Possible scenario
Governance Conflict Returns
20% Chance
The veto power revives unresolved tensions between commercial leadership and safety-oriented employees. Given OpenAI's history of board turmoil and safety-culture departures, a governance clash remains a realistic downside scenario.
Secondary impacts
- Technology -0.8%
- Business Services -0.1%
Tickers
- MSFT-0.7%
- GOOG+0.1%
- NVDA-0.1%
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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