Possible scenario
Licensing Compromise Advances
45% Chance
Congress treats Khanna's proposal as a negotiating anchor rather than adopting an outright ban. The most likely path is a licensing, audit, and reporting regime for frontier models capable of recursive self-improvement, aligning with OpenAI's September proposal and the White House review process.
Secondary impacts
- Technology -0.2%
- Business Services +0.2%
Tickers
- NVDA-0.4%
- MSFT-0.1%
- META-0.1%
Portfolio impact
S&P 500-0.1%
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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