Two charts recreated from a BCG analysis of how AI's profits split across sectors and which competitive advantages actually survive it. Click a sector or a dot for the reasoning behind it.
Adapted from BCG, “Who Will Win as AI Rewrites Competitive Advantage?” by Jesper Nielsen, Rahul Khubchandani, James Tucker, Ketil Gjerstad, Gerry Hansell and Hans Roedahl, published 13 August 2026. Descriptions below are paraphrased, not quoted, from that article. This page isn't a BCG product.
How the profit pool shifts for five groups, across thirteen sectors. Click a sector name to see the reasoning where BCG gives it, or the general read where it doesn't.
Durability under AI, plotted against depth of protective moat. Click any point for the example behind it.