[HN Gopher] OpenAI fires an employee for prediction market insid...
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       OpenAI fires an employee for prediction market insider trading
        
       Author : bookofjoe
       Score  : 262 points
       Date   : 2026-02-28 13:46 UTC (9 hours ago)
        
 (HTM) web link (www.wired.com)
 (TXT) w3m dump (www.wired.com)
        
       | bookofjoe wrote:
       | https://archive.ph/FOet2
        
       | xrd wrote:
       | A fun aside: this person obviously created a bunch of new Bitcoin
       | accounts to hide their activity.
       | 
       | It makes you think that if you were able to surreptitiously add
       | malicious side channel software into a popular npm package that
       | you wouldn't just need to hunt for crypto wallets with balances.
       | 
       | You could also probably find a market for crypto wallets with
       | small balances or zero balances. The history and date of creation
       | would be the value to some.
       | 
       | This openai employee should have gone on the dark web to buy
       | older addresses to cloak their activity.
       | 
       | It's sad to say that almost all crypto use cases point to fraud.
       | I'm excited about crypto and there is some fascinating research
       | around anonymous transactions (like zcash). But, that real
       | utility is always overshadowed by the actions of charlatans or
       | worse.
        
         | 0x3f wrote:
         | I don't really understand. You can create wallets at will. What
         | would be the value of one that someone else happened to create?
        
           | xrd wrote:
           | If it has a small transaction history it obscure the owners
           | intentions. An address created right before a wager is
           | obviously for one purpose.
        
             | 0x3f wrote:
             | Right but if you have the forethought to go buy such a
             | wallet, you could just make one yourself in advance and
             | create a transaction history.
             | 
             | Although I would argue that even this doesn't have much
             | value. It's not a big problem that people know "there
             | exists an insider at OpenAI". There are plenty of employees
             | there that shield you from being discovered.
             | 
             | In fact it would be so difficult to find this person among
             | them, assuming the most basic opsec, that I'm highly
             | skeptical they actually fired anyone. I would sooner assume
             | this is just an announcement designed to discourage the
             | behavior, since no specifics are provided.
        
               | xrd wrote:
               | You are giving a lot of credit to this criminal. I really
               | doubt they thought about this long in advance of the
               | crime. Are you suggesting they got hired at openai so
               | they could make calculated wagers at Kalshi? This was
               | more likely a crime made impulsively.
        
               | 0x3f wrote:
               | First of all I'm not sure what they did is criminal. And
               | it would have been Polymarket.
               | 
               | Nonetheless, you can just be a pre-existing OpenAI
               | employee. As long as you take basic precautions, they (as
               | in, OpenAI), are not going to be able to find out it was
               | you.
        
           | TZubiri wrote:
           | Aged accounts, shell companies, it's a market
        
             | 0x3f wrote:
             | Not in this context it's not. Companies can't create
             | Polymarket accounts. Polymarket accounts are just email
             | addresses or alternatively crypto wallets. And there's no
             | purpose I can imagine to aging them.
        
         | dontknowbtc wrote:
         | > created a bunch of new Bitcoin accounts to hide their
         | activity
         | 
         | tell me you don't understand crypto without telling me you
         | don't understand crypto.
        
         | ruined wrote:
         | you can't "change the password" on a wallet, so a "used" wallet
         | is highly unattractive. anything you put in it could be taken
         | by the original keyholder who sold it to you.
        
           | asah wrote:
           | just move it to a new wallet
        
           | JasonADrury wrote:
           | Oh but you can. You can swap out the seed and generate any
           | new addresses using that.
           | 
           | Yes, the old _addresses_ will be compromised. That 's fine.
           | The point is that nobody can tell that you aren't actually
           | using the same keys to generate new addresses anymore.
        
             | pclmulqdq wrote:
             | This is no different on the outside from making a new
             | account.
        
         | MarceliusK wrote:
         | What investigators often look for isn't just wallet age, but
         | funding patterns, timing, and linkages between wallets
        
       | chazftw wrote:
       | That's pretty common, you may think you own the data you work on,
       | but you don't. It's proprietary confidential.
        
         | re-thc wrote:
         | > you may think you own the data you work on, but you don't
         | 
         | It's called <open>AI.
        
         | dgellow wrote:
         | why would you think you own data you work on
        
         | 0xTJ wrote:
         | Who would think that? At every corporation where I've worked
         | it's been explicit in both the contract and in HR training that
         | this is explicitly not allowed.
        
       | cjonas wrote:
       | Insider trading is so trivial on the prediction markets. I'd
       | guess that it's actually the "feature" that results in the
       | outcomes being so accurate.
        
         | crazygringo wrote:
         | Yup. There are good reasons why it's a problem in financial
         | markets but NOT usually a problem in prediction markets:
         | 
         | https://www.economist.com/leaders/2026/02/18/why-insider-tra...
         | 
         | > _In prediction markets, informed trading is not a crime or an
         | injustice--it is a valuable service._
         | 
         | A big exception, however, is using prediction markets to make
         | predictions on events regarding publicly traded companies.
        
