Thunderdome B2B SaaS AI Visibility Index

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The Thunderdome Report · Issue 2

The Map You Claim Versus the Map the Models Draw

Month two of the index surfaces a fault line more actionable than any score: the brands the models recommend are not always the brands that think they own those categories.

August 2026 snapshot · Published August 3, 2026

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  1. Retool owns its measured category, not its claimed one

    Retool scores 95 in No-Code and Internal Tool Builders, the highest single score in the entire index, yet positions itself on its own site as an AI App Builder. The models ignore that framing entirely and recommend Replit and Lovable there instead, leaving Retool's actual AI dominance in a category it does not publicly claim.

  2. 12 brands are winning categories they aren't selling

    Retool is not an outlier: 11 other measured brands show the same gap between their stated positioning and where the models actually place them. For a buyer using AI to shortlist software, that misalignment means a brand can be the top recommendation in a category its own sales team never pitches.

  3. dbt jumped 10 points in a single month

    dbt moved from 26 to 36 in Data Integration and ETL, the largest absolute gain in the index this period. A 10-point swing in one month in a contested category is the clearest signal in the dataset that model recommendations are still in motion.

  4. ShipHero splits 55 points across three models

    In Warehouse Management, ChatGPT scores ShipHero at 40, Claude at 9, and Gemini at 64, a spread of 55 points on a 100-point scale. No other brand in the index shows a gap that wide, which means a buyer's AI recommendation for WMS software depends almost entirely on which model they happen to use.

  5. Chargebee lost 9 points while still leading its category

    Chargebee fell from 60 to 52 in Subscription Billing, the steepest single-brand decline this month. The drop is a reminder that a high absolute score does not immunize a brand from month-over-month erosion, and challengers in that category now have measurably less ground to close.

  6. Substack leads Beehiiv by half a point

    Publishing and Newsletters is the tightest race in the index: Substack at 59, Beehiiv at 59, a gap of 0.5 points across 2808 answers. At that margin, any single shift in model training or prompt framing could flip the category leader.

  7. The models agree on a winner in 21 of 39 categories

    In the remaining 18 categories, the three models name different top picks, meaning nearly half the index has no settled AI answer. For buyers in those 18 categories, the recommendation they receive is a function of model choice as much as brand strength.

  8. No brand owns the AI Visibility category itself

    Profound leads AI Visibility and AEO with a score of only 41, the lowest category-leader score in the index. The tools built to help brands win AI recommendations have not yet won them.

Every category leader, August 2026: fame vs ownership
40% median 81% 100% 0 med 39% 95% Own the answer Named, not chosen Polarizing pick Open field HubSpotRetoolStripeMatterportTwilioNotionCulture AmpLattice How often the models name you → How often you are THE answer →

One bubble per category leader. Across: the share of that category's answers that mention the brand. Up: the share where it is the models' first pick. Bubble size is the leader's score margin over the runner-up; lime marks the widest margin. Only outliers are labeled. Snapshotted with this issue.


Notebook

Widest moat. Matterport leads its nearest competitor in 3D Virtual Tours and Spatial Capture by 47 points, the largest gap between first and second place in any category this month.

Fastest riser. CodeSignal gained 9 points in Technical Interviewing and Assessment, moving from 45 to 54, crossing the midpoint of the scale in a single reporting period.

Sharpest decline. Cornerstone fell 7 points in Corporate Learning, dropping from 17 to 10, a loss that nearly halves its already modest score in one month.

Consensus count. All three models agree on the same top brand in 21 of 39 categories measured, which means consensus exists in just over half the index after two months of measurement.

Positioning gap. 12 brands in this month's data are the models' top recommendation in a category different from the one they claim on their own website, a structural blind spot that scores alone do not reveal.

Written from the August 2026 measurements. Every number traces to the published dataset; see how it is measured.

Rankings cited in this issue: No-Code & Internal Tool Builders · Publishing & Newsletters · Warehouse Management (WMS) · 3D Virtual Tours & Spatial Capture · AI Visibility & AEO · Data Integration & ETL · Technical Interviewing & Assessment · Performance Management · Subscription Billing · Corporate Learning (LMS) · Sales Engagement & Outbound.

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