~48% · $220K/day
Will Apple Intelligence (on-device AI) reach 500M active users in 2026?
On-device AI adoption — iPhone upgrade cycle driver
AI Prediction Markets
Apple Intelligence 500M users at 48%, AAPL $250 at 44%, new Siri at 55%, Vision Pro 5M at 28%, AI search replacement at 32%. Apple prediction markets on Polymarket track every major product and AI milestone — compare cross-venue Apple odds in one search.
~48% · $220K/day
On-device AI adoption — iPhone upgrade cycle driver
~44% · $290K/day
Current ~$195 — AI supercycle thesis
~55% · $180K/day
Siri overhaul — using LLM technology
~28% · $160K/day
Spatial computing mass-market test
~32% · $210K/day
DOJ antitrust fallout — Apple builds own search?
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Google search deal at risk — Apple AI search alternative
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Bing could replace Google on Apple — MSFT upside scenario
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Full AI prediction market index across all venues
Active Apple prediction markets cover: Apple Intelligence reaching 500M users (~48%), AAPL stock hitting $250 (~44%), a new Siri AI assistant launch (~55%), Vision Pro 2 selling 5M units (~28%), and Apple building its own AI search to replace Google (~32%). The Apple-Google search deal replacement market is particularly fascinating — if DOJ remedies force changes, Apple could switch to Bing, Perplexity, or build its own AI search.
Apple Intelligence prediction markets price 500M active users at ~48% in 2026. Apple Intelligence requires iPhone 15 Pro or newer (A17/M-series chips), which limits initial addressable market to ~300M existing compatible devices. Prediction markets are pricing whether AI features drive enough new iPhone purchases to reach the 500M threshold — a real question since the features are available via software update on compatible devices already owned.
Prediction markets price AAPL hitting $250 at ~44% in 2026, with Apple currently near $195. The $250 target represents a ~28% gain. The thesis: Apple Intelligence drives iPhone 16 Pro adoption, Services revenue continues growing at 15%+, and Vision Pro 2 demonstrates a new product category. The risk: Google search deal loss ($20B/year) and limited AI differentiation from Android. These opposing forces explain the near-50/50 market price.
The DOJ antitrust case against Google identified the Apple default search deal (~$20B/year) as anticompetitive. If the deal is ended, Apple faces a choice: switch to Bing/Perplexity, build its own AI-native search, or create a hybrid. Prediction markets price Apple building or deploying its own AI search at ~32% in 2026. This market is closely watched alongside the Google default search deal loss market (~28%).