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How to Read the Hype Gap

Separate AI substance from marketing spin using Hype Gap analysis.

1

Understand the Components

Hype Gap = Hype Score - Reality Score

📢 Hype Score (0-100)

Measures marketing and self-promotion:

  • • Company blog posts
  • • Press releases
  • • Executive statements
  • • Buzzword frequency
  • • Vague future promises

⚙️ Reality Score (0-100)

Measures actual deliverables:

  • • GitHub activity
  • • Research papers (arXiv)
  • • Product demos
  • • Developer feedback
  • • Community discussions
2

Interpret the Number

🟢

Negative Gap (-5 or lower)

Interpretation: Under-promises, over-delivers. Rare but excellent signal.

Example: Company with Reality Score of 85 and Hype Score of 75 = -10 gap. They ship more than they promise.

✓ Find these companies at /lists/hidden-gems

🟢

Low Gap (0 to +5)

Interpretation: Honest messaging. Marketing aligns with reality.

Example: Company with Hype Score of 70 and Reality Score of 67 = +3 gap. Balanced communication.

✓ See honest companies at /lists/most-honest

🟡

Moderate Gap (+5 to +10)

Interpretation: Slight exaggeration. Normal marketing spin.

Example: Company with Hype Score of 75 and Reality Score of 67 = +8 gap. Minor overstatement but still delivering.

🟠

High Gap (+10 to +20)

Interpretation: Moderate overhype. Proceed with caution.

Example: Company with Hype Score of 80 and Reality Score of 65 = +15 gap. Marketing outpacing delivery.

🔴

Extreme Gap (+20 or higher)

Interpretation: Extreme overhype. Marketing far exceeds substance.

Example: Company with Hype Score of 90 and Reality Score of 65 = +25 gap. All talk, limited action.

⚠ See overhyped companies at /lists/most-overhyped

3

Check the Trend

The absolute Hype Gap number is important, but the trend over time reveals even more about a company's trajectory.

✅ Decreasing Gap (Positive Signal)

Hype and reality are converging. Company is delivering on promises.

Example: Gap went from +15 to +8 over 30 days → Marketing becoming more honest OR deliverables increasing

➖ Stable Gap (Neutral Signal)

Gap staying consistent. Marketing and delivery in equilibrium.

Example: Gap stayed at +10 for 60 days → Consistent messaging and delivery pace

❌ Increasing Gap (Warning Signal)

Hype is outpacing delivery. Marketing promises exceeding actual progress.

Example: Gap went from +8 to +20 over 30 days → Ramping up marketing without shipping product

4

Compare to Peers

Context matters. A Hype Gap of +10 might be excellent in one industry and concerning in another.

How to Compare:

  • Same category: Compare AI infrastructure companies to each other, not to generative AI
  • Similar stage: Compare startups to startups, established players to established players
  • Relative ranking: A company with +12 gap in a category where average is +18 is doing well

Pro Tip: Use the comparison tool to see Hype Gaps side-by-side for any two companies.