AI Market Signals
Five signals that describe the AI economic environment. We don't predict stocks—we describe conditions that make certain outcomes more or less likely.
Current Signal States
AI Adoption Stage
Low ConfidenceLow execution activity (6% of events)
Limited recent data; signal may be noisy.
Learn more →Explore Each Signal
AI Demand Trend
Measures the momentum of AI deal activity and funding flows. Accelerating demand suggests strong market interest and capital deployment.
Learn more →AI Capital Flow
Tracks how venture capital is distributed across AI companies. Concentrating flows suggest winner-take-all dynamics.
Learn more →AI Adoption Stage
Indicates how mature AI deployment is across the market. From experimental pilots to institutionalized enterprise adoption.
Learn more →AI Value Concentration
Shows where in the AI stack value is accumulating - foundational infrastructure or end-user applications.
Learn more →AI Narrative Risk
Assesses whether market activity is driven by execution (real adoption) or narrative (hype and speculation).
Learn more →How Signals Work
Data Sources
- • AI funding rounds and deal announcements
- • M&A activity and partnerships
- • IPO filings and public offerings
- • Enterprise adoption signals
Time Windows
- • 30-day (Pulse): Captures recent momentum
- • 90-day (Structure): Confirms trends
- • Daily updates: Signals refresh automatically
Confidence Levels
Each signal includes a confidence level (High/Medium/Low) based on data density. Low confidence doesn't mean the signal is wrong—it means limited recent data makes the signal noisier. Interpret with appropriate caution.