Possible scenario
Security Backlash
25% Chance
The launch arrives only days after Plugin4Shell exposed a zero-click RCE risk in leading agents, making screen passthrough politically and technically sensitive. Enterprises may delay pilots until sandboxing, permissioning, and audit controls are clearer.
Secondary impacts
- Technology -0.4%
- Business Services -0.2%
Portfolio impact
S&P 500-0.2%
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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