forecasting
agent
← back to scans

Which AI company will have the best coding model on Dec 31, 2026? — Anthropic

kalshiScience and Technology·2026-09-26·view on kalshi ↗
74%
Agent
75%
Market Price
-0.8%
Edge
62%
Confidence
259,309
Volume
3.0c
Spread
96
Days to resolution
9
Markets in event
final rationale
Mean of 5 draws (0.74, 0.75, 0.74, 0.74, 0.74). (0) Not resolved. The market resolves on the LiveBench Coding Average leader on Dec 31. Third-party mirrors (BenchLeader, data as of Sept 24) show Anthropic holding the top four spots: Claude Opus 5.5 at 89.3%, then Fable 5.1 and Fable 5 at about 86%, ahead of GPT-5.6 Sol at 83.9%. That lead has to hold for three more months. (a) About 96 days remain until Dec 31, 2026. (b) If nothing changes, the answer is Yes: Anthropic leads by roughly 5 points, OpenAI's Sept 22 GPT-6 Sol/Luna launch was a price cut rather than a capability jump, and Sonnet 5.5 and Haiku 5.5 follow-ups are imminent. (c) NO scenario: Google ships the long-delayed Gemini 3.5 Pro, or OpenAI releases a GPT-6.x Codex or a stronger Astra variant. That model would need to score above 89.3 on LiveBench coding and be posted in a refresh before year-end. Risks that feed this: Astra itself may not yet be on the coding table, Google iterates quickly, and Amodei's 'pacing' essay could slow Anthropic's response. (d) YES scenario: no rival clears the roughly 5-point gap in time, or LiveBench's refresh lag freezes an Anthropic-led table. Anthropic's coding focus and large enterprise coding share support it defending the top spot. Leaderboard leadership historically rotates every few months and I could not verify the official LiveBench table directly, so I sit near the Kalshi anchor of 75% (bid 72%), slightly below it.
price vs. prediction
market price agent forecast at t+0
23 follow-ups
1. Planner Opus 5.5 · picks the research tools
Tools chosen: kalshi_direct resolution_source kalshi_related polymarket_related article_search
Planner reasoning
The market resolves on LiveBench's Coding Average leaderboard, so resolution_source should fetch the current rankings, and kalshi_direct gives the price anchor. kalshi_related covers sibling outcomes in the same event plus related AI-model markets, and polymarket_related gives an independent crowd on who will have the top coding model. A narrow article_search checks for upcoming model releases that could reshuffle the leaderboard before Dec 31.
2. Research parallel tool calls + 4 web research loops (Sonnet 5) · read raw by the forecasters
at a glance
RESEARCH DIGEST (built in code: tool summaries and each report's bottom line; the forecasters read the full tool outputs and reports) Tools - kalshi_direct: ## This Market's Kalshi Data **Anthropic** (KXCODINGMODEL-26DEC-ANTH) - Current price (probability): 75.00% (live; bid 72% / ask 75%) - Last daily close (2026-09-25): 71.00% - 7-day price change: +9.00% - 30-day price change: +18.00% - Average daily volume: 595 contracts - Price range: 51.00% - 73.00% - Data points: 90 days - resolution_source: already_resolved=unclear; matches_criteria=True; last_updated=unknown. The fetched page only shows the generic LiveBench homepage text ('LiveBench') with no leaderboard data, model rankings, or 'Coding Average' scores visible. - kalshi_related: 0 related markets / summaries. series KXCODINGMODEL: 0 markets (skipped 9 no-signal) | series KXTOPMODEL: 0 markets (skipped 12 no-signal) | series KXLLM1: 0 markets (skipped 24 no-signal) | keyword 'best AI model': no matches | keyword 'coding model': no matches - polymarket_related: Polymarket search over 4 keyword(s), kept 10 matches. keyword 'best AI model': 5 markets | keyword 'coding model': 0 markets | keyword 'LiveBench': 5 markets | keyword 'top AI model end of 2026': 0 markets - article_search: Fetched 15 unique articles across 2 queries (lookback=30d). 'upcoming frontier model release Q4 2026 Claude GPT Gemini': 8 articles | 'LiveBench coding leaderboard new top model': 8 articles Research loops, bottom lines - current state: As of late September 2026, every available mirror of LiveBench.ai's Coding category shows Anthropic models (Claude Opus 5.5, Claude Fable 5.1/5) occupying the top spots, with OpenAI's GPT-5.6/GPT-5.2-Codex trailing closely behind; Anthropic's September 22 Opus 5.5 release and imminent Sonnet/Haiku 5.5 follow-ups suggest Anthropic is actively defending this lead heading into Q4 2026, though the gap to OpenAI's best coding variants is narrow (roughly 3-5 points) and could shift with new releases b - base rate: The reference class shows leadership on LiveBench-style coding benchmarks rotates frequently between Anthropic, OpenAI and (less often) Google every few weeks to months as new flagship models ship, but Anthropic has been the most frequent and current occupant of the #1 "Coding Average" position (holding it as of late September 2026 with Claude Opus 5.5), giving a base rate that favors continued or renewed Anthropic leadership by year-end, albeit with real risk of displacement given OpenAI's and - yes case: The most likely path to YES is continuation of the status quo: Anthropic's Opus 5.5 (and imminent Sonnet 5.5/Haiku 5.5, possibly landing by late September–early October) already occupies the entire top of LiveBench's Coding Average as mirrored in late September 2026, Anthropic's coding-specific R&D and commercial incentives (54% enterprise coding share) are compounding, and rival labs' most recent moves (OpenAI's GPT-6 Sol/Luna price cuts, Grok 4.7, MiMo-V2.6-Pro) have been priced or scaled belo - no case: While Anthropic currently leads LiveBench Coding, the margins over OpenAI's newest models are narrow on several adjacent coding benchmarks, Google's flagship Gemini 3.5 Pro and any new OpenAI coding-tuned release remain unshipped wildcards for Q4, Anthropic's own "pacing the frontier" commitment creates a self-imposed risk of slower cadence, and inconsistent third-party LiveBench mirrors raise real ambiguity about which snapshot the market will use to resolve on Dec 31.
