Possible scenario
Security Backlash Slows Rollout
24% Chance
The always-on computer-use model creates concern over data exposure, unauthorized actions, and unclear liability when agents interact with third-party systems. Even without a major breach, CISOs and legal departments slow deployments until OpenAI provides stronger controls and indemnities.
Secondary impacts
- Technology -0.6%
- Business Services -0.3%
Portfolio impact
S&P 500-0.3%
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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