Possible scenario
Open Models Accelerate
38% Chance
Chinese open-weight and open-access models become the default choice for many Vercel developers because they are cheaper, fast enough, and easier to customize than closed APIs. This extends the AI price war and weakens OpenAI's ability to command premium pricing outside its strongest enterprise accounts.
Secondary impacts
- Technology +0.6%
- Business Services +0.2%
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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