United States
4,501 companies assessed. 2,562 of them, 56.9%, sit in the two least protected bands, against 53.3% across all 10,525 companies assessed.
The picture across these companies splits sharply between giants with deep, unshareable positions and smaller or mid-size businesses getting picked apart. Amazon, Walmart, Apple, Alphabet, Microsoft, Meta, JPMorgan, Bank of America, Chevron, ExxonMobil, Berkshire Hathaway, McKesson, and Verisign sit at the top with low pressure scores and moats of 8 or higher, because they own infrastructure, distribution, or regulatory positions that are nearly impossible to replicate. Even where AI is reshaping their industries, like Google's search traffic or Microsoft's Copilot competing with Salesforce, the core businesses are too large and diversified to be knocked over. The losing side is a long list of companies that already went to zero: Getaround, Phind, Skybox Security, Sungard AS, Edgio, StackPath, Almanac, Pharmapacks, BlockFi, and Delighted. Their common thread isn't really AI itself, it's that they had thin moats, one narrow product, and a bigger rival or platform absorbed their customers directly, often through an asset sale. In the middle sit healthcare, genomics, and real estate software names like Fulgent Genetics, 23andMe, RealNex, LaSalle Network, and Cohesion, all facing pressure scores of 5 to 7 and real customers moving to specific named rivals. The dynamic that decides the outcome is ownership of a hard-to-copy asset, whether that's a government contract, a global logistics network, or entrenched enterprise data, versus running a single feature that a bigger platform can absorb overnight.
Every company in United States is listed in the A to Z index and in its sector league.
- Is Walmart losing ground to AI or competitors
- Only slightly. Walmart's grocery share slipped from 21.1% to 20.4% between 2024 and 2026 as Kroger, Aldi, and Costco gained, but its overall standing is still built to last with a moat of 9.
- Which US companies have already shut down because of AI competition
- Phind shut down in January 2026 after ChatGPT, Claude, and Gemini added native search with citations. Almanac shut down in January 2025 as Microsoft Loop, Google Workspace, and Atlassian Confluence absorbed async document collaboration.
- Is UnitedHealth Group at risk from AI or competitors
- It's defensible for now. UnitedHealth lost about 2.8 million Medicare Advantage members to Humana, CVS Aetna, and Elevance amid program changes, but its Optum business and overall moat of 8 keep it stable for now.
- Why did Getaround fail
- Turo took the peer-to-peer car sharing market outright, and Getaround shut down its US operations in February 2025 before entering full liquidation.
- Are cloud and CDN companies getting replaced by bigger platforms
- Yes for the smaller ones. Edgio and StackPath both went bankrupt and had their customer contracts bought directly by Akamai, while Sungard Availability Services lost customers to 11:11 Systems, 365 Data Centers, and the big cloud providers.
- Is CVS Health losing pharmacy customers to Amazon
- CVS faces real pressure on two fronts: Cigna's Express Scripts overtook its Caremark unit in PBM claims share, and Amazon Pharmacy is contesting CVS's spot as the consumer's front door for prescriptions.
- Whether CVS Health's PBM claims share versus Cigna's Express Scripts stabilizes or keeps declining in upcoming earnings
- Whether more hospital systems announce in-house sequencing deals like Fulgent's lost customer
- Whether Google's AI Overviews continues cutting AdSense publisher referral revenue in Alphabet's disclosures