Recent announcements around the voluntary White House Accord on Super Intelligence have shaped trader views on which AI labs will match Anthropic’s September commitment to embedded third-party evaluators with ongoing employee-level access by October 31. OpenAI has endorsed the approach, published detailed principles for independent assessments, and stated it is finalizing contracts with assessors like METR for announcement in coming weeks, while Meta, Google, and others signed the accord encouraging external audits alongside internal oversight. Competitive dynamics and ongoing negotiations over evaluator independence, publication rights, funding, and access levels create uncertainty, as the accord remains non-binding and lacks standardized criteria. Traders watch for any firm commitments or stalled talks before the deadline amid broader voluntary self-regulation efforts.