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MANIFOLD
Will Commerce impose model-level export controls on a second AI company before 2027?
3
Ṁ100Ṁ55
Dec 31
41%
chance

Resolves YES if: Between market creation and 11:59 PM ET December 31, 2026, the US Commerce Department (BIS) imposes a license requirement on the export, reexport, or in-country transfer of one or more specific AI models or model weights developed by a company other than Anthropic, and this becomes publicly known.

Terms:

  • Qualifying instruments: an "is-informed" letter, a BIS rule or order, or an Entity List/end-use control that has the effect of requiring a license for a named US or foreign company's frontier model or weights.

  • Must target models or weights. Controls on chips, compute, cloud/IaaS access, semiconductor tooling, or datacenter equipment do NOT count, no matter how AI-relevant.

  • Must name a company other than Anthropic. Additional actions against Anthropic, or modifications/exemptions to the existing Anthropic IIL, do not count.

  • Foreign companies count (a control targeting a Chinese lab's weights qualifies), as do open-weight release restrictions.

  • Does NOT count: voluntary agreements, the June 2, 2026 EO's voluntary collaboration mechanism, congressional bills (including the AI Kill Switch Act) unless signed and implemented via a qualifying BIS action, or state-level action.

  • Publicity clause: IILs are not published, so this resolves on confirmation by the recipient company, BIS, a White House official, or reporting from two major outlets. If a control is later revealed to have been issued in 2026 but is only disclosed in 2027, this market has already resolved NO — traders are pricing public knowledge by Dec 31, not the underlying fact.

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bought Ṁ10 NO

My mana is on "everyone prefers to do this voluntarily rather than get concrete regulatory action", and voluntary agreements are excluded. The way things went for Anthropic did not look like a route I will expect anyone else to want to follow this year.