survivors and victims of agentic ai

Survivors and Victims of Agentic AI — MPC Markets
MPC AI Disruption Series · March 2026

SURVIVORS AND VICTIMS OF AGENTIC AI

The MPC Five-Pillar Moat Framework applied to 68 ASX & global stocks — mapping who thrives, who adapts, and who vanishes
THE MPC FIVE-PILLAR MOAT FRAMEWORK
01 PROPRIETARY DATA
02 WORKFLOW EMBEDDING
03 COMPLIANCE BARRIERS
04 DOMAIN LOGIC
05 FRONTIER RESEARCH POSTURE
FILTER STOCKS
AI Beneficiary
Low Threat
Moderate-Low
Moderate
Elevated
High Threat
Existential
DASHED Non-SaaS
THREAT ↓   TIME →
IMMEDIATE2026
2 YEARS2028
>2 YEARS2029+
AI BENEFICIARY
CrowdStrike CRWD
Palo Alto PANW
Palantir PLTR
Pro Medicus PME
Veeva Systems VEEV
WiseTech WTC
CrowdStrike CRWD
Palo Alto PANW
Palantir PLTR
Pro Medicus PME
Veeva Systems VEEV
WiseTech WTC
CrowdStrike CRWD
Palo Alto PANW
Palantir PLTR
Pro Medicus PME
Veeva Systems VEEV
WiseTech WTC
LOW THREAT
Bentley Sys BSY
CAR Group CAR
Catapult CAT
Constellation CSU
DUG Tech DUG
Guidewire GWRE
HUB24 HUB
ServiceNow NOW
Nuix NXL
Privia Health PRVA
REA Group REA
SiteMinder SDR
TechnologyOne TNE
Toast TOST
Bentley Sys BSY
CAR Group CAR
Catapult CAT
Constellation CSU
DUG Tech DUG
Guidewire GWRE
HUB24 HUB
ServiceNow NOW
Nuix NXL
Privia Health PRVA
REA Group REA
SiteMinder SDR
TechnologyOne TNE
Toast TOST
Bentley Sys BSY
CAR Group CAR
Catapult CAT
Constellation CSU
Guidewire GWRE
HUB24 HUB
ServiceNow NOW
Nuix NXL
Privia Health PRVA
REA Group REA
TechnologyOne TNE
Toast TOST
MODERATE-LOW
Bravura BVS
Clearwater CWAN
Intuit INTU
Microsoft MSFT
Procore PCOR
Praemium PPS
ReadyTech RDY
SAP SAP
Atlassian TEAM
Bravura BVS
Clearwater CWAN
Intuit INTU
Microsoft MSFT
Procore PCOR
Praemium PPS
SAP SAP
Atlassian TEAM
Clearwater CWAN
DUG Tech DUG
Intuit INTU
Microsoft MSFT
SAP SAP
SiteMinder SDR
MODERATE
Life360 360
Autodesk ADSK
ALS Limited ALQ
Computershare CPU
Salesforce CRM
HubSpot HUBS
Iress IRE
Medibank MPL
Schrödinger SDGR
Smartpay SMP
Life360 360
Autodesk ADSK
ALS Limited ALQ
Computershare CPU
Salesforce CRM
HubSpot HUBS
Medibank MPL
ReadyTech RDY
Schrödinger SDGR
Autodesk ADSK
Bravura BVS
Procore PCOR
Praemium PPS
ReadyTech RDY
Atlassian TEAM
ELEVATED
Adobe ADBE
Appen APX
Bapcor BAP
Count Financial CUP
Flight Centre FLT
Harvey Norman HVN
IPH Limited IPH
News Corp NWS
Steadfast SDF
Smartgroup SIQ
Snowflake SNOW
Suncorp SUN
Workday WDAY
Webjet WEB
Xero XRO
Adobe ADBE
Iress IRE
Smartgroup SIQ
Smartpay SMP
Snowflake SNOW
Suncorp SUN
Workday WDAY
Xero XRO
Life360 360
Adobe ADBE
ALS Limited ALQ
Computershare CPU
Salesforce CRM
HubSpot HUBS
Iress IRE
Medibank MPL
Schrödinger SDGR
Smartpay SMP
Snowflake SNOW
Suncorp SUN
Workday WDAY
Xero XRO
HIGH THREAT
Definitive HC DH
DocuSign DOCU
Helia Group HLI
IDP Education IEL
IMF Bentham IMF
Mortgage Choice MOC
Nine Ent. NEC
UiPath PATH
Zoom ZM
Appen APX
Bapcor BAP
Count Financial CUP
Definitive HC DH
DocuSign DOCU
Flight Centre FLT
Helia Group HLI
Harvey Norman HVN
IDP Education IEL
IMF Bentham IMF
IPH Limited IPH
Mortgage Choice MOC
Nine Ent. NEC
News Corp NWS
UiPath PATH
Steadfast SDF
Webjet WEB
Zoom ZM
Appen APX
Bapcor BAP
Count Financial CUP
DocuSign DOCU
Flight Centre FLT
Harvey Norman HVN
IPH Limited IPH
News Corp NWS
Steadfast SDF
Smartgroup SIQ
Webjet WEB
Zoom ZM
EXISTENTIAL
AMA Group AMA
Dicker Data DDR
Domain DHG
oOh!media OML
SEEK SEK
AMA Group AMA
Dicker Data DDR
Domain DHG
oOh!media OML
SEEK SEK
AMA Group AMA
Dicker Data DDR
Definitive HC DH
Domain DHG
Helia Group HLI
IDP Education IEL
IMF Bentham IMF
Mortgage Choice MOC
Nine Ent. NEC
oOh!media OML
UiPath PATH
SEEK SEK
TIME HORIZON →    RED = IMMEDIATE DANGER   ·   BLUE = LONGER RUNWAY   ·   GREEN = AI BENEFICIARY
MPC Markets · AI Disruption Series · March 2026 GENERAL INFORMATION ONLY — NOT PERSONAL FINANCIAL ADVICE
Threat Trajectory

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