Analyzed S&P 500 sample
147 companies
$5.3T currently modeled as repricable in the published sample.
Insights
Visual arguments for the slowly free future
The registry is useful when you want details. These pages are useful when you want the thesis to hit in one screen. Everything here is directional, auditable, and deliberately explicit about being a model rather than an oracle.
IPO baselines
19 companies
132 published company currently lacks an IPO baseline.
Alternatives tracked
468
276 products already have documented substitute pressure.
Average IPO CAGR
30.8%
Calculated across the companies that already have IPO-derived metrics.
Page 1Market-cap coverage
Market-cap disruption
Start with the simplest question: of the analyzed S&P 500 sample we publish, what share of current market cap looks challengeable if you combine fresh caps with the site's current disruption ratios?
Current disrupted slice
$5.3T
9% of $55.9T across 147 analyzed companies.
Page 2IPO vs now vs residual
Post-bubble
Compare IPO market caps, today's market caps, and a thesis-adjusted residual cap that subtracts the share of value most exposed to open, automated, and decentralized competition.
Biggest published cap in the set
NVIDIA
$4.3T current · $4.1T residual
Page 3Moat vs decentralizability
Capital release atlas
Plot the sample on a moat-versus-decentralizability map, size the bubbles by market cap, and rank the largest implied capital releases.
Largest current exposure
FedEx
$2,808,960T exposed · 100% of current cap
Page 4Replacement landscape
Alternative pressure index
Rank products and companies by how viable the documented alternatives already look, with special attention to readiness and cost leverage instead of pure ideological niceness.
Highest documented company pressure
Adobe
83.8/10 pressure score · 6 documented alternatives
Page 5Original attack vectors
Disruption concept index
Rank the registry's original product ideas by how buildable, incentive-coherent, and strategically painful they look for incumbents.
Highest-scoring concept stack
Accenture
65.3/10 concept score · 2 documented concepts
Why this section exists
The registry is where the evidence lives. The insights section is where the site admits what story it thinks the evidence is already telling. That means visual pages, explicit caveats, and enough structure that readers can disagree without pretending there is no argument here at all.