Possible scenario
Commercial Fallout Builds
20% Chance
Large customers and partners reassess whether OpenAI's internal controls are stable enough for sensitive deployments. The most likely effect is a temporary slowdown in procurement rather than widespread contract cancellations.
Secondary impacts
- Technology -0.5%
- Business Services -0.2%
Tickers
- MSFT-0.7%
- META+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.
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.