Possible scenario
Open-Weight Compression Accelerates
22% Chance
The broader message becomes that open-weight decision models are converging quickly rather than that Jev is uniquely dominant. StepFun's 600B Step 5 and Bespoke's Nimble benefit if follow-up testing shows the gap is small.
Secondary impacts
- Technology +0.3%
- 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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