Possible scenario
Licensing Replaces Scraping
25% Chance
With technical harvesting harder, AI developers shift toward licensed datasets, synthetic data partnerships, and paid access to model outputs. This raises operating costs for smaller AI companies but creates clearer legal pathways for training and benchmarking.
Secondary impacts
- Consumer Services +0.3%
Portfolio impact
S&P 500+0.0%
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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