Possible scenario
Rivals Counterattack
25% Chance
Large AI rivals respond aggressively to ChatGPT's traffic lead with bundling, discounts, and model upgrades. Google, Anthropic, Meta, and Amazon prioritize distribution over margins to prevent OpenAI from becoming the default AI gateway.
Secondary impacts
- Technology +0.3%
- Business Services +0.2%
- Telecommunications +0.1%
Tickers
- META+0.4%
- AMZN+0.3%
- MSFT-0.3%
Portfolio impact
S&P 500+0.1%
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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