Possible scenario
Developer Adoption Surges
20% Chance
Free access drives a rapid increase in developer usage, open-source integrations, and experimentation with DeepSeek V4.1 Flash. The near-term read-through is positive for AI tooling engagement and inference demand, even if pricing remains deflationary.
Secondary impacts
- Technology +0.5%
- Business Services +0.1%
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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