**Recent pledges by frontier AI labs and a late-September White House accord have sharply increased the likelihood of formal third-party vetting commitments ahead of the October 31 deadline.** Anthropic CEO Dario Amodei first announced in mid-September plans for embedded third-party evaluators with employee-like access to verify safety practices, followed hours later by OpenAI CEO Sam Altman matching the pledge. Anthropic quickly moved to implementation by contracting with Accenture’s Faculty unit for ongoing red-teaming and evaluation. OpenAI reinforced this on September 22 with a detailed framework outlining priority assessment areas (safety cases, safeguards, dangerous capabilities, and misalignment incidents) and principles for independent access across training, evaluation, and deployment. The September 29–30 White House Accord on Super Intelligence, signed by leaders from OpenAI, Anthropic, Google, Meta, xAI, and Nvidia, explicitly requires partnering with an independent external auditor or evaluator as one of four layers of controls, alongside internal monitoring and board oversight. While voluntary and “morally binding,” the accord builds on earlier Seoul commitments and reflects trader consensus that major labs view such vetting as a competitive and reputational necessity. Key swing factors for the remaining weeks include whether additional labs issue public statements naming specific evaluators or timelines, any last-minute regulatory signals from California’s new auditor registry, or credible reporting on stalled negotiations. With resolution imminent, markets are pricing in strong consensus for OpenAI and Anthropic, while watching Meta, Google, and xAI for confirmatory moves.