Possible scenario
Capacity Strain Persists
25% Chance
The reset credits help with user relations but do not fully solve capacity shortages. If peak demand continues to outrun inference capacity, paid subscribers may keep pressuring OpenAI for clearer service guarantees.
Secondary impacts
- Technology -0.5%
Tickers
- MSFT-0.7%
- AMZN+0.2%
Portfolio impact
S&P 500-0.2%
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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