Possible scenario
Open-Source Adoption
45% Chance
Developers and startups treat real-time screen passthrough as a credible open-source alternative to closed computer-use agents from OpenAI and Anthropic. Nous benefits from strong timing after its July funding round and from demand for self-hosted agent stacks.
Secondary impacts
- Technology +0.6%
- Business Services +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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