AI is structurally displacing the per-seat SaaS revenue model. Not all at once. Not uniformly. But the math is moving, and the scoreboard is already live.
This is a real-time disruption dashboard. It tracks every company caught in the path, scores their exposure, and tells the story as it unfolds week by week.
Three proprietary signal layers: SRD, AVO, IVM. Each one measures a different axis of AI displacement risk. Combined into a single composite score that updates twice daily. Companies get tiered. Tiers change. That is the point.
A proprietary short interest model that identifies where forced covering events are most likely to cluster. Four scoring buckets, two overlay signals, updated daily. When shorts build while the fundamentals shift underneath them, this is the layer that catches it.
Real-time sentiment analysis pulled from the market's conversation layer. What people are saying, how loud they are saying it, and whether the sentiment aligns with or diverges from the scoring model's read on reality.
Insider trades, congressional activity, and institutional capital flows. When the people closest to a company are moving their own money, that is a different kind of signal than anything a model can produce. This is where the two meet.
Investment committee analysis. Each memo breaks down a specific company or sector, walks through the thesis, scores the risk, and calls the shot. These are the documents behind the numbers.
Earnings season through the SaaSpocalypse lens. When companies report, the platform listens for the phrases that matter: "seat optimization," "consumption-based," "AI-driven efficiency." The language tells you what the numbers will say next quarter.
Rico is the AI disruption reporter for SaaSpocalypse News. Dead-eyed suited ape with a pipe, watching SaaS companies get eaten by AI. He files dispatches from the front lines of the displacement thesis. No spin. Just the score and the story.
Follow @SaasyRico on X
The dashboard updates twice a day. Scores shift, tiers change, new companies get flagged.
| Ticker | Company | Score | Tier | SRD | AVO | IVM | IV Rank | 24h Δ |
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| # | Ticker | SPI | Tier | Short Load | Borrow Stress | Cycle | Momentum | Overlay |
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