Possible scenario
Negotiated Governance Fix
45% Chance
California Attorney General Rob Bonta and Delaware Attorney General Kathy Jennings use the demand to extract documents, governance commitments, and clearer fiduciary processes rather than pursue immediate litigation. This is the most likely path because OpenAI already completed its public-benefit corporation conversion and regulators can claim progress through oversight without trying to unwind the structure.
Secondary impacts
- Technology -0.1%
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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