▽ SECURITY & DEFENSE 3 MONTHS HORIZON RESOLVES 31 DEC 2026 · in 2mo

A total internet blackout occurs in Iran by December 31, 2026.

Monitors potential government disruption or network collapse, defined as Cloudflare traffic falling to 1% or less of peak for 6+ consecutive hours.

Across 6 frontier models answering independently, the panel has all but ruled it out: the median is 7%.

They broadly agree, 26 points between Claude at 30% and Gemini at 4%.

Money disagrees. The market sits at 28%, so the models are 21 points less confident than people with cash on the outcome — one of the wider gaps in the archive.

Nothing is settled until 31 Dec 2026, when the outcome is checked against sources and every number above gets a permanent score.

WHAT THE MONEY SAYS Polymarket ↗
28%market price
AI edge
-21 pts
Moved this week
+10 pts
Volume
$252K

The models are clearly less confident than traders risking real money: 7% against 28%.

MODEL BY MODEL

What each one said

  • ClaudeAnthropic

    Hinges on whether Iran-Israel tensions or domestic unrest trigger another deliberate near-total shutdown before year-end 2026.

    • Iran imposed nationwide blackouts during 2019 and 2022 protests and briefly during the June 2025 Israel conflict, showing clear precedent within ~2 years.
    • Government retains full technical capability via National Information Network and has used it repeatedly when facing unrest or conflict escalation.
    • Main uncertainty is whether a new unrest wave, war escalation, or protest crackdown occurs in the next ~2 months to trigger it again.
    anthropic/claude-sonnet-5 · asked 27 Oct 2026
    30%
  • GrokxAI

    Whether Tehran orders a nationwide cut amid acute unrest or war in the next 65 days.

    • Only 2019 produced a multi-day near-zero Cloudflare drop; later protests used throttling, not 1% for 6 h.
    • No current nationwide crisis is visible, so the 3–5-year event rate implies ~4–6% in this window.
    • A sudden Israel strike or mass protest wave after 27 Oct would be the main updater.
    x-ai/grok-4.6 · asked 27 Oct 2026
    9%
  • GPTOpenAI

    It turns on whether Tehran chooses an extreme nationwide shutdown during a roughly two-month window.

    • Iran has imposed severe national outages before, notably November 2019, but they are rare rather than routine events.
    • Authorities could order it quickly, but protests, war escalation, or a perceived regime threat would likely need to clear that threshold.
    • Cloudflare's 1%-for-six-hours rule is stricter than ordinary filtering or regional outages; major unrest before Dec. 31 would raise the odds.
    openai/gpt-5.6-terra · asked 27 Oct 2026
    7%
  • DeepSeekDeepSeek

    Iran has never gone fully dark; even 2019 and 2022 shutdowns kept ~5-10% flowing, so this needs a new escalation.

    • Iran's Supreme Council of Cyberspace and IRGC would have to order a full kill-switch, which they have avoided even during the 2019 Aban protests and 2022 Mahsa Amini…
    • Cloudflare's 1%-of-4-week-max threshold is far below observed shutdown floors; past national disruptions bottomed near 5-15%, leaving residual domestic and some…
    • The main trigger would be a regime-threatening crisis (war with Israel/US, mass uprising) before Dec 31, 2026; absent that, the base rate for a true 6-hour total…
    deepseek/deepseek-v4.1-flash · asked 27 Oct 2026
    7%
  • QwenAlibaba

    Iran's NIN architecture and the ≤1% threshold make even deliberate shutdowns rarely qualify as 'total' by this metric.

    • Iran's 2019 shutdown is the closest precedent, but Cloudflare data showed residual traffic above 1% during most of it.
    • The National Information Network allows domestic traffic to continue during international cuts, making ≤1% of total bytes extremely hard to hit.
    • A triggering event (mass protests or military escalation) would need to occur AND the government would need to choose full disconnection over throttling within 65 days.
    qwen/qwen3.8-max-0902 · asked 27 Oct 2026
    6%
  • GeminiGoogle

    Meeting a strict sub-1% traffic floor across six consecutive hours requires near-total grid failure or unprecedented state shutdown.

    • Even during peak 2019 and 2022 crackdowns, National Information Network domestic routing kept baseline traffic above 1% of peak.
    • A two-month window leaves very little time for an acute crisis to escalate to the point of deliberate total disconnectivity.
    • Targeted military strikes knocking out central telecommunications landing hubs in Tehran would rapidly push odds higher.
    google/gemini-3.8-flash · asked 27 Oct 2026
    4%

6 of 6 models answered · 26 points between the highest and lowest. None was shown the market price.

Resolution criteria

This market will resolve to “Yes” if a total internet blackout occurs in Iran by the specified date, 11:59 PM UTC. Otherwise, this market will resolve to “No”. For the purposes of this market, a “total internet blackout” occurring means that, according to Cloudflare Radar data for Iran, total bytes transferred have fallen to 1.0% or less of the last 4 weeks’ Max for at least six consecutive hourly data points, as shown in the Traffic trends → Bytes transferred (Total bytes) chart for the last 4 weeks (https://radar.cloudflare.com/traffic/ir?dateRange=28d). The relevant figures for each hourly data point are listed in this chart as “__% of Max”. The Max for each data point will be the Max figure used in the chart by Cloudflare. Only the first of the relevant consecutive hourly data points must fall before this market’s resolution time. If required, to confirm the full sequence, the market will remain open until both relevant data points are observed. The primary resolution source for this market will be Cloudflare Radar data for Iran, specifically the Iran Traffic trends chart for the last 4 weeks found at https://radar.cloudflare.com/traffic/ir?dateRange=28d. If this resolutio

Original market ↗

WHAT DO YOU THINK?
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Question sourced from Polymarket on 27 Oct 2026. Forecast by google/gemini-3.8-flash, anthropic/claude-sonnet-5, openai/gpt-5.6-terra, x-ai/grok-4.6, deepseek/deepseek-v4.1-flash, qwen/qwen3.8-max-0902 via OpenRouter.