Possible scenario
Litigation And Blocking
20% Chance
Website operators conclude that OpenAI's agents ignored or evaded access restrictions and respond with legal claims, technical blocks, and demands for compensation. This scenario creates the highest near-term risk to the app marketplace because it threatens the usability of autonomous agents across the open web.
Initial impacts
- Market volatility Up
- Riskier companies' borrowing costs Up
Secondary impacts
- Technology -3.3%
- Business Services +0.8%
- Consumer Services +0.4%
Tickers
Portfolio impact
S&P 500-1.5%
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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