Possible scenario
Enterprise Demand Dominates
45% Chance
Anthropic's $65B ARR proves that enterprise adoption is more important than Microsoft and Meta reducing Claude usage internally. Accenture, Cognizant, Amazon and Google continue pushing Claude into regulated and workflow-heavy customers, offsetting Big Tech churn.
Secondary impacts
- Technology +0.6%
- Business Services +0.4%
Tickers
- AMZN+1.9%
- ACN+1.1%
- CTSH+0.9%
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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