For Financial Publishers & Research Platforms
License a Living AI Sector Model for Your Publication
Not a static report. Not a weekend project. A continuously calibrated engine that scores 28 industries across 5 time horizons — updated against institutional data sources as the AI revolution unfolds. Available for your newsletter, platform, or research product.
The Problem With AI “Analysis”
Every financial publisher wants AI sector coverage. The demand is obvious. But the options are bad: generic ChatGPT output that any subscriber could replicate, expensive proprietary data that requires an in-house quant team, or static one-time reports that go stale before the ink dries.
What doesn’t exist — until now — is a living model that evolves with the data, captures the cascading effects between industries (not just within them), and produces analysis that reads like it came from a senior research analyst who’s been tracking this full-time.
That’s what this engine is. And it’s available for licensing.
What’s Under the Hood
This isn’t a prompt and a model. It’s a structured analytical system built on three layers:
Layer 1: The Scoring Engine
- 28 industries scored at 1, 2, 3, 5, and 10-year horizons
- 8 scoring components per industry: margin expansion, revenue growth, multiple re-rating, resistance drag, energy availability, capital efficiency, regulatory drag, competitive dynamics
- CCVR profiling (Ceiling, Current adoption, Velocity, Resistance) for each industry
- Time-varying regulatory drag with per-timeframe profiles capturing political cycles, EU AI Act timing, and geopolitical factors
- Labor structure decomposition: cognitive/routine/physical ratios with sector-specific displacement modeling
Layer 2: The Cascade Model
- 171 cross-industry effects with strength, direction, and timeframe gating
- Time-differentiated effects for industries where near-term and long-term dynamics diverge (e.g., consulting booms before the tools absorb the consultants)
- Tier 2 competitive dynamics: per-industry defense profiles (IP moats, regulatory density, capital concentration, lobby power, acquihire risk, incumbent weapons)
Layer 3: The Intelligence Layer
- AI Revolution knowledge base: 398 curated entries from institutional sources, with 6-dimension maturity tagging (deployment depth, systems integration, data, outcomes, people, governance)
- 30+ recurring institutional sources tracked for new reports: Stanford HAI, McKinsey, Deloitte, PwC, Cisco, WEF, Gartner, GitHub, Epoch AI, Anthropic, and 20 more
- Adoption mirage correction: systematic discount of headline adoption rates based on deployment depth data
- Supply-side vs. demand-side filtering: earnings calls (supply) scored differently from behavioral data (demand)
This Engine Evolves. That’s the Moat.
Anyone can build a scoring model. What they can’t replicate is three months of continuous calibration against primary sources, with documented reasoning for every parameter change. Here’s the version history:
- v1 — Feb 2026 Original 25-industry model. Gemini Pro with search grounding.
- v2 — Feb 24 GPT deep research on 5 flagged industries. First calibration pass.
- v3 — Feb 28 Industry splits: Software, Semiconductors, Pharma each split into 2 sub-industries. 3 Perplexity Pro research rounds. 28 industries, 154 cross-effects.
- v4 — Mar 15 Full 28-industry use-case sweep. Per-seat SaaS pricing collapse, TSMC 3x capacity short, FDA AI guidance, 86% healthcare adoption.
- v5 — Mar 18 ARK Invest Big Ideas 2026. Inference costs -99%, DC capex $500B to $1.5T, agent task duration 5x expansion.
- v6 — Mar 18 Quarterly CCVR refresh + regulatory drag sweep. EU AI Act Aug 2026, geopolitics-as-regulation in semis, copyright as media story.
- v7 — Mar 20 Anthropic primary-source labor data. 80,508 respondents, 159 countries. Occupation-to-industry task coverage mapping.
- v8 — Mar 24 Gemini deep research: 18 industries, 94 sources. AI shifted from pilots to board-mandated deployments.
- v9 — Mar 26 Trump administration policy analysis. 4 batches of 7 industries. Overwhelm Factor scoring (17 of 28 industries: AI forces dominate, politics is noise).
- v11 — Mar 30 Trump policy refresh. SCOTUS tariff ruling, DOGE contract terminations, crypto deregulation, immigration collapse.
- v12 — Mar 30 Anthropic occupation-level exposure mapping. 97% feasible, 68% handleable, 33% observed. Great Recession scenario quantified.
- v13 — Apr 7 Super predictor integration. 480 studies, 150K respondents. 6 maturity dimensions, adoption mirage framework, time-differentiated cross-effects.
Every calibration is documented with sources, rationale, and specific parameter changes. The methodology is transparent and auditable. This is not a black box.
Why this can’t be replicated in a weekend
- 13 calibrations from 15+ primary institutional sources over 3 months
- 171 cross-industry effects with time-differentiation — nobody else models cascading effects between industries
- Editorial judgment: knowing when to split an industry, when to time-differentiate an effect, when the headline number is a mirage
- 30+ recurring report sources tracked with freshness monitoring
- 14 published special reports demonstrating the analytical depth
- Continuous update cadence — this is a living system, not a snapshot
The Content It Produces
The engine doesn’t just output numbers. It generates the kind of analysis that financial publishers charge $500-$2,000/yr for. Here’s a sample of the 14 special reports published so far — all free, all demonstrating the depth available for licensing:
View all 14 reports — these demonstrate what the engine enables. Each report is grounded in specific engine data, cross-industry effects, and knowledge base entries.
Licensing Options
White Label
The full engine, analysis, and reporting under your brand. Your publication, your audience, our methodology. Includes ongoing calibration updates.
Data Feed
Structured industry scores, cross-effects matrix, CCVR profiles, and knowledge base delivered via API or periodic export. Integrate into your existing research product.
Co-Branded Research
Special reports, industry deep dives, and ongoing analysis produced jointly. Your editorial voice, our analytical engine. Published under both brands.
Strategic Partnership
Content syndication, newsletter integration, platform embedding, or deeper collaboration. We’re open to the right structure with the right partner.
Full methodology documentation available under NDA. The engine, methodology, knowledge bases, and associated intellectual property are wholly owned and available for licensing, partnership, or acquisition discussions.
AI Stock Market Impacts is a product of scovert.com. Also see: Enterprise & institutional access | Free special reports | AI Revolution Report Pack ($37)