           | rfv6723 wrote:
           | The concept of a valuable service falls apart if players can
           | influence the actual event. Without equal footing and basic
           | honesty, you aren't measuring reality so much as you are
           | subsidizing those with the power to manipulate it.
        
             | crazygringo wrote:
             | Yup. That is the other big exception described in the
             | article.
        
             | deadbabe wrote:
             | There's a feel good story where a parent can't afford a
             | very expensive medical procedure to save a child, so
             | someone tells them to place a massive bet in a prediction
             | market for a certain event that may happen, and then they
             | make it happen, therefore siphoning off money from the
             | other gamblers for a good cause. Just a small way everyday
             | people use the system against itself as a way to survive.
        
           | notepad0x90 wrote:
           | why are publicly traded companies special? The speculation is
           | not on securities.
           | 
           | You're not participating in a "market" (even though they call
           | it that), you're purely gambling and speculating. People have
           | been doing this since currency was a thing. Even gambling
           | laws don't apply in my opinion. If I told you the government
           | will publish evidence of aliens existing tomorrow, and we
           | make a bet on it, that's not really gambling, it's not so
           | much a game of choice as it is a competition of who can
           | predict things better. The other person might have insider
           | knowledge, but it's up to you to either take on that risk or
           | assume despite that your knowledge about the topic will
           | overcome their potential insider knowledge.
        
             | danny_codes wrote:
             | It's literally gambling what are you talking about
        
           | mlsu wrote:
           | Prediction markets have only events whose outcome is
           | eventually publically resolved, by design. With insider
           | trading, the trader is incentivized to release the
           | information as late as possible, as close as possible to the
           | events.
           | 
           | Why are these big insider bets being placed within hours of
           | the event actually occurring? The insiders are doing the
           | equivalent of bid sniping -- waiting until the last possible
           | moment to exercise.
           | 
           | This is how inside info works in trading markets in general.
           | And again this is inevitable and by design.
           | 
           | It also makes them largely useless, because the timeline for
           | which useful position is shared is compressed to the point
           | where nothing useful can be gleaned from the information.
           | 
           | The thing is a "lie incentiviser" -- a market entirely for
           | suckers. That's why 95% of volume is sports betting.
           | 
           | That's setting aside insider positions having an influence on
           | the outcome of events which is a whole separate problem.
        
             | crazygringo wrote:
             | > _Why are these big insider bets being placed within hours
             | of the event actually occurring?... It also makes them
             | largely useless_
             | 
             | They're not, usually. The more the outcome seems unlikely
             | at first, the more you're incentivized to place your big
             | bet _earlier_ , when the odds seem worse, because you'll
             | make a ton more money.
             | 
             | When these bets are placed only a few hours beforehand,
             | that's often because the actual decision hasn't actually
             | been _made_ until then.
             | 
             | And there are plenty of areas where having notice of an
             | hour or two is still hugely vulnerable.
        
         | tyre wrote:
         | Yes and no.
         | 
         | If you see prediction markets as how they were originally
         | pitched (price ~approximating likelihood), then insider trading
         | is good. It provides discovery.
         | 
         | If you look at what prediction markets are today (gambling,
         | especially on sports, especially in states that have banned
         | it), then insider trading is bad. Particularly when the people
         | trading can influence the outcome (e.g. a pitcher purposefully
         | throwing into the dirt.)
        
         | idiotsecant wrote:
         | Of course. The point is not to make individual players money
         | (that does sometimes happen as a side effect) it's to leverage
         | their greed to find truth.
        
           | ambicapter wrote:
           | Except it's not "truth" as much as it is whatever has the
           | most financial incentive to happen.
        
             | idiotsecant wrote:
             | To some approximation, the two are the same.
        
         | MarceliusK wrote:
         | Prediction markets are probably most "accurate" when at least
         | some participants have genuinely superior information
        
       | rapind wrote:
       | Bad leaders get bad followers.
        
       | helsinkiandrew wrote:
       | Interestingly Kalshi has 'banned' insider trading, whilst
       | polymarkets often tweets that some of their users must have
       | inside information
       | 
       | https://news.kalshi.com/p/kalshi-trading-violation-enforceme...
       | 
       | https://x.com/polymarketmoney/status/2001056273500954784?s=4...
        
         | Analemma_ wrote:
         | Manifold actually explicitly encourages insider trading,
         | arguing that it leads to more accurate pricing. This was
         | possibly defensible back when it was a cute funtime project run
         | by a Bay Area polycule, but it's probably going to get them in
         | deep shit sooner or later, even though they don't even use
         | real-money betting.
        
           | sir0010010 wrote:
           | Though Manifold only uses their non-withdrawable play
           | currency Mana.
        
           | cc-d wrote:
           | The SEC only exists for dad to frame people.
           | 
           | The vast majority of insider trading schemes are not
           | prosecuted, many leave no evidence trail at all without going
           | deep into black-op classified territory.
        
