Possible scenario
ChatGPT Gateway Dominance
45% Chance
ChatGPT's 56.4% September web traffic share becomes the base case for a durable AI assistant lead. OpenAI benefits from network effects, subscription momentum, search integration, and enterprise distribution through Microsoft.
Secondary impacts
- Technology +0.9%
- Business Services +0.3%
Tickers
- MSFT+1.4%
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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