Possible scenario
Video AI Commoditizes
22% Chance
Continuum accelerates the feature race already visible after Sora 2, Kling's 30-second generation launch and broader world-model progress. The commercial value shifts from single-model breakthroughs to distribution, enterprise licensing, compute efficiency and rights-cleared content.
Secondary impacts
- Technology +0.7%
- Consumer Services +0.2%
Portfolio impact
S&P 500+0.3%
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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