             | tyre wrote:
             | Prediction markets are regulated by the CFTC in the US.
             | 
             | Your point stands, for now at least, since the CFTC seems
             | entirely uninterested in prosecuting or regulating.
        
               | cc-d wrote:
               | Thanks for making me aware of another federal agency :)
               | 
               | Seems to me prosecuting or regulating this sort of
               | activity is futile, and pretty much serve only the
               | interests of the mob. These markets make additional data
               | open source, which otherwise might exclusively belong
               | only to mob, so that's pretty cool. We democratized
               | buying airstrikes.
               | 
               | It You may know how bad things really are, but if you
               | don't, the lawboys are pretty much just playing pretend
               | at this point, and have been for a while.
               | 
               | Mob wants me to add: if you try to buy an airstrike with
               | our very based and functional cryptocurrency systems, you
               | will probably just find mob. We have mob priced in,
               | anybody with a significant amount of cryptocurrency knows
               | this too.
               | 
               | It's not as simple as "buy an airstrike" comrade (we are
               | referencing the person writing this post)
        
       | seydor wrote:
       | I can't believe these markets are still legal
        
         | morkalork wrote:
         | Why would Washington ban their staffers' bonus program?
        
       | senkora wrote:
       | EDIT: I am wrong, see children
       | 
       | > The employee, she said, "used confidential OpenAI information
       | in connection with external prediction markets (e.g.
       | Polymarket)."
       | 
       | Note that "insider trading" is not illegal on prediction markets.
       | The particular issue here is that the employee "disclosed"
       | confidential information on a public forum by influencing the
       | prices assigned to certain outcomes by prediction markets.
        
         | agency wrote:
         | I don't think this is true, though enforcement is another thing
         | and the standard is different than in securities markets.
         | Prediction markets are regulated by the CFTC and the insider
         | trading standard is "misappropriation of confidential
         | information in breach of a pre-existing duty of trust and
         | confidence to the source of the information" (vs any "material
         | non-public information" for securities)
         | https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstateme...
        
         | qoez wrote:
         | It is most definitely against the rules of the sites and
         | illegal, especially on kalshi
        
       | 7777777phil wrote:
       | 77 suspicious positions across 60 wallets, 13 brand-new accounts
       | appearing 40 hours before the browser launch. First confirmed
       | case of a major tech company firing over prediction market
       | trades.
       | 
       | I wrote about why prediction markets have a structural insider
       | trading problem that nobody's solved yet:
       | https://philippdubach.com/posts/the-absolute-insider-mess-of...
        
         | throwaway5752 wrote:
         | Prediction markets exist to bypass gambling restrictions and
         | monetize insider trading. It isn't a problem, it is their
         | raison d'etre.
        
           | gtowey wrote:
           | Jinx!
        
           | juleiie wrote:
           | Yeah but someone has to give the money to the insider
           | traders.
           | 
           | Betting and insider gambling wouldn't work if people were
           | educated and just didn't gamble and so never used these
           | platforms in the first place.
           | 
           | It's an old question of whether government is responsible to
           | protect people from themselves or should we give everyone
           | freedom to go bankrupt in this specific way if they so
           | desire.
           | 
           | I don't know if there is a healthy way to gamble really. With
           | drugs and substances at least there is some continuous
           | spectrum but you either gamble your money or not.
        
             | logicchains wrote:
             | >I don't know if there is a healthy way to gamble really.
             | 
             | The majority of gamblers keep it within limits, only a
             | small minority lack that control and inevitably end up
             | impoverishing themselves.
        
               | juleiie wrote:
               | The majority of people can't even control their daily
               | screen time, yet we are supposed to believe they can
               | masterfully restrain their urges when money and dopamine
               | are on the line? Nothing I've seen indicates human
               | impulse control is that bulletproof. Furthermore, the 'I
               | have it under control' narrative isn't proof of a healthy
               | habit; it's practically the universal slogan of active
               | addiction.
        
             | somenameforme wrote:
             | Many, I suspect the overwhelming majority, of the markets
             | are impossible to engage in insider trading in. So it's
             | genuinely just an interesting way to monetize expertise.
             | Chess is a great example. A lot of the money in that market
             | is people turning on the latest chess engines and betting
             | in accordance to position evals, but skilled players can
             | see much more - like how a position that the computer gives
             | as a dead drawn is, in reality, extremely difficult for one
             | side to hold. So the market might give near 50% when it's
             | perhaps more like 65/35. That's quite a large edge. There's
             | also quite a lot of opportunities for arbitrage betting,
             | which is by definition risk free.
        
           | somenameforme wrote:
           | Would you not say that somebody could equally cynically
           | describe options trading in this way?
           | 
           | Prediction markets are very valuable because they provide
           | information on issues that's generally much more accurate
           | than alternative sources, such as polls. For instance
           | Polymarket predicted 94% of the results for the 2024 election
           | a month out, including the presidential. It can also provide
           | more information than the news. For instance the chances of
           | Khamenei being out as Supreme Leader of Iran by March 31st
           | just skyrocketed up to 78%. That tells me far more than the
           | various news sites minute by minute coverage.
        
