WGOOG

Google — Tech Science, inside six months — the basket

SlateExperimentalStanding

The real markets behind this index, across every venue that lists them, tracked as one spread. Instead of reading a single contract, you read the theme — which is what a multi-week position is actually exposed to. Each holding links straight to its venue; W.E.T. never handles orders, you trade at the exchange.

No level published for this basket

No level published — the replayed series does not reconcile with this book. The replay ends +69.5% from base while the book's own closed and open positions give +136.3% — a 67-point disagreement. This book's units were resized by a rebalance without a new open date, so its day-one sizing is not recoverable from anything on disk and the history cannot be replayed honestly. A refusal is publishable; a wrong level is not.

Basket level · official print13 held · close 2026-11-05
No level publishedbase 1000

hypothetical · mid marks · before fees, spread and slippage

Basket performance

hypothetical · mid marks · before fees, spread and slippage
Basket total return
—
Since inception
—
Cost to cross
—
Holdings marked
53.8% of 13
1 day
—
7 day
—
Markets held
13
Settled
0
Rebalanced out
0
Hit rate
—
Cash
—
Inception
2026-08-18
Weighting
Equal notional
Marks
Two-sided mid
Days tracked
0

Equal notional from each holding’s inception mark, re-marked at the two-sided mid. Percentages only, size-blind — never a cash figure and never a performance claim.

Cost to cross is the weighted half-spread at the touch on the newest mark tape: what entering at the quote rather than the midpoint would have cost. It is the price of the FIRST unit and says nothing about the tenth — the resting size beside each holding is published so a reader can judge whether their own size fits. It is not deducted from any return above.

A published measurement of what these markets did together. Not an account, not directly investable; W.E.T. never handles orders.

Holdings · 13 markets

held since 2026-08-18 · the reading above is computed over today's roster, which differs
MarketNowReturn
  • Will Google have the best AI model at the end of December 2026?polymarket · YES · entry 7c62c+778.6%↗
  • Will Google be the first company to have an AI model hit 1550 on Chatbot Arena in 2026?polymarket · YES · entry 8c33c+333.3%↗
  • Will Google be the second-best Math AI lab at the end of October 2026?polymarket · YES · entry 54c13 sessions stale49c−9.3%↗
  • Will the highest score achieved by a Google Gemini model on Humanity’s Last Exam in 2026 be 70% or higher?polymarket · YES · entry 8c4c−49.4%↗
  • Google x SpaceX agree to put data centers in space by December 31?polymarket · YES · entry 11c9c−18.2%↗
  • Will the next Google Gemini Pro model debut with a Humanity’s Last Exam score of 50% or higher?polymarket · YES · entry 71c11c−84.4%↗
  • Will Google be the #3 AI Lab at the end of October 2026 (Style Control On)?polymarket · YES · entry 35c13 sessions stale6c−81.6%↗
  • Will the highest score achieved by a Google Gemini model on Humanity’s Last Exam in 2026 be 50% or higher?polymarket · YES · entry 73c13 sessions stale94c+29.5%↗
  • Will the next Google Gemini Pro model debut with a Humanity’s Last Exam score of 45% or higher?polymarket · YES · entry 88c13c−85.1%↗
  • Will the next Google Gemini Pro model debut with a Humanity’s Last Exam score of 40% or higher?polymarket · YES · entry 91c13c−86.0%↗
  • Will Google be the #2 AI lab at the end of October 2026?polymarket · YES · entry 35c13 sessions stale25c−28.6%↗
  • Will Google be the second-best AI lab at the end of October 2026?polymarket · YES · entry 35c13 sessions stale27c−24.3%↗
  • Will Google be the third-best AI lab at the end of October 2026?polymarket · YES · entry 32c13 sessions stale2c−92.7%↗

All markets resolve YES · 5 of 13

a computed statistic about this watchlist — not an instrument, not offered anywhere

The chance that every one of these markets resolves YES. It is the mathematical opposite of the basket above: the basket is a weighted mean, where one loss doesn't zero it; this is a product, where every market must land. Same markets, opposite risk shape — which is the whole reason to show them together.

The markets shown are this index's most likely holdings, added while the joint probability stays above 1%. Ranking by portfolio weight instead would be arbitrary here, since equal-notional weights are near-identical by design.

If independent
2.44%
Π of the individual probabilities
True range · any correlation
0.0–26.5%
Fréchet–Hoeffding bounds · 26.5pp wide
YESWill the highest score achieved by a Google Gemini model on Humanity’s Last Exam in 2026 be 50% or higher?94%
YESWill Google have the best AI model at the end of December 2026?62%
YESWill Google be the second-best Math AI lab at the end of October 2026?49%
YESWill Google be the first company to have an AI model hit 1550 on Chatbot Arena in 2026?33%
YESWill Google be the second-best AI lab at the end of October 2026?27%

Multiplying probabilities assumes the markets are independent — which is precisely wrong for markets grouped by a shared theme, since correlation is why they sit in one index. The range is therefore the honest answer: the true joint probability sits inside it under any correlation structure, with no covariance estimate required.

This is a statistic, not a product. W.E.T. does not offer, quote, accept or route a combined position in these markets, and no venue is quoting one here — the figures are computed by W.E.T. from individual market prices. Each market above trades on its own venue, individually, at the links in the holdings table. Data, not advice.

How to read this

The basket holds equal notional in each market from its inception mark, so every holding counts equally in return terms rather than the biggest contract dominating. The level is that combined position, re-marked daily at the two-sided mid and rebased to 1000. Settled markets convert to cash at their payoff and wait for the next monthly review.

This is a published benchmark, not an account and not a product: the index is not directly investable. Marks are mid quotes before fees, spread and slippage, and no capacity limit is assumed — a real position would differ. W.E.T. is not an exchange and never handles orders. Data, not advice. Full methodology.