Possible scenario
Incumbents Cut Prices
20% Chance
OpenAI, Anthropic, and other closed-model providers respond quickly with cheaper decision APIs, credits, or bundled enterprise tiers. This contains Perplexity's advantage but intensifies the AI price war that began after DeepSeek and accelerated through Jev and Kev.
Secondary impacts
- Technology -0.5%
- Business Services +0.3%
Tickers
- AMZN+0.4%
- MSFT+0.4%
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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