Possible scenario
Neutral Vendor Breakout
40% Chance
Micro1 uses its recruiting roots to source verified experts and becomes a preferred neutral alternative after Meta's Scale AI stake pushed labs toward independent data suppliers. This is the base case because demand for high-quality RLHF, evaluation, and expert training data remains strong while labs diversify vendor risk.
Secondary impacts
- Technology +0.2%
- Business Services +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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