Possible scenario
Price War Deepens
40% Chance
The record 8% switching rate signals that model quality is no longer enough to keep enterprise customers loyal. The most likely path is another round of discounts, credits, and contract concessions from OpenAI, Anthropic, Google, Microsoft, and Amazon as procurement teams exploit competition.
Secondary impacts
- Technology -0.8%
- Business Services +0.5%
Tickers
- MSFT-0.6%
- AMZN-0.6%
- GOOG-0.4%
Portfolio impact
S&P 500-0.4%
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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