             | throwaway5752 wrote:
             | Help me understand the relatively regulatory frameworks
             | around each activity.
        
           | ThePowerOfDirge wrote:
           | Gambling = investing. Buying stocks is also gambling. Share
           | buybacks, dividends, fancy words for forking money from
           | workers to some joe schmoe that bought a lottery ticket,
           | i.e., a stock.
        
             | tjwebbnorfolk wrote:
             | A stock is ownership in a business, same as ownership in a
             | house. It is an asset that you own.
             | 
             | When you bet on blackjack or the superbowl, you own nothing
             | and are simply wagering on the outcome of an event.
             | 
             | Gambling and equity ownership are not the same.
        
               | dilyevsky wrote:
               | There's more to stock trading than just "buy and hold".
               | Not all investing has gambling motivations but it is
               | absolutely used as gambling tool by many
        
         | gtowey wrote:
         | Insider trading is the raison d'etre of these products.
        
           | Hamuko wrote:
           | Yeah, Polymarket is explicitly advertising this.
           | 
           | > _Research shows prediction markets are often more accurate
           | than experts, polls, and pundits. Traders aggregate news,
           | polls, and expert opinions, making informed trades. Their
           | economic incentives ensure market prices adjust to reflect
           | true odds as more knowledgeable participants join._
           | 
           | > _If you're an expert on a certain topic, Polymarket is your
           | opportunity to profit from trading based on your knowledge,
           | while improving the market's accuracy._
           | 
           | You know what's a great knowledgeable participant? An
           | insider.
        
             | gtowey wrote:
             | I have come to the opinion that every successful tech
             | company is basically just an arbitrage scheme to avoid
             | regulations and extract value based on that advantage.
             | 
             | Airbnb for unlicensed hotels. Uber for unlicensed taxis.
             | Amazon for whitewashing fraudulent products. Bitcoin for
             | unlicensed securities and laundering money.
             | 
             | The pattern is upsetting.
        
               | logicchains wrote:
               | From an economic perspective the majority of those
               | regulations destroy economic value and those companies
               | are unlocking value by finding clever ways around them.
        
               | gtowey wrote:
               | No, they just shift the economic downsides to someone
               | else so they can collect the difference. That's what I
               | mean by arbitrage. Someone always pays the price, and now
               | it's you and I.
        
               | Imustaskforhelp wrote:
               | I agree, once they have bypassed regulations, they use
               | that to essentially rent-seek from their monopoly/their
               | unique position where the rent is paid by us public.
               | 
               | Their behaviour is very rent-seeking imo and at moments
               | like these, its best to remind us that even the father of
               | Capitalism, Adam Smith didn't like landlords
               | 
               | Had to search up some quotes from adam smith right now
               | but here's a relevant one (imo) to this discussion:
               | 
               | "[the landlord leaves the worker] with the smallest share
               | with which the tenant can content himself without being a
               | loser, and the landlord seldom means to leave him any
               | more." - Adam smith
        
               | holmesworcester wrote:
               | That's not always true. Regulations increase the cost of
               | transacting and make ranges of transactions non-viable,
               | just like a tax.
               | 
               | So there is "dead weight loss", where transactions that
               | would have been mutually beneficially and socially
               | productive are eliminated by the regulation, and restored
               | when somebody finds a loophole, restoring the individual
               | and social benefit.
               | 
               | The world is not zero sum!
        
               | Imustaskforhelp wrote:
               | I can't say this for the companies listed above but
               | atleast within the realm of social media, they also want
               | to bypass regulations and well, we all know how's it
               | going.
               | 
               | On a long term, I do feel like there will be a drop in
               | producitivity, thus destruction of economic value because
               | of lack of enforcement of policies/such companies having
               | reckless attitude about them.
               | 
               | Many of the products listed above actually seem to be
               | very rent-seeking in my opinion (IIRC Someone on HN once
               | said that from their personal experience talking to
               | drivers, uber takes an approximate at the very least 40%
               | cut or more)
               | 
               | (This might be a little off-topic?_ but one thing I think
               | about tech regulations is that Facebook used to see if a
               | young girl/minor girl took a selfie and then if they
               | don't upload it, detect that she was insecure and then
               | try to show them face beauty recommendations.
               | 
               | These girls can be our sisters/daughters fwiw. Facebook
               | profits from insecurity/rage-bait and I would say that
               | many social medias are the same as well, its just that
               | the facebook example to me feels so eggregious and should
               | be a uniting front for many to agree that there's a
               | problem indeed.
               | 
               | You will be right when you say economical value is
               | generated from profiting from insecurity/bypassing
               | regulations but at what cost?
        
               | Natfan wrote:
               | i can find clever ways around d crippling debt, its
               | called robbing a bank at gunpoint
        
               | parineum wrote:
               | That's what happens when the majority of people don't
               | actually support the regulations.
               | 
               | If people thought it was wrong to be an unlicensed airbnb
               | or uber, they wouldn't use them. In reality, those
               | regulations are mostly protection rackets and most people
               | don't care about violating them.
        
