Possible scenario
Price War Deepens
28% Chance
Competitors respond to OpenAI's pricing with their own discounts, turning GPT-6's launch week into a sector-wide margin fight. Customers benefit from cheaper inference, but investors mark down the near-term monetization outlook for frontier-model providers.
Secondary impacts
- Technology -0.8%
- Business Services +0.1%
Tickers
- MSFT-0.9%
- CBRS-0.7%
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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