Possible scenario
Security Controls Slow Rollout
20% Chance
The recent Plugin4Shell remote-code-execution disclosure keeps customers focused on agent security despite lower tool-failure rates. Perplexity and peers are forced to add sandboxing, permission controls, and audit logs before expanding always-on agent functions.
Secondary impacts
- Technology -0.3%
Tickers
- NET+0.8%
- MSFT-0.2%
- GOOG-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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