tools
toolstatustimeitemssummary
kalshi_direct OK 0.2s 1 ## This Market's Kalshi Data **Anthropic** (KXCODINGMODEL-26DEC-ANTH) - Current price (probability): 75.00% (live; bid 72% / ask 75%) - Last daily close (2026-09-25): 71.00% - 7-day price change: +9.00% - 30-day price change: +18.00% - Average daily volume: 595 contracts - Price range: 51.00% - 73.
resolution_source OK 3.8s 1 already_resolved=unclear; matches_criteria=True; last_updated=unknown. The fetched page only shows the generic LiveBench homepage text ('LiveBench') with no leaderboard data, model rankings, or 'Coding Average' scores visible.
kalshi_related OK 1.4s 0 0 related markets / summaries. series KXCODINGMODEL: 0 markets (skipped 9 no-signal) | series KXTOPMODEL: 0 markets (skipped 12 no-signal) | series KXLLM1: 0 markets (skipped 24 no-signal) | keyword 'best AI model': no matches | keyword 'coding model': no matches
polymarket_related OK 0.6s 10 Polymarket search over 4 keyword(s), kept 10 matches. keyword 'best AI model': 5 markets | keyword 'coding model': 0 markets | keyword 'LiveBench': 5 markets | keyword 'top AI model end of 2026': 0 markets
article_search OK 46.4s 15 Fetched 15 unique articles across 2 queries (lookback=30d). 'upcoming frontier model release Q4 2026 Claude GPT Gemini': 8 articles | 'LiveBench coding leaderboard new top model': 8 articles
research loops · 4/4 ok · 15 searches · 7 page reads
dimensionstatustimesearchespage readsreport
current state OK 31s 4 2 4396 chars
base rate OK 34s 4 1 4944 chars
yes case OK 39s 3 2 5716 chars
no case OK 48s 4 2 5959 chars
report: current state
- [2026-09-24] Third-party mirror BenchLeader, citing LiveBench directly, shows 1Claude Opus 5.5 (xhigh)89.3% 2Claude Opus 5.5 (max)89.3% 3Claude Fable 5.1 (max)86.4% 4Claude Fable 5 (max)86.0% 5GPT-5.6 Sol (max)83.9% — i.e., Anthropic models occupy the top four positions on LiveBench's coding category as of the latest published release. (https://www.benchleader.com/benchmarks/livebench_coding) - [2026-06-25] The underlying data snapshot both BenchLeader and BenchLM mirror is the official LiveBench release dated 2026-06-25: "Cite as: BenchLeader, "LiveBench Coding leaderboard", https://www.benchleader.com/benchmarks/livebench_coding, data as of 24 Sept 2026." , confirming this is still the freshest published coding-category cut as of late September. (https://www.benchleader.com/benchmarks/livebench_coding) - [2026-06-25] BenchLM's mirror of LiveBench's overall (cross-category) score shows "The published LiveBench snapshot places Claude Fable 5.1 first at 83.4%." — this is the blended overall metric, not the "Coding Average" category the market resolves on, but it also shows Anthropic leading. (https://benchlm.ai/benchmarks/livebench) - [2026-09-22] Anthropic released Claude Opus 5.5, its newest flagship, per Anthropic's own announcement: "Claude Opus 5.5 is our first release since we called for pacing the frontier... Opus 5.5 is a major step up from Opus 5. It's the new leading model." This is the model now sitting atop LiveBench Coding. (https://www.anthropic.com/claude-opus-5-5) - [2026-09-24] Independent aggregator felloai.com states "The best AI for coding is Claude Opus 5.5, which Anthropic shipped on September 22 and which leads every coding harness we track: Artificial Analysis's own Terminal-Bench 4.0 at 59.6% against GPT-6 Astra's 59.1%, LiveBench Coding at 89.3" , corroborating Anthropic's coding lead across multiple benchmarks, not just LiveBench. (https://felloai.com/best-ai-models/) - [2026-09-22] Anthropic confirmed further releases are imminent: "Claude Sonnet 5.5 and Claude Haiku 5.5 are set to follow in the coming weeks, carrying many of the same gains in performance, efficiency, and safety." This suggests Anthropic intends to keep iterating rapidly through Q4 2026. (https://emergent.sh/news/opus-5-5-release-date) - [2026-09-26 approx] Competing labs have also shipped recent coding-relevant models placing just below Anthropic on the same LiveBench coding table: GPT-5.6 Sol (83.9%), GPT-5.2-Codex (83.6%), and GPT-6 Sol (81.8%) from OpenAI, per the same BenchLeader mirror, indicating a competitive but