Who's winning the AI transition.
A live index of AI-native challengers and the legacy incumbents under pressure — scored every Monday on real headcount and funding data.
Free weekly digest · Top movers, biggest layoffs, biggest launches. Mondays at 8am ET.
This week
The Risers
AI-native companies gaining ground
50 companies · combined headcount
+199.6%
over 3 years
11.5k→34.6kaggregate headcountSee leaderboard
The Cuts
Legacy SaaS incumbents losing it
49 companies · combined headcount
31
of 49 shrinking now
320.2k→353.7kaggregate headcountSee leaderboard
Companies tracked
128
Risers
50
AI-native
Cuts
49
legacy SaaS
Roles cut tracked
14.6k
31 of 49 Cuts shrinking
The Risers
Top 5 this week
AI-native companies with the highest composite velocity.
The Cuts
Top 5 this week
Legacy SaaS incumbents under the most pressure.
Why this exists
Everyone has a take. Almost no one has the data.
The narrative is everywhere — layoffs, AI-native breakouts, SaaS repricing. The underlying numbers are scattered. We pull them into one weekly read.
Everyone else
One weekly read on the AI shift. The math is shown.Investors
Source the winners. Pressure-test the short.Operators & founders
See which incumbents are already cutting.For founders & operators
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