SCANNING● LIVE DATAUTC 2026-11-14 00:00:00
VENDORS 23RECEIPTS 54CRITICAL 57D ▲ 3 NEWv0.9.4-rc1
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Methodology →
gotnerfed◆VENDOR RISK · 23 VENDORS · 54 RECEIPTS · ROLLING 30D INDEX

Are we exposed right now?

The procurement view. Top exposed vendors at the top, alerts strip below, full cross-vendor heatmap underneath. Updated hourly. If a vendor crossed a band, you see it before your CFO does.

VENDORS IN SHRINKING OR WORSE
1 of 23
4.3% of tracked vendors are actively hostile to paid users.
▲ 1 SINCE LAST QUARTER
CRITICAL RECEIPTS · LAST 90D
0
No critical receipts logged in the last 90 days.
BAND CROSSINGS · LAST QUARTER
1
v0 → shrinking
HIGHEST 30D PROBABILITY
90%
Gemini (Google) · likely other
RECENT BAND CROSSINGSv0 crossed SHRINKING· this quarterview full alert history →

§ 01TOP EXPOSED VENDORS

sorted by Nerf Index · click any card for full vendor report
v0
AI CODING
59SHRINKING
CRITICAL · LAST 90D
0
30D PROB · NEXT NERF
23%
Vercel · part of Vercel▲ +43
Claude (Anthropic)
AI CHAT
33ON WATCH
CRITICAL · LAST 90D
0
30D PROB · NEXT NERF
64%
Anthropic · Series F▼ -10
Gemini (Google)
AI CHAT
29ON WATCH
CRITICAL · LAST 90D
0
30D PROB · NEXT NERF
90%
Google · part of Alphabet▲ +1
Midjourney
AI IMAGE
20CLEAN
CRITICAL · LAST 90D
0
30D PROB · NEXT NERF
24%
Midjourney · private (no VC)▼ -7

§ 02CROSS-VENDOR HEATMAP

hot cells = high risk on that dimension
ALL VENDORS · ALL DIMENSIONS
TOP QUARTILE2ND3RDBOTTOM / 0
VENDORBANDINDEXCRITICALMAJORLAST 90DPEAK SCORECADENCE
v0ai-codingSHRINKING 59 1 2 268~197d
Claude (Anthropic)ai-chatON WATCH 33 0 14 1247~36d
Gemini (Google)ai-chatON WATCH 29 0 1 436~17d
Midjourneyai-imageCLEAN 20 1 0 073—
ChatGPTai-chatCLEAN 19 0 2 047~242d
GitHub Copilotai-codingCLEAN 19 0 1 047~423d
Claude Codeai-codingCLEAN 17 1 0 062~267d
Replit Agentai-codingCLEAN 17 1 2 047~74d
Devinai-codingCLEAN 13 0 1 047—
DeepSeekai-chatCLEAN 11 0 0 020~75d
OpenAI APIai-chatCLEAN 10 0 1 029—
Runwayai-videoCLEAN 10 0 1 032—
Cursorai-codingCLEAN 8 1 0 068~21d
ElevenLabsai-audioCLEAN 8 0 1 043—
Perplexityai-searchCLEAN 6 0 1 043—
Lovableai-codingCLEAN 6 0 0 024—
Notion AIotherCLEAN 5 0 1 050—
Grok (xAI)ai-chatNO RECEIPTS 0 0 0 00—
◆ HOW TO READ THIS

What “exposed” means and what action to take.

  • ●Predator band - migration recommended. Receipts show repeated paid-user value cuts. Run the escape pod →
  • ●Shrinking band - receipts show pattern of cuts; budget for migration in next 1–2 quarters.
  • ●On watch - emerging pattern; monitor and don’t expand commitments.
  • ●Clean - no material harm in the trailing window. Safe.
  • ●Cadence - average days between receipts. Lower = more frequent changes. Only computed when ≥2 receipts.
  • ●Delta vs last quarter - change in Nerf Index since 90 days ago. Negative is good.