ManifoldGeopoliticsUpdated 10m ago

Will the US and/or China ban at least two open-source AI models before 2027?

As of Oct 1, 2026, 12:02 AM ET, Manifold priced this market at 61.8% (down from 68.0% 24 hours earlier). It had Ṁ16.7 traded in the past 24 hours and Ṁ100 of order-book liquidity. probcast.co rates the support behind this price as moderate.

Market probability
61.8%
−6.2 percentage points
over 24 hours68.0% → 61.8%
91 days until the event deadline
Deadline: December 31, 2026 at 6:59 PM ET

A repricing with partial backing — read the new probability with some caution.

The pricing has partial support: moderate trading volume.

How credible was the move?

Three separate questions — a move can be genuine while the latest price is still settling. Methodology →

Move validity

Is the move backed by real trading and depth?

Moderate

The pricing has partial support: moderate trading volume.

Consensus stability

Has the market settled at the new probability?

Stable

The probability has held near its current level over the past several hours.

Contract clarity

Will the rules resolve without ambiguity?

High

The resolution rules are relatively specific, with a named source and a defined deadline.

Recent trade activity$181.2 traded

From the latest trade tape (most recent 200 prints) — a live activity sample, not a lifetime total.

What this market actually measures

Update 2026-07-19 (PST) (AI summary of creator comment): The 'and/or' means a combined total of at least two models must be banned across both countries. For example, if the US bans one model and China bans another, this resolves YES.

This summary shows the opening of the venue's official rules. ProbCast has not yet generated an independent plain-English interpretation for this contract — review the full rules before relying on it.

View full official resolution rules

Update 2026-07-19 (PST) (AI summary of creator comment): The 'and/or' means a combined total of at least two models must be banned across both countries. For example, if the US bans one model and China bans another, this resolves YES.

Why the odds moved

The probability fell 6.2 percentage points over the last 24 hours (68.0% → 61.8%).

No verified catalyst has been linked to this move yet. ProbCast does not attribute moves to news without evidence connecting the timing of a specific report to the repricing.

What could move this market next?

  • The market's deadline arrivesDecember 31, 2026 at 6:59 PM ET

    The contract must resolve based on what has happened by this date.

Derived from the contract's own mechanics as of Oct 1, 12:12 AM ET. ProbCast does not list scheduled meetings, announcements, or data releases it cannot verify.

Advanced analysis (experimental)

Research signals — these models are still accumulating the history needed for full validation, and they can disagree with the headline read. Model confidence: low · expected error ±24 pts.

Thin marketLegacy movement classifier: watch

What's happening

medium classifier confidence
Thin market

Thin book and/or wide spread. Small orders can move this price disproportionately, so any single print is noisy and easily overread.

  • Thin book and/or wide spread.

Read with caution —Read the latest price with caution; conditions make it an unreliable summary right now.

More details — reliability score, dynamics, durability
Reliability score
11Low
Where the price path tends to go next1216 observed
  • Illiquid / quiet99%

Short-term motion of the price line (~1h), distinct from the environment above — not a prediction of the final outcome.

DurabilityHigh· half-life ~11h
PredictabilityStable

A read-only classification of the market environment — how much weight the current price deserves as a read of consensus. It describes conditions, never a trade.

Market data

24h volume

Ṁ16.7

Liquidity

Ṁ100

Total volume

Ṁ202.4

Category
Geopolitics
Venue
Manifold
Open interest
—
Current probability
61.8%
7-day range
61.8% – 68.0%
Resolves
Dec 31, 2026
Change (pts)1H0.06H0.024H-6.27D-6.2

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