Possible scenario
AI Price War Intensifies
27% Chance
OpenAI's GPT-6 price cut and Anthropic's 40% lower task cost trigger a faster competitive cycle in foundation-model pricing. Customers benefit from cheaper inference, but investor focus shifts to gross margins, compute efficiency, and whether model labs can monetize usage growth.
Secondary impacts
- Technology -0.2%
- Business Services +0.1%
Tickers
- AMZN+0.2%
- MSFT-0.1%
Portfolio impact
S&P 500-0.1%
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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