Possible scenario
Incumbents Contain Disruption
25% Chance
Google, Microsoft, and OpenAI respond quickly by deepening their own search, publisher, and agent-payment integrations. Cloudflare still benefits from AI Gateway visibility, but the largest AI platforms limit its ability to become the default search abstraction layer.
Secondary impacts
- Technology +0.3%
- Consumer Services +0.2%
Tickers
- GOOG+0.8%
- NWS+0.7%
- NYT+0.6%
- MSFT+0.5%
- -0.1%
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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