153 companies scored — Updated regularly

AI Impact Scoreboard

How will AI reshape the biggest companies? We score 153 companies on AI's impact — S&P 100 incumbents, private AI labs, and the companies most in AI's path.

Latest update: Cursor (Anysphere) — moat_durability 7 -> 8 (score 8.1 -> 8.35). SpaceX closed its $60B all-stock acquisition on 2026-08-14 - announced June 16, completed without repricing, delay or regulatory obstruction, confirmed by Cursor's own announcement. The structural change is compute and capital: Cursor now states it has access to 'the largest fleet of GPUs in the world', a position no independent coding-tool competitor can replicate, which durably strengthens the moat against Claude Code and Copilot. disruption_risk deliberately held at 4 - brand absorption into SpaceXAI and the enterprise-trust question under Musk ownership are real offsetting risks with only two weeks of post-close data and no churn evidence either way. (2026-08-29)

153

Companies Scored

6.9

Avg Score (Positive)

Sectors Covered

Score Distribution

Very Positive (35)Positive (84)Neutral (29)Negative (2)Very Negative (3)

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

Thresholds

Very 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.