AI Disruption Composite
Composite Study | Emerging | As of 2026-03-06 | Freshness 157d
AI disruption is 'emerging' on the dashboard this week. Replacement pressure scores 52.7, fragility scores 43.1, and the blended composite is 48.9.
Component Scores
| Component | Score |
|---|---|
| Replacement pressure | 52.74 |
| Absorption fragility | 43.15 |
Current Drivers
| Driver | Component | Score | Raw | Transformed |
|---|---|---|---|---|
| Private fixed investment in intellectual property products | Software and compute capex | 72.68 | 325.51 | 34.64 |
| Information processing equipment momentum | Software and compute capex | 70.46 | 19.50 | 19.50 |
| Professional and business services job openings | Hiring deterioration | 61.56 | 1016.00 | 18.65 |
| Professional and business services hires | Hiring deterioration | 57.97 | 4.20 | 8.70 |
| Continuing unemployment claims | Claims spillover | 57.24 | 1868000.00 | 0.92 |
Regime Table
| Regime | Rule | Active |
|---|---|---|
| Productivity boom | Buildout hot, labor softening contained, fragility contained | No |
| Quiet buildout | Replacement pressure and fragility both below escalation thresholds | No |
| Replacement without breakage | Replacement pressure elevated, fragility still contained | Yes |
| Replacement with fragility | Replacement pressure and fragility elevated together | No |
Metrics
| Metric | Value |
|---|---|
| Score | 48.90 |
| Overlay Score | N/A |
| Replacement Pressure Score | 52.74 |
| Absorption Fragility Score | 43.15 |
| Regime | Replacement without breakage |
| Freshness Days | 157 |
Charts
AI disruption history
The top-line composite combines replacement pressure and absorption fragility on a 0-100 scale.
Current component waterfall
Bar widths reflect fixed composite weights.
Replacement vs fragility quadrant
The quadrant frames whether AI-linked pressure is building with or without broader macro breakage.
Notes
- This is a proxy monitor for AI-sensitive macro disruption, not a causal attribution engine.
- External overlays such as SEC filing NLP or Anthropic-style exposure data are reserved for later versions and excluded from v1 weights.
Commentary
The AI Disruption Composite is emerging, showing elevated replacement pressure but still contained absorption fragility, indicating AI-driven labor reallocation is underway without systemic breakage.
- Replacement pressure score 52.7 signals growing AI‑induced job displacement pressure.
- Absorption fragility at 43.1 remains below critical levels, suggesting the economy can still absorb shocks.
- Private fixed investment in IP products and professional‑business services job openings are key drivers pushing the composite upward.
Caveat: The composite relies on transformed, forward‑looking metrics; a sudden shift in underlying drivers could quickly re‑classify the regime.