界面之争：发布消费级 AI 颠覆指数.docxVIP

BattlefortheInterface:

IntroducingtheConsumerAIDisruptionIndex

January2026

Contents

03ExecutiveSummary

04TheShiftingConsumerJourneyLandscape

05Newstudy:ConsumerAIDisruptionIndex

15Conclusion

16AbouttheAuthors

ExecutiveSummary

AI-drivendisruption”wasmeasuredthroughtwometrics:Disruption

ofcustomerdiscovery(vis-a-vis

conventionalmarketingchannels)

andtheservicemodelofabrand.“Strengthofcustomerrelationships”wasmeasuredbycombiningthree

metrics:acquisitionstrength

(ratiooforganictopaidadvertising),sustainedloyalty(stickinessafterappinstallation),andplatform

engagementdepth(proportionoftimespentonappsvswebsites).

Artificialintelligenceisfundamentallyreshapinghow

consumersdiscover,evaluate,andpurchaseproductsandservicesonline.Thetraditionalmarketingfunnel—from

inspirationtoloyalty—iscompressingrapidlyasgenerativeAItools,largelanguagemodels(LLMs),andagentic

commercearecapturingaudiencesandredirecting

consumerbehavior.BoardsandC-Suitesareassessingthevulnerabilitiesintheircustomerjourney—fromdiscoverytoconversiontoservice—catalyzedbyconsumer-facingAI

companiessuchasChatGPT,Gemini,etc.

InBCGxMoloco’ssurveyof238seniormarketingleaders,67%ofthemexpectahighlevelofAI-drivendisruptiontotheirvertical’sconsumerjourney.Andalmostallexpectatleastsomelevelofdisruption.

TounderstandwhichindustriesaremostexposedtoAI-drivendisruptionfromconsumer-facingLLMsandAI

assistants,BCGxMolocohavedevelopedtheConsumerAIDisruptionIndex,assessing17consumer-facing

verticalsalongtwoaxes:AI-drivendisruption

(dimensionsofdiscoveryandservice)andstrengthofcustomerrelationships(acquisition,loyalty,and

engagementdepth).

Asconsumerjourneysshiftfromanopen-webenvironmentwithwell-understoodorganicandpaidtrafficleversto

AI-mediatedexperiencesthatincreasinglydisintermediateco