EU to require Google to give ChatGPT, Claude same Android features as Gemini

The EU will issue guidelines requiring Google to give ChatGPT and Claude the same Android features as Gemini. The likelihood of Google having the top AI model by June 2026 sits at 27.0% YES, down from 29% yesterday.

This falls under the Digital Markets Act, which targets interoperability and data sharing on Android. The market for Google to have the top AI model by June 2026 is at 27.0% YES, a modest drop from 29% yesterday but up from 16% a week ago. The largest move was a 1-point drop at 6:06 PM.

Trading volume is low, with $13 in actual USDC traded daily. The market is thin enough that $47 can shift the price by 5 points. That means a single large order could cause sharp swings.

The EU’s guidelines would force Google to share Android-level AI integration with competitors, which could weaken Google’s distribution advantage for Gemini. A YES share at 27¢ pays $1 if Google tops the leaderboard by June 2026, a 3.7x return. That bet makes sense if you think Google’s model quality will outpace rivals regardless of regulatory changes to Android access.

Watch for Google’s formal response to the guidelines and any movement on the LMSYS Arena leaderboard. Statements or product announcements from Sam Altman or Demis Hassabis could also shift expectations around relative model performance.

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