Possible scenario
Oversight Tightens
30%
−0.4%
Regulators use the 2.5-hour stop delay as evidence that voluntary controls are insufficient. OpenAI avoids a total training ban, but US and allied regulators require stronger incident reporting, independent audits, and hard-stop systems for frontier runs.
What it moves
- Technology−1.1%
- Business Services+0.9%
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Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.