               | lokar wrote:
               | People were (and mostly still are) very opposed to Airbnb
               | rentals in their neighborhood.
        
               | aleph_minus_one wrote:
               | ... but the customers of these Airbnb rentals are not.
               | :-)
        
               | jquery wrote:
               | People support anti-pollution measures yet corporations
               | still choose to pollute. Curious.
        
               | iso1631 wrote:
               | People whose houses are robbed are against robbery,
               | people who rob houses are very much for it.
        
               | vlovich123 wrote:
               | That's a false analogy.
               | 
               | You have two parties who want to enter into a contract
               | and a third party unrelated to the contract that doesn't
               | for whatever reason. Just based on contract law and
               | common sense the unrelated party shouldn't have standing.
               | Now if there's externalities to the contract that impact
               | that unrelated party sure, but only insofar as to get
               | those externalities addressed.
               | 
               | This is not the same as a robbery which involves no
               | contract or a willing counterparty to the robbery.
        
               | lokar wrote:
               | Yeah, IME, if the guests of the rental acted exactly like
               | locals, and the units were not removed from the local
               | housing supply (not sure how that could be), or the local
               | housing supply was in excess to the needs of the
               | population (not sure where that is), it would be fine.
        
               | ajkjk wrote:
               | that's the point of the regulations...
        
               | parineum wrote:
               | That's none of their business.
               | 
               | There are already laws in place against the kinds of
               | behavior that neighbors are afraid will happen.
        
               | lokar wrote:
               | Noise, litter, etc, "nuisance" laws are on the books, but
               | mostly depend on people following them voluntarily. The
               | local authorities don't have the time/staff to
               | investigate and resolve them all the time.
        
               | gtowey wrote:
               | I disagree. When you give people strong economic
               | incentives to ignore morality, some people will. Not all,
               | but enough to make a hash of things. In any population
               | there will be some people who will do things they know
               | are wrong just to get ahead.
               | 
               | For Airbnb landlords I'm sure the thought process goes
               | like " I'm just one person so I can't be having enough of
               | an impact to be a problem. And besides, I _need_ the
               | money. " But then enough people pile on and in aggregate
               | they ruin the local housing market. But nobody thinks
               | that they themselves are culpable
        
               | twoodfin wrote:
               | I'm struggling to understand the moral character of taxi
               | service regulatory capture and monopolization.
        
               | tstenner wrote:
               | Your taxi crashes because the driver skipped brake
               | maintenance and his insurance doesn't reimburse you for
               | your hospital costs because commercial transportation
               | isn't covered. Sure would be nice to have some minimum
               | requirements for taxis.
        
               | twoodfin wrote:
               | If maintenance schedules and insurance regulations are
               | "moral" issues, what isn't?
        
               | jquery wrote:
               | This is certainly the most uncharitable way to think
               | about it.
               | 
               | I see a prisoner's dilemma where people often support
               | regulations even if on an individual basis they would
               | personally violate them, because they prefer living in a
               | the less chaotic society. For example anti-dumping
               | regulations... the expected value for any given
               | individual is +EV, but when everyone is dumping, it's a
               | big -EV
        
               | jacquesm wrote:
               | The perfect example is speed limits: everybody thinks
               | they're good and yet they all seem to classify all other
               | drivers into two categories: slowpokes and maniacs.
               | 
               | Nobody seems to be able to agree on what a responsible
               | set of rules is around the speed of vehicles.
        
               | ajkjk wrote:
               | This is entirely made up? Most people are totally fine
               | with speed limits being what they are and don't say
               | anything about it.
        
               | jacquesm wrote:
               | Oh, that explains the massive difference in speed limits
               | from one country to another then, especially if they're
               | next door neighbors.
        
               | JasonADrury wrote:
               | In the sense that they don't care what the sign says when
               | it comes to their own driving? Sure.
        
               | yuliyp wrote:
               | That's because they are slowpokes and maniacs: In a
               | decently flowing road, the majority of distinct cars you
               | see are either moving significantly faster or slower than
               | you (and the more extreme the difference the more likely
               | you are to see them). Of cars that go at a similar speed
               | to you, they approach you / you approach them more slowly
               | so you'll see fewer of them.
        
               | BostonFern wrote:
               | That's interpreting a failure to fight to preserve ethics
               | as an internal rejection when it could be explained by a
               | lack of fighting spirit, either because the fight seems
               | impossible or the given hill not worth dying on. Another
               | interpretation would be a comfort-oriented, avoidant, and
               | possibly cynical culture facing a power imbalance.
        
               | ajkjk wrote:
               | that can't be right. If 90% of people are anti-airbnb and
               | the other 10% are pro-airbnb then the 10% just open all
               | the airbnbs.
        
