Reliability Friction Emerges
−0.1%
Rapid scaling creates operational, safety, or accuracy problems as users test Hy4’s computer-use capabilities on real workflows. The most plausible downside is throttling, narrower permissions, or enterprise caution rather than a broad market shock.
What it moves
- Technology−0.3%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.