Possible scenario
Contained Governance Reset
38% Chance
OpenAI contains the immediate fallout by framing David Robinson's resignation and the three firings as a governance and confidentiality issue rather than a product-safety failure. The company moves quickly to reassure Microsoft, enterprise customers, and policymakers that its September safety-incident reporting rules remain intact.
Secondary impacts
- Technology +0.2%
- Business Services +0.1%
Tickers
- MSFT+0.2%
Portfolio impact
S&P 500+0.1%
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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