               | staplers wrote:
               | Bitcoin is not a company
        
             | fsckboy wrote:
             | > _Yeah, Polymarket is explicitly advertising this_
             | 
             | no, they are not.
             | 
             | you might have been an insider working on the Apple Newton,
             | and being enthusiastic about it you might have broken the
             | rules and traded on your "knowledge"... and you would have
             | lost your shirt. Same with your very knowledgeable
             | enthusiasm about myriad other technologies. Ever wonder why
             | Wall St doesn't show up at HN asking everybody's opinion
             | about AI in order to leverage that info into billions?
             | 
             | an important element of "the wisdom of crowds" is many bits
             | of microknowledge. How many Teslas will be sold next year
             | is very dependent on how much the people who buy Teslas
             | will earn next year (or how secure they will feel in their
             | jobs) _working in myriad other industries that have nothing
             | to do with Tesla_ , along with the price of lithium, tires,
             | and even ... wait for it... gasoline.
             | 
             | Polymarket's words you quote can just as likely refer to
             | the wisdom of crowds. Or even, and this is the subtle part:
             | Polymarket's insiders may believe, like you, that they are
             | creating a market to trade on inside information, and yet
             | they, like you, could be made wrong by the superior sum
             | knowledge of the crowd exerting its invisible hands all
             | together to tank your Apple Newtons.
        
               | pigeons wrote:
               | >Yeah, Polymarket is explicitly advertising this
               | 
               | Yes they are. Polymarket has an ad glorifying a
               | "fictional" scenario where someone gets a job as a
               | janitor in a video game company to bet on related events
               | in polymarket
        
           | holmesworcester wrote:
           | Isn't insider trading on a prediction market only wrong to
           | the extent the insider is violating some duty of secrecy to
           | the company?
           | 
           | And isn't that just between them and their company in a case-
           | by-case sense?
           | 
           | If there was some valuable-to-the-public information that the
           | company did not care about keeping private but just hadn't
           | bothered to make public, for whatever reason, and an insider
           | traded on it on a prediction market, that would only benefit
           | the public's interest in information and would not violate
           | any duty to the company. It'd be a pure win for everyone.
           | 
           | It seems unfair to other traders, the way it would be in the
           | stock market, but in prediction markets (unlike the stock
           | market) all participants are _explicitly_ taking on the risk
           | that somebody else might have better access to information
           | than they do. So it 's not subverting the system in the way
           | we have decided it does in stock markets.
           | 
           | A lot of commenters are getting the wrong take here by
           | looking at this like it's a stock market where there is some
           | society-level interest in giving participants protection from
           | having less information than insiders. It's just a different
           | thing.
        
             | gtowey wrote:
             | The thing is you're still thinking of these insiders as
             | someone who just got a juicy stock tip from a relative.
             | 
             | The much more serious problem is when these insiders
             | actually have their hands on the levers which decide the
             | outcome. It's really no different than a mobster who bets a
             | bunch on money on an unlikely outcome then threatens one
             | side to throw the match.
             | 
             | What possible economic benefit is there to society to allow
             | ordinary people to bet in markets like that?
             | 
             | Would you really like to live in a world where "Will we
             | nuke Iran?" Is a bet you can make? Then someone in
             | government sees how much money they could make if they bet
             | yes & push the button?
        
               | tgsovlerkhgsel wrote:
               | This is the entire idea behind the concept of
               | "assassination markets" - "prediction" markets on
               | assassinations that are just thinly veiled ways to
               | crowdsource murders by taking bets that you expect to
               | lose against an "insider" (the killer).
        
               | parpfish wrote:
               | It doesn't need to be as high stakes as assassination.
               | Any public figure could have a free-money loophole with
               | all the stupid bets on things like whether a certain word
               | would appear in a speech.
               | 
               | If I were famous I could start a pool betting on whether
               | I would post a picture of a my lunch this week. I could
               | stake whichever side has the biggest payout and then just
               | make it happen
        
               | slg wrote:
               | And we already have laws against this stuff when it is
               | traditional gambling. For example, a couple MLB
               | players[1] are currently facing 65 years in prison
               | because they would occasionally waste a pitch at the
               | directions of gamblers netting them a few thousand
               | dollars each time they did it. For those not familiar
               | with baseball, a starting pitcher generally throws
               | between 80-100 pitches a game and a reliever throws
               | roughly 10-30. This is basically as low stakes as a
               | sports bet can get, so it makes it all the more
               | attractive to attempt because it feels less like a
               | compromising of morals with the less the participant
               | actually needs to sacrifice.
               | 
               | These prediction markets are now giving even more people
               | the opportunity to make a small ethical compromise in
               | exchange for non-trivial amounts of money without any of
               | the potential legal repercussions of traditional markets
               | or gambling. That type of ubiquitous corrupting influence
               | can't be good for the health of society.
               | 
               | [1] - https://www.cbssports.com/mlb/news/guardians-
               | closer-emmanuel...
        