currently Anthropic-led field. (https://www.benchleader.com/benchmarks/livebench_coding) - [2026-08-25] On the related but distinct LiveCodeBench benchmark (not the market's resolution source), a different aggregator reports "the top-scoring model on LiveCodeBench is Gemini 3 Pro Preview at 91.7%, followed by Gemini 3 Flash Preview at 90.8% and DeepSeek V3.2 Speciale at 89.6%" — showing Google/DeepSeek lead a different coding benchmark, which underscores that "best coding model" rankings vary by benchmark, though the Kalshi market specifically references LiveBench.ai's "Coding Average." - [2026-09-26] I could not directly load the live, interactive LiveBench.ai leaderboard (JavaScript-rendered site), so figures rely on third-party daily mirrors (BenchLeader, BenchLM) that explicitly cite LiveBench as their source and carry a same-day "data as of" timestamp. NOT FOUND: I could not access livebench.ai's own rendered leaderboard table directly (it requires JavaScript) to independently verify the exact "Coding Average" figure and date-stamp on the official site; I also could not find a LiveBench data refresh dated after 2026-06-25/09-24 that would reflect any post-Opus-5.5 competitor response (e.g., a new GPT or Gemini coding-tuned release) submitted to LiveBench specifically. BOTTOM LINE: As of late September 2026, every available mirror of LiveBench.ai's Coding category shows Anthropic models (Claude Opus 5.5, Claude Fable 5.1/5) occupying the top spots, with OpenAI's GPT-5.6/GPT-5.2-Codex trailing closely behind; Anthropic's September 22 Opus 5.5 release and imminent Sonnet/Haiku 5.5 follow-ups suggest Anthropic is actively defending this lead heading into Q4 2026, though the gap to OpenAI's best coding variants is narrow (roughly 3-5 points) and could shift with new releases before Dec 31.
report: base rate
- [2025-11] Anthropic released Claude Opus 4.5 and claimed leadership in coding; a social post noted "Opus 4.5 tops the new LiveBench leaderboard, GPT and Gemini Pro follow the" ranking (Threads/Kol Tregaskes), consistent with Anthropic holding LiveBench-coding-style top spots into late 2025. https://www.threads.com/@koltregaskes/post/DTHttRYFJWx/opus-tops-the-new-live-bench-leaderboard-gpt-and-gemini-pro-follow-the - [2026-06-25 release] On the current LiveBench 2026-06-25 snapshot mirrored by BenchLM, Claude Fable 5.1 leads the public snapshot at 83.4%, followed by Claude Opus 5.5 (83.2%) and Claude Fable 5 (83.0%) — Anthropic occupies the top three overall slots. https://benchlm.ai/benchmarks/livebench - [2026-09-24/25] On BenchLeader's LiveBench Coding leaderboard (a dedicated mirror of livebench.ai's Coding Average), Claude Opus 5.5 leads LiveBench Coding on BenchLeader with 89.3%, ahead of Claude Opus 5.5 at 89.3%, across 60 model configurations with a published result , with the next four spots also Anthropic models (Fable 5.1, Fable 5) before OpenAI's GPT-5.6 Sol appears at #5. https://www.benchleader.com/benchmarks/livebench_coding - [2026-09] Independent aggregator felloai.com states Anthropic's September 22 flagship leads Artificial Analysis's Terminal-Bench 4.0 and both of LiveBench's coding boards, at $4 / $20 against GPT-6 Astra's $10 / $50 , indicating Anthropic's lead is currently uncontested on both LiveBench coding categories. https://felloai.com/best-ai-models/ - [2026-09] The same source separately confirms The best AI for coding is Claude Opus 5.5, which Anthropic shipped on September 22 and which leads every coding harness we track: Artificial Analysis's own Terminal-Bench 4.0 at 59.6% against GPT-6 Astra's 59.1%, LiveBench Coding at 89.3 . https://felloai.com/best-ai-models/ - [2026-09] llm-stats.com's composite coding leaderboard (not LiveBench specifically, but a related coding-index cross-check) also puts Anthropic first: As of September 2026, Claude Opus 5.5 by Anthropic leads the coding leaderboard with a coding index score of 51.7, followed by GPT-6 Astra (49.0) and GPT-5.6 Sol (45.5) . https://llm-stats.com/leaderboards/best-ai-for-coding - [2026-09] BenchLM.ai's independent coding composite likewise shows Anthropic on top: Claude Opus 5.5 leads coding on