AI Economy Dashboard
The AI Economy Dashboard tracks every AI company, every raise, every valuation, independently. Market cap, P/S ratio, and capex updated daily.
What's Tracked
- 71 AI companies with detailed financial profiles
- Market cap across the AI sector (currently $21T+)
- Total funding tracked ($287B+)
- Revenue estimates ($650B+)
- AI Bubble Index measuring valuation health
- HHI concentration index (1669, moderate)
AI Bubble Index
The signature indicator. Currently reading 278% (frothy).
| Component | Weight | What It Measures |
|---|---|---|
| Valuation Premium | 40% | P/S ratio relative to historical software norms |
| Funding Acceleration | 20% | Rate of change in round sizes and frequency |
| Concentration Risk | 15% | Market concentration (Herfindahl-Hirschman Index) |
| Revenue Quality | 15% | Recurring vs one-time revenue, growth sustainability |
| Capex Gap | 10% | Hyperscaler AI infrastructure spend vs AI revenue generated |
The index reads on a scale: Healthy (under 150%) to Frothy (150-300%) to Overheated (300-500%) to Bubble (500%+).
Full methodology: benchgecko.ai/methodology
Company Profiles
Each tracked company has a profile on BenchGecko showing:
- Valuation timeline with funding rounds
- Investors and lead investors per round
- Revenue estimates with growth rate
- Employee count and growth
- Products and models offered
- P/S ratio comparison to peers
- Geographic location
Market Dashboard
The dashboard view includes:
- Concentration analysis -- who owns how much of the market
- Funding velocity -- round sizes and frequency trends
- Valuation distribution -- how companies cluster by valuation bands
- Revenue leaders -- who generates the most AI revenue
- Geography -- where AI companies are headquartered
Related Pages
- Compute Hub -- infrastructure spending driving the capex gap
- Mindshare Arena -- narrative vs fundamentals
- Gecko Pulse -- composite health score incorporating the Bubble Index
- Model Pricing -- downstream pricing trends
- Changelog -- funding announcements and valuation changes