               | jacksnipe wrote:
               | Futures contracts were a mistake, god damn
        
               | MarceliusK wrote:
               | I think this is mixing up two different things: influence
               | and knowledge
        
             | tyre wrote:
             | > Isn't insider trading on a prediction market only wrong
             | to the extent the insider is violating some duty of secrecy
             | to the company?
             | 
             | Yes.
             | 
             | Prediction markets, for corruption reasons, are regulated
             | by the CFTC. In commodities markets, actors are _assumed_
             | to be making trades based on propriety information. Hedging
             | is the whole purpose!
             | 
             | > ...like it's a stock market where there is some society-
             | level interest in giving participants protection from
             | having less information than insiders.
             | 
             | Ah, no!
             | 
             | Insider trading in the stock market is (usually) only
             | illegal in your first case: when the person trading is
             | violating confidentiality.
             | 
             |  _It is not about fairness._
             | 
             | Fairness is a poor proxy for whether specific trading is
             | illegal.
             | 
             | For example:
             | 
             | If a company accidentally leaves a press release for a
             | merger publicly available, I happen to guess the URL, and
             | then I trade on it: Unfair (I have access to insider
             | information that other market participants do not) but
             | legal!
             | 
             | If I work at the company, am sent the press release to copy
             | edit, and then trade on it: Illegal. I have a duty to the
             | company not to trade on it.
        
               | jstanley wrote:
               | I don't think your example refutes the fairness heuristic
               | at all.
               | 
               | The first case is completely fair because anybody else
               | could have done the same thing without any special access
               | required.
               | 
               | The second case is unfair because you had to work at the
               | company to get access.
        
               | tyre wrote:
               | Okay, then imagine you overhear at a bar. Yes "anyone
               | could have" theoretically, but not actually. In either
               | case, you have material non-public information that your
               | counterparty in the market does not.
        
               | j16sdiz wrote:
               | you got that piece of non public information was not
               | because you are an insider. As long as the bar is not
               | exclusive to insider, i don't see any difference
        
               | cortesoft wrote:
               | Isn't it exclusive to people who live in the area of the
               | bar?
               | 
               | What if the bar has a cover charge, so only those who pay
               | get in?
               | 
               | What if the cover charge is $10,000 and the bar is
               | advertised as "the place where public company execs love
               | to come talk to each other about private deals"?
        
               | j16sdiz wrote:
               | > I happen to guess the URL, and then I trade on it:
               | Unfair
               | 
               | I can argue it is fair - anybody can try guessing the
               | url, you don't have to be an insider to guess it
        
               | ambicapter wrote:
               | > I have a duty to the company not to trade on it.
               | 
               | To the company? Or to the stock market, as a participant
               | in it?
        
               | tmp10423288442 wrote:
               | Your comment seems to imply that trading based on
               | material non-public information in prediction markets is
               | always okay, which is not the case. The CFTC just made a
               | press release detailing some instances of invalid use of
               | nonpublic information on prediction markets:
               | https://www.cftc.gov/PressRoom/PressReleases/9185-26
               | 
               | Interestingly, the CFTC objects to a political candidate
               | trading on their own candidacy on the grounds that it is
               | fraudulent. So it looks like they could attempt to
               | regulate self-trading quite strictly, at least if that
               | theory holds up after a court challenge.
        
               | victorbjorklund wrote:
               | >> If a company accidentally leaves a press release for a
               | merger publicly available, I happen to guess the URL, and
               | then I trade on it: Unfair (I have access to insider
               | information that other market participants do not) but
               | legal!
               | 
               | Not necessarily. Just because you accidentally left your
               | S3 bucket open and I brute force my way to the link by
               | guessing doesn't make it legal. It can still be insider
               | information. Insider information is not limited to people
               | who have a duty to the company. If I break into the
               | companies office and steal information and trade on it
               | then it can be insider trading.
        
             | flessner wrote:
             | No, commenters here simply take into account that
             | predictions markets have historically classified themselves
             | as futures markets and not as gambling.
             | 
             | Allowing information asymmetry, like insider trading,
             | undermines the regulatory argument that keeps these markets
             | legal.
        
             | vkou wrote:
             | The insider has perverse incentives as an employee.
        
               | tossaway0 wrote:
               | I'm probably overlooking something, but if you have
               | insider info, you just bet on that info with certainty.
               | Why would you need to create a different outcome to bet
               | on it?
               | 
               | If I know my company is going to do something on March
               | 16th, I can bet against it happening until that day, and
               | then bet big it will happen that day. I don't need to
               | influence the company to change what it's going to do to
               | make money on it.
        
               | agons wrote:
               | The problem comes when there are lucrative odds for some
               | unlikely scenario, which you can influence into
               | realisation, and that outcome might be counter to the
               | company's goals (i.e. sabotage)
        
             | SpicyLemonZest wrote:
             | I think there is a society-level interest. It's very bad
             | for the business environment if every employee of every
             | company has monetary incentives to leak private
             | information. It structurally encourages businesses to set
             | up strict information silos where cross-team collaboration
             | is hard no employee can ever be sure of the broader context
             | of their work.
        
