Possible scenario

Incumbents Respond Quickly

25%its chance, of the story’s futures

+0.2%on the S&P 500, if it happens

The headline accelerates the benchmark race already visible across Microsoft, Google, Nvidia, and open-weight ASR systems. Incumbents publish new latency-cost comparisons or optimized deployment paths, limiting Baseten’s ability to own the performance narrative.

What it moves

Technology+0.3%

Sectors in percent; other series by direction only.

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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