139 companies scored — Updated regularly
AI Impact Scoreboard
How will AI reshape the biggest companies? We score 139 companies on AI's impact — S&P 100 incumbents, private AI labs, and the companies most in AI's path.
139
Companies Scored
6.7
Avg Score (Positive)
17
Sectors Covered
Score Distribution
How We Score
Each company is scored on five dimensions, weighted by their importance in the AI era. The formula produces a 1–10 composite score and a directional label.
AI Revenue Exposure
25%How much revenue comes directly from AI products or services. AI providers (Nvidia, Palantir) score highest; traditional businesses score lower.
Moat Durability
25%Strength of AI-era competitive advantages: proprietary data, switching costs, regulatory barriers, network effects. Brand moats alone don't count.
Disruption Risk
25%Vulnerability to AI-driven displacement. Higher risk lowers the score. In a world where software is cheap, companies without hard moats face existential threat.
Sector Base
15%How deeply AI transforms the company's sector overall. Software (9/10) and customer service (9/10) lead; agriculture (5/10) trails.
AI Adoption Maturity
10%How deeply AI is embedded in operations. Weighted lowest because average AI adoption is becoming table stakes in 2026 — it's expected, not exceptional.
Direction Labels
ThresholdsVery Positive (≥8) · Positive (≥6) · Neutral (≥4.5) · Negative (≥3) · Very Negative (<3)
Scores are based on Q4 2025 / Q1 2026 data and updated regularly. We use a superforecasting methodology: numeric probabilities, base rates, Bayesian updating, and source quality tiers. Full methodology at About.
This is research and analysis, not financial advice. Scores reflect AI impact potential, not investment recommendations.