             | MarceliusK wrote:
             | In theory maybe, but in practice companies almost always do
             | care about keeping things like release timing, product
             | status or leadership decisions confidential. Even if they
             | haven't publicly announced a policy about prediction
             | markets specifically, it's usually covered under general
             | confidentiality and acceptable use policies
        
           | datsci_est_2015 wrote:
           | Could also make a case for incentivizing destructive actions
           | by insiders as well. You're saying I could sabotage my
           | project and make a quick buck?
        
             | sigmoid10 wrote:
             | That's basically what the current US admin is doing.
        
           | ekjhgkejhgk wrote:
           | Excuse me it's called price discovery.
        
         | ohyoutravel wrote:
         | Archived version: https://archive.ph/XWrTA
        
         | raincole wrote:
         | It's interesting that the both replies under this comment are
         | saying exact same thing, with the exact same term ("raison
         | d'etre"... how often do you hear two random people think of
         | this phrase at the same time?).
         | 
         | It might be nothing, but it'd be funny if karma farming bots
         | are doing some 'reply frontrunning' over the internet.
        
           | kennyadam wrote:
           | I don't consider "raison d'etre" a suspicious phrase. It's
           | not something people use multiple times a day, but I'd
           | consider it common enough that when I hear someone say it, or
           | in this case I suppose type it, that I would give it a second
           | thought.
        
           | Rexxar wrote:
           | I don't think that two 13 and 14 years old accounts with not
           | that many comment per week are bots.
        
       | croes wrote:
       | Prediction market, either gambling or inside trading.
        
       | Havoc wrote:
       | Good.
       | 
       | I do hope corporations in general take a harder stance on this.
       | From a society perspective people with inside knowledge fleecing
       | randoms is not a win. We've got that somewhat under control on
       | the stock exchange, but have this absurd situation where on
       | prediction markets it is a free for all and everyone pretends
       | this is fine.
       | 
       | I also think corporations should distance themselves from
       | individuals willing to fleece randoms. Trading in general is very
       | wild west survival of the fittest but active exploitation of
       | insider knowledge speak of very poor morale character
        
         | strix_varius wrote:
         | Honestly it seems stupid but fine to me. Like if someone random
         | comes up to me on the sidewalk and says hey if OpenAI announces
         | a browser tomorrow, you give me $100. If not I'll give you
         | $1000. Obviously I'm not going to take them up on it, they
         | clearly have inside information.
         | 
         | If you're betting on a prediction market without insider
         | information then you're just... The fool who is soon parted
         | from his money one way or another.
         | 
         | I generally feel like people should be free to do whatever
         | insane stuff they want with their own lives.
        
           | clcaev wrote:
           | > I generally feel like people should be free to do whatever
           | insane stuff they want with their own lives.
           | 
           | The problem with people doing insane stuff with their "own
           | money" is the burden they often exact on their family or
           | society.
           | 
           | Perhaps the realm of independence starts when loans are
           | reasonable and current, there is sufficient child support,
           | and they are meeting a base savings rate for their
           | retirement.
           | 
           | Speaking of which, perhaps any UBI could also use a minimal
           | criteria, reviewed annually but without any barriers on first
           | year eligibility.
        
           | Havoc wrote:
           | >Like if someone random comes up to me on the sidewalk and
           | says hey if OpenAI announces
           | 
           | Then you hopefully understand that randoms approaching you is
           | no equal to reality.
        
       | MengerSponge wrote:
       | Wouldn't those prediction markets be more efficient if positions
       | were associated with people's real names?
       | 
       | Like, a 100k wager from a finance dude carries some information,
       | but a 10k wager from a staffer says a lot more!
        
       | peterjliu wrote:
       | I mentioned a potential OpenAI insider in
       | https://x.com/peterjliu/status/2024901585806225723, that was from
       | 5 minutes of investigation. There are probably more. And then
       | there's a lot of other companies.
        
       | ddp26 wrote:
       | Prediction markets are interesting when they are predicting
       | future things nobody knows for sure.
       | 
       | "Predicting" private, known information is the wrong use case.
        
       | mrkramer wrote:
       | Inside trading on the public market and on the public blockchain,
       | that's smart!
        
       | shevy-java wrote:
       | We can not trust these AI corporations and organisations.
        
       | djohnston wrote:
       | that's right prole! only Congress has that privilege!
        
       | blindriver wrote:
       | I find it absurd that someone can create an unregulated market
       | like Kalshi, and then all of us need to be beholden to it, even
       | though the idea is stupid. How is it possible that someone can
       | create a product that none of us agree on, and now everyone else
       | has to conform to the rules around it because of the problems
       | that it creates. I would rather Kalshi get shut down than the
       | precedent of allowing this to control employees or people.
        
       | MarceliusK wrote:
       | Makes you wonder how much "market accuracy" on these platforms is
       | actually just leakage
        
       | rohitpaulk wrote:
       | Two questions I'd have expected the article to answer:
       | 
       | (a) how did they identify the employee, and (b) how come they
       | weren't sent to jail
        
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