AI Sovereign Classification (ASC) is exmxc’s structural taxonomy for evaluating the strategic position of companies in the AI-search era.
ASC categorizes entities into three tiers based on their underlying power in the AI economy:
Companies with durable moats in compute, energy, structured data, or ontology.
These entities supply the infrastructure, meaning, or trust layer that AI systems depend on.
They are consolidation beneficiaries during corrections.
Companies whose value relies on AI hype, API dependencies, SEO-era economics, or non-moated application layers.
These entities face structural risk as AI-native systems consolidate visibility and routing.
Companies with deep vertical data graphs, logistics maps, or regulated data reservoirs that can vault into sovereignty if they execute correctly.
They are long-term option value.
ASC is used across exmxc’s models — EEI, ontology weighting, perception maps, and vertical briefings — as a shared classification language for how AIs assess economic structure.
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