Possible scenario
Safety Controls Dominate
25% Chance
Given the history of deepfake ad scams and the FCC’s 2024 AI robocall ban, buyers may focus less on raw voice quality and more on consent, watermarking, and abuse prevention. In this scenario, HeyGen’s launch succeeds only if safety controls become a selling point rather than a growth constraint.
Secondary impacts
- Technology +0.1%
Portfolio impact
S&P 500+0.0%
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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