Recent pledges from Anthropic and OpenAI leaders, alongside the late-September White House Accord on Super Intelligence signed by multiple frontier labs including Google, Meta, and xAI, form the core driver behind trader sentiment on third-party vetting commitments. The voluntary framework calls for independent external auditors or evaluators to assess internal safety controls for frontier models, building on earlier public calls for embedded third-party assessors with employee-level access to training, evaluation, and deployment processes. Ongoing contract talks between Anthropic, OpenAI, and groups like METR highlight tensions over publication rights, IP protections, and editorial independence, while OpenAI has stated it is finalizing agreements with safety assessors. With the October 31 deadline approaching, any concrete announcements on embedded evaluations or specific auditor partnerships could shift implied probabilities among leading labs, though the accord itself remains non-binding.