Possible scenario
Incumbents Bundle Search
20% Chance
Large cloud and search incumbents respond by bundling search-grounded agent APIs into broader cloud, productivity, and developer contracts. This limits Perplexity's pricing advantage over time, but validates agent search as a core enterprise AI component.
Secondary impacts
- Technology +0.6%
Tickers
- MSFT+1.2%
- GOOG+0.8%
- NVDA+0.8%
- AMZN+0.5%
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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