Governance Delays Expansion

20%its chance, of the story’s futures

−0.2%on the S&P 500, if it happens

External commercialization runs into scrutiny over customer data, model isolation, and the use of SpaceX-derived engineering templates. The partnership is not abandoned, but audits and contractual safeguards delay larger deployments.

What it moves

Technology−0.5%
Business Services−0.2%
Industrials−0.1%

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.

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