Possible scenario
Gatekeeper Conflict Intensifies
25% Chance
Native plugin apps put OpenAI more directly in conflict with Apple and Google over app distribution, payments, and platform control. The issue becomes more important because OpenAI has already enabled purchases in ChatGPT and is pursuing a desktop superapp.
Secondary impacts
- Technology -0.2%
Tickers
- AAPL-1.2%
Portfolio impact
S&P 500-0.2%
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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