⬢ GEOPOLITICS 1 MONTH HORIZON RESOLVES 16 NOV 2026 · in 10d

The effective ceasefire between the United States and Iran holds through November 15, 2026.

Regional tensions remain elevated amid ongoing security negotiations. Resolves yes if the U.S. carries out no air or surface missile strikes directly impacting Iranian territory through November 15, 2026.

Across 6 frontier models answering independently, the panel treats this as close to settled: the median is 93%.

They broadly agree, 7 points between Gemini at 98% and GPT at 91%.

Money disagrees. The market sits at 64%, so the models are 29 points more confident than people with cash on the outcome — one of the wider gaps in the archive.

Nothing is settled until 16 Nov 2026, when the outcome is checked against sources and every number above gets a permanent score.

WHAT THE MONEY SAYS Polymarket ↗
64%market price
AI edge
+29 pts
Volume
$109K

The models are sharply more confident than traders risking real money: 93% against 64%.

MODEL BY MODEL

What each one said

  • GeminiGoogle

    Direct US kinetic strikes inside sovereign Iranian territory are historically rare and unlikely to erupt across a ten-day window.

    • Washington consistently restricts direct retaliatory strikes to regional proxies in Iraq, Syria, or Yemen to avoid total war.
    • A direct mainland strike requires extreme provocation and multi-day escalation cycles that are not currently materializing.
    • Only a mass-casualty attack directly attributable to Tehran could trigger an immediate US strike on Iranian soil by November 15.
    google/gemini-3.8-flash · asked 5 Nov 2026
    98%
  • DeepSeekDeepSeek

    Only 11 days remain, and no U.S. strike on Iranian soil is currently telegraphed or underway.

    • The window is 11 days; base rate for a U.S. air/missile strike on Iran in any random 11-day stretch is very low.
    • Any strike requires Trump's authorization and force posture already in place; no carrier or bomber surge is reported as of Nov 5.
    • The main risk is an Iranian provocation or proxy attack triggering retaliation, but that would need to escalate to direct U.S. strikes within days.
    deepseek/deepseek-v4.1-flash · asked 5 Nov 2026
    94%
  • ClaudeAnthropic

    Short 10-day window; ceasefire has held since mid-2025 strikes, no imminent trigger visible.

    • Only 10 days remain, far too short for a new major escalation cycle to develop absent an existing crisis trigger.
    • US-Iran ceasefire has persisted for well over a year since the June 2025 strikes, suggesting durable deterrence equilibrium.
    • Main risk would be a sudden Iranian provocation (proxy attack, nuclear breakout move) prompting rapid US retaliation before Nov 15.
    anthropic/claude-sonnet-5 · asked 5 Nov 2026
    93%
  • QwenAlibaba

    Ten days left with active negotiations; a sudden US strike on Iranian soil would require a dramatic trigger that hasn't materialized.

    • Direct US strikes on Iranian territory are historically near-zero frequency events even during peak crises (Soleimani 2020 being the sole modern example).
    • Active security negotiations reduce the probability of a snap escalation decision within a 10-day window.
    • A major catalyzing event—such as a mass-casualty attack on US forces attributed to Iran—would be needed to shift this, and none is currently reported.
    qwen/qwen3.8-max-0902 · asked 5 Nov 2026
    93%
  • GPTOpenAI

    The key risk is a rapid escalation from regional incidents into a direct U.S. strike on Iranian soil within ten days.

    • The relevant window is only November 5–15, leaving limited time for force posture, target approval, and operational execution.
    • Direct U.S. attacks on Iran are far rarer than strikes on Iranian-backed groups, so the short-window base rate favors restraint.
    • A fatal Iran-linked attack on U.S. forces or a major nuclear escalation would sharply lower this estimate.
    openai/gpt-5.6-terra · asked 5 Nov 2026
    91%
  • GrokxAI

    Ten-day window with talks ongoing makes a US strike on Iran territory improbable.

    • US must order air or surface missiles hitting Iran soil by 15 Nov; that needs a casus belli plus hours of planning.
    • Direct US-Iran strikes are rare even in tense years; a 10-day slice under active talks sits well below that rate.
    • A large Iranian attack on US/Israeli assets or confirmed nuclear breakout would flip the odds overnight.
    x-ai/grok-4.6 · asked 5 Nov 2026
    91%

6 of 6 models answered · 7 points between the highest and lowest. None was shown the market price.

Resolution criteria

This market will resolve to “No” if the United States takes a qualifying military action against Iran between market creation and the specified date, 11:59 PM Iran Standard Time. Otherwise this market will resolve to “Yes.” A qualifying military action refers to an air strike or a surface-to-surface missile strike, initiated by the United States, that directly impacts Iran. An air strike includes bombs, air-to-surface missiles, and air-launched drones. A surface-to-surface missile strike includes one-way attack drones and surface-to-surface missiles such as cruise or ballistic missiles. The following actions do not constitute a qualifying military action: Munitions destroyed or intercepted before impact; Surface-to-air missile strikes; Small-arms fire; Ground incursions; Cyber operations; Naval gunfire and artillery fire; Howitzers, artillery pieces, mortars, and rocket artillery (e.g. MLRS systems); Minor surface-to-surface strikes, including short range loitering munitions, FPV drones, and ATGM strikes; Any threat, authorization, or announcement of force that has not been executed. Any munition that is intercepted or destroyed before impact does not constitute a qualifying mil

Original market ↗

WHAT DO YOU THINK?
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Question sourced from Polymarket on 5 Nov 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.