Possible scenario
Litigation And Blocking
30% Chance
Negotiations break down and publishers escalate with lawsuits, crawler blocks and threats to withdraw content from AI answer products. This path is plausible because the New York Times has already sued OpenAI and Microsoft, and the coalition gives publishers more leverage to coordinate legal action.
Secondary impacts
- Technology -0.8%
Tickers
- GOOG-0.7%
- MSFT-0.5%
- NYT+0.2%
Portfolio impact
S&P 500-0.3%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.