Possible scenario
Mandatory Kill Switch
28% Chance
The review concludes that voluntary commitments are insufficient and recommends a binding shutdown capability for frontier systems sold or served in California. This would revive elements of the 2024 safety debate and create immediate compliance risk for major model developers.
Secondary impacts
- Technology -3.1%
- Business Services -0.8%
Tickers
- META-2.5%
- GOOG-2.1%
- NVDA-0.9%
- MSFT-0.7%
Portfolio impact
S&P 500-1.3%
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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