About the Project

Tracking the economic impact of the AI revolution

The Motivation

On November 30, 2022, OpenAI released ChatGPT to the public. What followed was nothing short of a technological earthquake that continues to reshape entire industries.

While the media narrative often focuses on the technology itself, we wanted to answer a different question: Who wins, and who loses?

The AI Disruption Tracker visualizes the economic consequences of the AI revolution by tracking stock performance of companies across different sectors since ChatGPT's launch. The data tells a compelling story of creative destruction in real-time.

Key insight: According to JPMorgan, AI-related stocks have been responsible for roughly 75% of S&P 500 total returns, 80% of earnings growth, and 90% of capital spending growth since ChatGPT's debut.

What We Track

Winners – Companies benefiting from the AI boom: chip makers, cloud platforms, AI-native software
Under Pressure – Positive since ChatGPT launch, but recent trend is negative
Disrupted Business Models – Traditional players facing existential pressure: stock media, freelance platforms, legacy advertising

Our Approach

We believe in transparency and data-driven journalism:

Real data – Stock performance sourced from Yahoo Finance, updated daily
Clear reference point – All comparisons measured from ChatGPT launch (Nov 30, 2022)
Cited sources – Every claim backed by verifiable sources
Automated updates – Data refreshes every morning at 6:00 AM CET

Who Built This

This project was created by Tobias Becker, exploring the intersection of AI, markets, and data visualization.

The entire codebase was developed in collaboration with Claude (Anthropic's AI assistant) using Claude Code – a fitting approach for a project about AI's impact on the economy.