Possible scenario
Enterprise Costs Fall
25% Chance
The open-source release strengthens buyer leverage across the AI stack as enterprises compare Perplexity, Jev, Kev, and larger LLM-based systems. Cheaper decision models boost adoption in business services and software workflows, even as model providers face lower pricing power.
Secondary impacts
- Business Services +1.1%
- Technology +0.5%
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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