Moat Ratings Guidebook Amid AI Disruption
Learn about the ratings updates, the winners and losers, along with our top picks.
There’s no doubt that the rapid advances of artificial intelligence are leading to a new paradigm in the technology world. How this disruptive technology plays out in relation to economic moats varies widely from company to company.
To address AI effects on company moats, we have reevaluated the moat ratings for 132 companies where we felt AI could be disruptive and therefore warranted deeper analysis.
We developed a proprietary scoring framework to capture both the threats AI poses to existing moats and the opportunities it creates for companies well-positioned in the AI value chain.
