Bundled Giants Dominate

its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

The launch reinforces the broader shift toward persistent workplace agents, but incumbents retain the advantage through bundled distribution, security reviews, and enterprise procurement relationships. Perplexity struggles to displace Copilot, Gemini, and OpenAI Frontier deployments in large companies.

What it moves

Technology+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Bundled Giants Dominate

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