Incumbents Absorb Method

20%its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

Large AI infrastructure and model companies could move quickly to replicate, license, or internalize the technique. In this path, the main market impact is not a collapse in AI compute demand but a shift in bargaining power and training economics.

What it moves

Technology+0.4%
Business Services+0.1%

Sectors in percent; other series by direction only.

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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