BenchLM's September 2026 rankings with a score of 87.6, ahead of Claude Fable 5.1 (81.3) and GPT-6 Astra (74.6) . https://benchlm.ai/coding - [2026-07-16 background] Not specific to Anthropic, but relevant to the competitive field: Bloomberg reporting cited by felloai.com said Google's next flagship model is months behind schedule and has fallen short of Google's internal goals, with the company still working to improve its capabilities particularly in coding , suggesting Google is not an imminent threat to Anthropic's coding lead. https://felloai.com/best-ai-models/ - [2025 pattern] Rankings across 2025-2026 show a "musical chairs" pattern among Anthropic, OpenAI and Google, e.g., one 2025 comparison noted SWE-Bench Verified... Claude Opus 4.5 72.3% Best-in-class for complex multi-file fixes, GPT-5 69.1% Strong on single-file issues , showing Anthropic models have repeatedly (but not exclusively) topped coding-specific evaluations across the last year. - [2025-11] Anthropic's own launch messaging (via Yahoo Finance) stated Anthropic said Opus 4.5 is its most powerful model yet and claims it's the best in the world for "coding, agents, and computer use." — reflecting the company's strategic focus on maintaining a coding lead as its core differentiator. https://finance.yahoo.com/news/anthropic-launches-claude-opus-45-as-googles-gemini-3-gains-big-backers-191645109.html - [historical caveat] Non-LiveBench coding boards show a more contested picture: on LiveCodeBench (a different, competitive-programming-style benchmark), As of August 25, 2026, Gemini 3 Pro Preview leads the LiveCodeBench leaderboard with a score of 91.7 , indicating that "best coding model" claims vary substantially by benchmark provider even in the same period. NOT FOUND: A complete month-by-month timeline of exactly which company held the #1 LiveBench "Coding Average" spot for every month of 2025-2026 (i.e., a precise tally of "days led" per lab); no official Kalshi/prediction-market odds history specific to this exact question were found. BOTTOM LINE: The reference class shows leadership on LiveBench-style coding benchmarks rotates frequently between Anthropic, OpenAI and (less often) Google every few weeks to months as new flagship models ship, but Anthropic has been the most frequent and current occupant of the #1 "Coding Average" position (holding it as of late September 2026 with Claude Opus 5.5), giving a base rate that favors continued or renewed Anthropic leadership by year-end, albeit with real risk of displacement given OpenAI's and Google's history of leapfrogging within months.
report: yes case
- [2026-09-22] Anthropic's own launch materials for Claude Opus 5.5 state Sonnet 5.5 and Haiku 5.5 will follow "in the coming weeks," and Anthropic product lead Mike Krieger publicly repeated the same commitment on X, signalling a deliberate cadence of follow-on releases through Q4 2026 rather than a one-off flagship drop. (https://windowsforum.com/news/claude-sonnet-5-5-confirmed-for-coming-weeks-specs-unannounced.445821/) - [2026-09-24] Reporting citing "TheWinCentral" indicates claims that Sonnet 5.5 is already in partner testing and could ship "next week or in the first week of October, with September 30 or October 1 named as likely dates" — i.e., Anthropic may add a second, cheaper high-scoring coding entrant to LiveBench before Q4 even begins, widening its lead in raw model count at the top. (https://windowsforum.com/news/claude-sonnet-5-5-confirmed-for-coming-weeks-specs-unannounced.445821/) - [2026-09-24] Aggregator felloai.com's per-model breakdown reports that on Anthropic's own harness "the coding gap is wider still, 66.4% on Terminal-Bench 4.0 against the 57.9% OpenAI reports for Astra," and that independently, Artificial Analysis scored Opus 5.5's Terminal-Bench 4.0 result "at 59.6% against GPT-6 Astra's 59.1%" — showing Anthropic's coding lead is corroborated by both self-reported and independent evaluators, not just LiveBench. (https://felloai.com/best-ai-models/) - [2026-09-22] The same source records that OpenAI's simultaneous countermove, GPT-6 Sol and Luna, was explicitly a price cut rather than a capability