%▲ 18 24h1500+44%▲ 26 24h
No release by November 124%▼ 14 24hOctober 26–November 124%▲ 14 24hOctober 12–October 1832%▼ 2 24hOctober 19–October 2512%▼ 2 24h
June 30, 20278.5%▲ 2 24hDecember 31, 20263.5%

Sports

The Ballon d'Or race turned into a genuine contest: Lamine Yamal rose to 43% (+10 on the day, +22 on the week) while Harry Kane slid to 45% (-9, -13). Manchester City's title defense keeps eroding, down to 22% (-16 on the week) as Arsenal firmed to 60% (+11 on the week). In the NFC North, Detroit (38%, +4 on the day) and Minnesota (36%, +5 on the week) have pulled clear of Chicago (21%). Cleveland's American League pennant odds rose to 22% (+8 on the week).

Ballon d'Or Winner 2026 $918,198 · 24h
Lamine Yamal43%▲ 10 24hHarry Kane45%▼ 9 24hKylian Mbappé3.4%▼ 3 24hLionel Messi5%▲ 1 24h
EPL: 2027 Champion $127,209 · 24h
Manchester City22%▲ 1 24hArsenal60%▲ 11 7dChelsea4.6%▲ 2 7dLiverpool6.5%▲ 2 7d
Chicago Bears21%▼ 4 24hGreen Bay Packers8.5%▼ 2 24hDetroit Lions38%▲ 4 24hMinnesota Vikings36%▲ 5 7d
Josh Allen24%▲ 4 24hLamar Jackson14%▲ 2 24hBrock Purdy16%▼ 3 24hCaleb Williams4.5%▼ 3 7d
Cleveland Guardians22%▲ 8 7dHouston Astros11%▲ 5 7dNew York Yankees22%▼ 2 24hChicago White Sox6.3%▼ 1 24h
Union Berlin5.1%▲ 5 7dBorussia Dortmund6.5%▼ 1 24hBayern Munich84%

Culture

Taylor Swift's 'The Life of a Showgirl: The Encore' cooled as a blockbuster bet, with 250k+ first-week sales odds down to 14% (-28 on the day) and 200k+ favored at 40% (-4 on the day). The next James Bond remains unsettled: Jack Lowden leads at 44% (-5 on the day, +6 on the week) even as 'no Bond chosen' climbed to 33% (+11 on the week). Bad Bunny stayed the favorite for top Spotify artist at 88% (+5 on the day), well clear of Taylor Swift's 9% (+2 on the day).

250k+14%▼ 28 24h200k+40%▼ 4 24h300k+6.5%▼ 2 24h400k+2.5%▼ 2 24h
Next James Bond actor? $22,587 · 24h
Callum Turner12%▲ 6 24hJack Lowden44%▼ 5 24hNo Bond chosen33%▲ 1 24hJack Barton5.5%▲ 3 24h
Next James Bond actor? $22,587 · 24h
Callum Turner12%▲ 6 24hJack Lowden44%▼ 5 24hNo Bond chosen33%▲ 1 24hJack Barton5.5%▲ 3 24h
Bad Bunny88%▲ 5 24hDrake2.5%▼ 5 24hTaylor Swift9.2%▲ 2 24h
Will Jesus Christ return before 2027?1.7%

If nothing else, traders have priced in one certainty: September 30 has a lot to answer for.

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