Provenance Stack Wins
−0.5%
The most likely response is not a halt to AI training but a shift toward provenance, licensing, and data-quality infrastructure. Major labs increasingly treat the open web as polluted and pay for identifiable, contractually clean corpora.
What it moves
- Technology−1.2%
- Consumer Services+0.8%
- Business Services+0.1%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.