Possible scenario
Consent Standard Expands
20% Chance
Regulators treat Meta's retreat from broad scraping language as evidence that explicit consent and licensing are becoming the market standard. The result is a broader shift in AI content policy, with large model developers facing higher data-acquisition costs.
Secondary impacts
- Consumer Services +1.1%
- Technology -0.7%
Tickers
- META-2.1%
- NWS+1.6%
- NYT+1.6%
- GOOG-0.7%
- -0.5%
Portfolio impact
S&P 500-0.3%
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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