Thought 005 · Evidence explorer

The pattern, with the evidence attached.

Choose a theme to inspect the underlying AI applications, grouped by company. Search within the theme or narrow the evidence by sector.

Use cases
398
Specific applications
Companies
109
Naming AI uses
Themes
10
Analytical overlay
Selected

The company names, categories, descriptions, periods, confidence labels, and available source links are preserved from the research. The ten-theme grouping is heuristic.

Research window: qualifying shareholder and CEO letters reporting on Q3 2025 or later. This is a census of what companies describe in those letters, not a complete measure of AI adoption across the S&P 500. Five entries in the supplied research do not include a source URL; they remain visible and are labeled accordingly.