jump: "Nothing here moves a crown: Sol and Luna are cheaper, not better," and notes "There is no GPT-6 Terra, and OpenAI has not said whether one is planned" — indicating no imminent OpenAI model is positioned to beat Opus 5.5 on coding benchmarks. (https://felloai.com/best-ai-models/) - [2026-09-21] Competing frontier releases from the same week (SpaceXAI's Grok 4.7, Xiaomi's MiMo-V2.6-Pro) scored well below Anthropic's Opus 5.5 on Artificial Analysis's Intelligence Index (46.3 vs. 57.6), suggesting the rest of the field is not close enough to flip a LiveBench Coding lead of Opus 5.5's current 89.3% margin over #5 (GPT-5.6 Sol at 83.9%, per colleagues' data) with a single release. (https://felloai.com/best-ai-models/) - [2026-05-09] Independent of benchmarks, Anthropic's structural position in coding is reinforced by market data: the Menlo Ventures State of Generative AI report puts Claude's enterprise coding market share at 42–54%, versus roughly 21% for OpenAI, giving Anthropic outsized revenue and feedback-loop incentives to keep defending its coding-specific lead over any other category. (https://www.mindstudio.ai/blog/anthropic-beating-openai-claude-market-dominance-data-points) - [2026-07] A follow-up compilation citing the same Menlo Ventures research states Claude Code's enterprise coding-model share reached "approximately 54%... up from 42% six months earlier," a rising trendline that indicates Anthropic's coding investment (and thus its benchmark R&D priority) is accelerating, not plateauing. (https://claudify.tech/blog/state-of-claude-code-2026) - [2026-09-24] BenchLeader's LiveBench Coding mirror explicitly labels LiveBench's coding task as testing "completing and generating code for recent competitive-programming problems, checked by running tests," and its top five entries are four Anthropic models followed by OpenAI's GPT-5.6 Sol — confirming Anthropic's lead is not a single-model fluke but spans multiple recent Claude releases (Opus 5.5, Fable 5.1, Fable 5). (https://www.benchleader.com/benchmarks/livebench_coding) - [2026-06-25] The official livebench.ai site itself (JavaScript-rendered, confirmed by direct fetch) states it is "Showing LiveBench-2026-06-25 — the latest release," meaning the resolution source has not published a fresh full snapshot since Opus 5.5 or any subsequent competitor model was submitted — a lag that, if it persists to Dec 31, would lock in whatever ranking exists at the next refresh, and current signs point to that refresh (mirrored by BenchLeader) already crowning Anthropic. (https://livebench.ai/) - [2026-09-24] Felloai's competitor-response log shows that when Qwen briefly displaced Claude Opus 5 on Arena's vote-based WebDev board by 3 points on Sep 2, "Qwen3.8-Max-0902 has since slipped to fourth on WebDev, behind GPT-6 Astra, Claude Fable 5.1 and Claude Opus 5" within three weeks — illustrating that non-Anthropic coding leads in this cycle have historically been short-lived rather than durable through year-end. (https://felloai.com/best-ai-models/) BOTTOM LINE: The most likely path to YES is continuation of the status quo: Anthropic's Opus 5.5 (and imminent Sonnet 5.5/Haiku 5.5, possibly landing by late September–early October) already occupies the entire top of LiveBench's Coding Average as mirrored in late September 2026, Anthropic's coding-specific R&D and commercial incentives (54% enterprise coding share) are compounding, and rival labs' most recent moves (OpenAI's GPT-6 Sol/Luna price cuts, Grok 4.7, MiMo-V2.6-Pro) have been priced or scaled below Anthropic's coding scores rather than surpassing them — for YES to fail, a competitor would need to both ship a materially stronger coding model AND have it reflected in a fresh LiveBench snapshot before Dec 31. NOT FOUND: Direct, JavaScript-independent confirmation of livebench.ai's own numeric "Coding Average" table (only third-party same-day mirrors were accessible); any official statement from LiveBench.ai on its next full refresh date/cadence; independent (non-Anthropic, non-aggregator) verification of Claude Opus 5.5's Terminal-Bench/coding scores from a neutral evaluator's own site.
