AI Disruption Composite
Composite Study | Contained | As of 2026-09-04 | Freshness 154d
AI disruption is 'contained' on the dashboard this week. Replacement pressure scores 46.8, fragility scores 29.3, and the blended composite is 29.3.
Component Scores
| Component | Score |
|---|---|
| Replacement pressure | 46.82 |
| Absorption fragility | 29.31 |
Current Drivers
| Driver | Component | Score | Raw | Transformed |
|---|---|---|---|---|
| Business-sector labor-share proxy | Labor-share squeeze | 100.00 | -3.30 | 950.00 |
| Private fixed investment in intellectual property products | Software and compute capex | 68.89 | 400.63 | 42.61 |
| Semiconductor industrial production | Semiconductor supply tightness | 63.95 | 191.90 | 11.86 |
| Professional and business services hires | Hiring deterioration | 63.31 | 4.00 | 13.04 |
| Initial unemployment claims | Claims spillover | 51.01 | 203000.00 | -11.35 |
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 | Yes |
| Replacement without breakage | Replacement pressure elevated, fragility still contained | No |
| Replacement with fragility | Replacement pressure and fragility elevated together | No |
Metrics
| Metric | Value |
|---|---|
| Score | 29.31 |
| Overlay Score | N/A |
| Replacement Pressure Score | 46.82 |
| Absorption Fragility Score | 29.31 |
| Regime | Quiet buildout |
| Freshness Days | 154 |
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
AI disruption is 'contained' on the dashboard this week. Replacement pressure scores 46.8, fragility scores 29.3, and the blended composite is 29.3.
Deterministic fallback commentary (AI unavailable): - score: 29.3147 - overlay_score: None - replacement_pressure_score: 46.8211 - absorption_fragility_score: 29.3147 Caveat: This summary is template-based and may miss contextual drivers outside these indicators.