Possible scenario
Deployment Timelines Slip
31% Chance
Investors and industrial customers conclude that frontier language and vision models are not close to reliable general-purpose humanoid control. Commercial pilots continue, but broad deployment assumptions for 2027 are pushed back toward 2028 or later.
Secondary impacts
- Technology -0.9%
- Industrials -0.3%
Tickers
- TSLA-3.0%
- NVDA-0.9%
- GOOG-0.6%
- ROK+0.3%
Portfolio impact
S&P 500-0.5%
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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