report: no case
- [2026-09-03] OpenAI's own GPT-6 Astra release table shows Astra edging Anthropic on the specific Terminal-Bench 4.0 coding metric, scoring 57.7% versus Fable 5.1's 55.8% and Opus 5's 52.3%, i.e., a like-for-like coding benchmark where OpenAI's newest model already leads a Claude generation just one release behind Opus 5.5. (https://www.vellum.ai/blog/gpt-6-astra-benchmarks-explained) - [2026-09-03] On the independent Artificial Analysis Coding Agent Index, the same source reports "Meta's Muse Spark 1.3 tops DeepSWE at 75.4%, the FrontierCode rows go to Fable 5, and the Artificial Analysis Coding Agent Index is a three-way tie at the top" — showing that even at the moment of Anthropic's LiveBench lead, third-party coding indices already showed a contested, multi-lab picture rather than clean Anthropic dominance. - [2026-09-03] On FrontierCode 1.1 Extended, Astra's 64.5% trails Fable 5's 64.9%, and on the Main split Fable 5 (53.5%) and Opus 5 (53.4%) edge Astra's 53.3% — margins of roughly half a point, illustrating how thin and reversible the current gaps between labs are on adjacent coding benchmarks. (https://www.vellum.ai/blog/gpt-6-astra-benchmarks-explained) - [2026-09-25] A separate, still-live mirror of "LiveBench," llm-stats.com, shows an entirely different and clearly stale leaderboard topped by o3-mini at 84.6% with no Opus 5.5 or Fable 5.1/GPT-6 Astra listed at all among only 38 tracked models, versus BenchLeader's 60-model, Opus-5.5-led snapshot — demonstrating that "LiveBench.ai ranked by Coding Average" is not a single unambiguous, consistently-mirrored number, creating real resolution-technicality risk for Dec 31. (https://llm-stats.com/benchmarks/livebench) - [2026-09-12] Anthropic CEO Dario Amodei's essay published on September 12, 2026, "We Must Pace the Frontier"—a 3,800-word essay urging the industry to deliberately slow the rate at which it improves model capabilities , signals Anthropic's own strategic intent to throttle its release cadence going into Q4, a self-imposed headwind just as rivals accelerate. - [2026-09] Commentary on that essay notes "So pacing, done for real, means the release cadence slows... these measures could become the trigger for stronger requirements, like a fixed testing window before a new model is used" — if Anthropic actually adopts fixed testing windows before shipping Sonnet/Haiku 5.5 or any Opus 5.6, that directly threatens the "imminent follow-ups" cited in prior reports as evidence Anthropic will keep its lead. - [2026-09] The same essay's fallout included "Within hours, the essay had drawn endorsements from rival executives, dissent from Meta, pushback from European capitals, and—within a week—a federal antitrust lawsuit" , adding legal/regulatory uncertainty around Anthropic's ability to keep shipping at its recent pace through year-end. - [2026-07-21] Google's Gemini 3.5 Pro — the flagship most likely to threaten Anthropic's coding lead — had still "the Gemini Pro model page shows the current flagship as Gemini 3.1 Pro with a '3.5 Pro coming soon' badge... the 3.5 generation is real and partly shipped, but the Pro member of it isn't" as of late July, meaning a full quarter's worth of Gemini flagship coding upside is still un-released and could land before Dec 31 with LiveBench-moving results, similar to how Gemini already leads the separate LiveCodeBench benchmark. - [2026-09-02] Google's Gemini 3.8 Flash, a mid-tier model, already posts large coding gains — "released September 2, 2026, and its third Flash model in six weeks. It scores 90.8% on Terminal-Bench 2.1 (up from 81.6% for 3.7 Flash)" — showing Google is iterating on coding-specific capability roughly every two weeks, a materially faster cadence than Anthropic's stated "pacing" posture. - [2026-09] Independent framing of the frontier race notes "Frontier models leapfrog each other every few weeks. Gemini 3.1 Pro leads today, 3.5 Pro will leapfrog it, GPT and Claude will answer, and round it goes" , underscoring the base-rate mechanism by which any three-month lead (Sept–Dec) is historically fragile. - [2026-09] A Reuters-sourced report indicates "Anthropic is weighing whether to release a new AI model to counter GPT-6 Astra's growing enterprise market share — while also evaluating the new model's safety and how much to invest, balanced against profitability, ahead of a possible IPO" , suggesting Anthropic's coding-model roadmap is being shaped by competitive and IPO pressures, not guaranteed to prioritize pure LiveBench-Coding supremacy. - [2026-09] Even OpenAI's most bullish coding claim was self-qualified: "On the independent Artificial Analysis Intelligence Index, Astra scores 61.2, effectively tied with its predecessor GPT-5.6 Sol and behind Claude Fable 5.1 at 65.7... Astra ties Fable 5.1 on the neutral coding index" — a "tie," not a clear Anthropic blowout, meaning the current lead margin is small enough that a single OpenAI or Google patch release could flip specific leaderboard cells before year-end. NOT FOUND: No official livebench.ai-hosted (not third-party-mirrored) "Coding Average" table could be loaded directly; no confirmed date for Gemini 3.5 Pro's actual release nor for any GPT-6.x "Codex"-branded coding-specific model that OpenAI might submit to LiveBench before Dec 31; no evidence yet of Anthropic actually delaying a shipped model because of its own "pacing" commitments (as of this search, Opus 5.5 shipped on schedule). BOTTOM LINE: While Anthropic currently leads LiveBench Coding, the margins over OpenAI's newest models are narrow on several adjacent coding benchmarks, Google's flagship Gemini 3.5 Pro and any new OpenAI coding-tuned release remain unshipped wildcards for Q4, Anthropic's own "pacing the frontier" commitment creates a self-imposed risk of slower cadence, and inconsistent third-party LiveBench mirrors raise real ambiguity about which snapshot the market will use to resolve on Dec 31.
