Which company has the #3 AI model end of March? (Style Control On) - AI Odds Analysis
All
Outcomes
Market
Price
AI Fair
Value
Value
Edge
xAI
YesNo
Anthropic
YesNo
OpenAI
YesNo
Google
YesNo
DeepSeek
YesNo
Mistral
YesNo
Moonshot
YesNo
Alibaba
YesNo
Z.ai
YesNo
Meituan
YesNo
AI Insights:
03.12 02:21 UpdatedFair Value Reasoning:
Google's Gemini 1.5 Pro series is very strong, and with Gemini 2 potentially ramping up, it is the prime candidate to settle at #3 while OpenAI (GPT-4.5/5) and Anthropic (Claude 3.7 Sonnet/Opus) fight for the top two spots. Anthropic's newly released Claude 3.7 Sonnet is performing exceptionally well and will likely take #1 or #2, but it has a decent chance of landing at #3 if OpenAI releases a new flagship or if Google overperforms. OpenAI is unlikely to be #3 unless it gets sandwiched. xAI's Grok 3 is competitive but historically less stable on the 'Style Control On' leaderboard compared to Google. DeepSeek has seen a slight regression. The market currently slightly overvalues Google (66.5c) and undervalues Anthropic (20c) as a hedge.
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Rule Risk
While the resolution source is clear (LMSYS Chatbot Arena), rankings are highly volatile and depend on the specific 'Style Control On' filter. The biggest risk lies in the 'Tied' rule: if two models tie for 3rd place, the winner is decided by alphabetical order of the company name (e.g., Google wins over xAI). This arbitrary tie-breaker could lead to unexpected outcomes unrelated to model quality. Also, the release cadence is unpredictable; minor updates within a month can drastically shift rankings.
Movers
Mar 10, 2026 - Mar 11, 2026, Google's price surged from 31c to 66.5c, while Anthropic plummeted from 47c to 19.5c and OpenAI dropped from 5.5c to 2.3c. This massive shift is likely due to Claude 3.7 Sonnet's score stabilizing on the Chatbot Arena, effectively locking it into the top 2 (or even #1), thus removing it from the race for #3. Consequently, the market now sees a high probability of Google settling at #3 behind Anthropic and OpenAI.
Mar 5, 2026 - Mar 6, 2026, Anthropic saw a rally (26c to 48c), as traders speculated it might land exactly at #3 or win via tie-breakers.
Feb 27, 2026 - Mar 2, 2026, xAI's price plummeted from 25.5c to 14.5c, reflecting a loss of confidence in Grok's ability to hold a top-3 spot amidst intensifying competition.