Possible scenario
Open Race Intensifies
25% Chance
Beam's release arrives one day after StepFun opened 600B Step 5 weights, making an open-weight arms race the most immediate competitive consequence. The sector impact is meaningful but bounded because many leading labs already anticipated open-model pressure.
Secondary impacts
- Technology +0.6%
- Business Services +0.1%
Tickers
- META+0.7%
- GOOG-0.2%
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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