3. Forecasters 5 draws · Opus 5.5 + GPT-5.6 Sol · plain mean
claude-opus-5-5
60% conf
Yes 74%
No 26%
(0) Not resolved. The market resolves on the LiveBench Coding Average leader on Dec 31. Third-party mirrors (BenchLeader, data as of Sept 24) show Anthropic holding the top four spots: Claude Opus 5.5 at 89.3%, then Fable 5.1 and Fable 5 at about 86%, ahead of GPT-5.6 Sol at 83.9%. That lead has to hold for three more months. (a) About 96 days remain until Dec 31, 2026. (b) If nothing changes, the answer is Yes: Anthropic leads by roughly 5 points, OpenAI's Sept 22 GPT-6 Sol/Luna launch was a price cut rather than a capability jump, and Sonnet 5.5 and Haiku 5.5 follow-ups are imminent. (c) NO scenario: Google ships the long-delayed Gemini 3.5 Pro, or OpenAI releases a GPT-6.x Codex or a stronger Astra variant. That model would need to score above 89.3 on LiveBench coding and be posted in a refresh before year-end. Risks that feed this: Astra itself may not yet be on the coding table, Google iterates quickly, and Amodei's 'pacing' essay could slow Anthropic's response. (d) YES scenario: no rival clears the roughly 5-point gap in time, or LiveBench's refresh lag freezes an Anthropic-led table. Anthropic's coding focus and large enterprise coding share support it defending the top spot. Leaderboard leadership historically rotates every few months and I could not verify the official LiveBench table directly, so I sit near the Kalshi anchor of 75% (bid 72%), slightly below it.
claude-opus-5-5
58% conf
Yes 75%
No 25%
(0) Not yet resolved. The market settles on LiveBench's Coding Average leader on Dec 31, 2026, so today's standings are the status quo, not the result. (a) About three months (96 days) remain, which is roughly one frontier release cycle. (b) Status quo favours YES. BenchLeader's Sept 24 mirror of LiveBench Coding has Claude Opus 5.5 at 89.3% and Anthropic in the top four spots. The best non-Anthropic entry is GPT-5.6 Sol at 83.9%, a gap of about 5 points, and felloai and llm-stats corroborate Anthropic's coding lead. OpenAI's Sept 22 GPT-6 Sol and Luna releases were price cuts rather than capability jumps, and Sonnet 5.5 is imminent. (c) NO path: Google ships Gemini 3.5 Pro, or OpenAI ships a coding-tuned GPT-6.x or Codex model, and it tops 89.3% on a fresh LiveBench release before year-end. Anthropic's 'pace the frontier' stance could slow its reply. There is also resolution-technicality risk: the live LiveBench site reportedly still shows the 2026-06-25 release, and mirrors disagree. (d) YES path: no rival clears a roughly 5-point gap within the quarter, or Anthropic answers any challenger with Sonnet 5.5 or Opus updates. Leadership has historically rotated, but a 5-point margin with three months left is fairly durable, and the Polymarket LiveBench-overall market is near 99% for Anthropic in September. The Kalshi anchor of 75% (bid 72, ask 75, rising) looks about right given the leapfrog base rate and the unreleased Gemini 3.5 Pro, so I hold near the market.
claude-opus-5-5
60% conf
Yes 74%
No 26%
(0) The market is not already resolved, because it settles on LiveBench.ai's Coding Average as of Dec 31, 2026. The official page could not be rendered directly. The BenchLeader mirror, dated 2026-09-24 and citing LiveBench, shows Anthropic holding the top four spots: Claude Opus 5.5 at 89.3%, then Fable 5.1 and Fable 5, with GPT-5.6 Sol at #5 on 83.9%. That is a lead of roughly 5 points, and felloai corroborates it. (a) About three months remain until Dec 31. (b) If nothing changes, Anthropic wins; Sonnet 5.5 and Haiku 5.5 are also imminent. (c) NO scenario: Google ships the long-delayed Gemini 3.5 Pro, or OpenAI releases a GPT-6.x Codex or higher tier, and it tops LiveBench coding by year-end. GPT-6 Astra is conspicuously absent from the mirrored top five, which could reflect missing evaluation; it roughly ties Fable 5.1 on neutral coding indices. Other risks are Anthropic's own 'pace the frontier' stance slowing any answer, and resolution ambiguity from stale or inconsistent LiveBench mirrors. (d) YES scenario: rivals' Q4 releases stay below 89%, or Anthropic answers any leapfrog. OpenAI's latest moves were price cuts, not capability jumps, and Google's flagship is reportedly behind on coding. The Kalshi anchor is 75% and rising, which is consistent with a clear current lead offset by frequent leaderboard rotation over a three-month window. I see no unpriced information strong enough to move far from it.
