As we head towards the 2026 elections, information feels shaky. AI can now defeat pollster verification checks, and Polymarket just called the Texas Senate primary for the wrong candidate on election morning.
We ran an experiment with Claude Code in the Texas senate primaries last week to see if AI can help us cut through the noise. Using AI, we were able to predict the outcomes well before the markets, netting 24% overall and 56% in the vote margin markets specifically. We crushed!
But the way AI helped us was surprising! Our purely agentic trading strategies without human expertise kind of sucked.
Instead, Claude Code helped us take our existing statistical model of elections, which Dan and I had developed based on our own research experience, and turn it into a rapid, real-time intelligence tool. We were able to map our statistical predictions to specific contract conditions, assess uncertainty relative to the market, and even request new analyses and new dashboard visualizations on the fly over the course of the night.
Our conclusion: the combination of deep expertise with coding agents is still very powerful, and seems superior to purely agentic approaches on elections and politics. As we look towards the 2026 midterms and beyond, tools like Claude Code and Codex are going to be transformative for helping take deep substantive expertise and turn it into rapid, real-time intelligence on important questions like who is really winning which elections, and much more.
Joint work with
@danmthomp -- check out the full piece linked below.