Possible scenario
Governance Friction Emerges
20% Chance
Autonomous computer-use agents trigger scrutiny over data access, user consent, audit trails, and liability for actions taken on third-party systems. This scenario does not derail the category, but it slows rollout in regulated sectors and increases compliance costs.
Secondary impacts
- Technology -0.6%
- Business Services -0.3%
Tickers
- MSFT-0.6%
- CRM-0.6%
- NOW-0.4%
- GTLB+0.3%
- +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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