gpt-5.6-sol
68% conf
Yes 74%
No 26%
(0) The condition is not already resolved: the official LiveBench fetch did not expose its leaderboard, while the question depends on the Coding Average displayed on Dec. 31, 2026; Anthropic must still be ranked first then. (a) About 96 days remain until the Dec. 31 close, enough time for one or more frontier-model releases to change the ranking. (b) If nothing changes, Yes wins: BenchLeader's Sept. 24 mirror places Claude Opus 5.5 at 89.3%, with Anthropic occupying the top four positions and OpenAI's best entry at 83.9%. (c) No results if Google releases Gemini 3.5 Pro or OpenAI ships a stronger coding-tuned model, gets it onto LiveBench before the deadline, and surpasses Anthropic; frequent historical leapfrogging and close results on adjacent benchmarks make this material. (d) Yes results if Opus 5.5 retains its roughly five-point LiveBench lead, potentially reinforced by the announced Sonnet and Haiku 5.5 follow-ups, or if LiveBench updates slowly enough that no rival displacement is reflected by Dec. 31. I remain close to Kalshi's 75% Yes anchor, trimming one point because the official resolution-source table could not be verified directly and Q4 competitor roadmaps remain uncertain; the 98.6% Polymarket price concerns September and LiveBench Overall, so it is context rather than a same-question anchor.
gpt-5.6-sol
66% conf
Yes 74%
No 26%
(0) The event is not already resolved: the official LiveBench page could not be read beyond its generic homepage, while a same-day third-party mirror shows Anthropic currently satisfying the criterion with Claude Opus 5.5 at a 89.3% Coding Average; Anthropic must still rank first on the resolution source on Dec. 31. (a) About 96 days remain until the stated date, enough time for at least one major competitor release or leaderboard refresh. (b) If nothing changes, Anthropic wins, as BenchLeader shows it occupying the top four coding positions, with OpenAI's best listed model trailing by about 5.4 points. (c) NO results if Google releases Gemini 3.5 Pro or OpenAI ships a stronger coding-tuned model, gets it added to LiveBench before year-end, and overtakes Opus 5.5; inconsistent and stale mirrors also create some resolution-source risk. (d) YES results if Anthropic's current lead survives, potentially reinforced by the announced Sonnet and Haiku 5.5 follow-ups, while rivals fail to ship and register a superior model in time. I anchor near Kalshi's 75% YES price and trim it slightly to 74% because the inaccessible official leaderboard, historical leapfrogging, and unresolved Q4 competitor roadmaps offset Anthropic's strong current position and recent release momentum.
4. Final plain mean of 5 draws
74% (62% confidence)
Yes: 74% No: 26%
Mean of 5 draws (0.74, 0.75, 0.74, 0.74, 0.74). (0) Not resolved. The market resolves on the LiveBench Coding Average leader on Dec 31. Third-party mirrors (BenchLeader, data as of Sept 24) show Anthropic holding the top four spots: Claude Opus 5.5 at 89.3%, then Fable 5.1 and Fable 5 at about 86%, ahead of GPT-5.6 Sol at 83.9%. That lead has to hold for three more months. (a) About 96 days remain until Dec 31, 2026. (b) If nothing changes, the answer is Yes: Anthropic leads by roughly 5 points, OpenAI's Sept 22 GPT-6 Sol/Luna launch was a price cut rather than a capability jump, and Sonnet 5.5 and Haiku 5.5 follow-ups are imminent. (c) NO scenario: Google ships the long-delayed Gemini 3.5 Pro, or OpenAI releases a GPT-6.x Codex or a stronger Astra variant. That model would need to score above 89.3 on LiveBench coding and be posted in a refresh before year-end. Risks that feed this: Astra itself may not yet be on the coding table, Google iterates quickly, and Amodei's 'pacing' essay could slow Anthropic's response. (d) YES scenario: no rival clears the roughly 5-point gap in time, or LiveBench's refresh lag freezes an Anthropic-led table. Anthropic's coding focus and large enterprise coding share support it defending the top spot. Leaderboard leadership historically rotates every few months and I could not verify the official LiveBench table directly, so I sit near the Kalshi anchor of 75% (bid 72%), slightly below it.
Pipeline Timing
Total pipeline time: 94.4s
Per-tool research timings shown in the Research section above.