Possible scenario
Pricing Reset Accelerates
18% Chance
OpenAI uses the outage reset and capacity strain to clarify that heavier GPT-6 usage will move into a higher-priced Pro Max tier. The company accepts some subscriber anger in exchange for better demand control and higher revenue per heavy user.
Secondary impacts
- Technology +0.3%
Tickers
- NVDA+0.4%
- MSFT+0.4%
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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