Companies by layer, ranked by LinkedIn following — a map of where attention and capital sit, and where the next gaps are.
PacePark AI Research·Jun 20, 2026·42 companies
LinkedIn following is an imperfect but useful proxy for mindshare, hiring gravity, and go-to-market reach. It rewards consumer/Western brands and undercounts Chinese labs (whose products dwarf their LinkedIn footprint — see DeepSeek, Qwen, Moonshot). Read the table as a popularity-and-reach map, and read the analysis below for where the actual opportunity sits across applications, models, and infrastructure.
Companies ranked by LinkedIn followers
Click any column header to re-sort. Use the filters to isolate a layer. "est" = estimated / low-confidence count.
#
Company
Layer
Followers ▼
Valuation
HQ
The three layers — how crowded, where the gap is
Where defensibility and open whitespace currently sit.
Where the next opportunity sits
Theses on the highest-leverage open spaces, given the map above.