Possible scenario
Website Retaliation
25% Chance
Large website operators conclude that opt-out norms are insufficient for autonomous agents that can click, query and submit forms. Coordinated blocking, stricter robots.txt enforcement and new lawsuits slow agentic AI adoption across data-heavy services.
Secondary impacts
- Technology -1.1%
- Business Services +0.7%
- Consumer Services +0.5%
Tickers
- NET+1.7%
- MSFT-1.2%
- FSLY+1.1%
- +1.0%
Portfolio impact
S&P 500-0.5%
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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