Paycom is mentioned as a payroll processor that might be affected by AI, with a neutral stance.
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Who Will Really Win the AI Revolution? | Jonathan Tepper
Sep 21, 2026
The creator discusses the historical patterns of technological revolutions and bubbles, noting that early investors often face intense competition and that the ultimate winners may not be the companies that start the revolution. He expresses uncertainty about the winners in the AI space and suggests that high valuations are difficult to justify given this uncertainty. He is more interested in companies perceived as potential losers or those disrupted by AI, as these might represent good investments. He identifies software (SaaS), data and analytics firms (like FactSet, Morningstar, Refinitiv, S&P, Moody's), and online platforms as areas potentially affected by AI.
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Paychex is mentioned as a payroll processor that might be affected by AI, with a neutral stance.
Moody's has been impacted by AI's potential to disrupt data and analytics services, though the extent of the impact is noted as less severe compared to some others.
S&P Global is identified as a company that has been impacted, though not as severely as others, due to AI's potential to disrupt data and analytics services.
Refinitiv, part of the London Stock Exchange Group, is mentioned as a data and analytics firm that could be impacted by AI's ability to perform analysis.
Morningstar is listed as a data and analytics firm that might be negatively affected by AI's analytical capabilities, raising questions about its future demand.
FactSet is identified as a data and analytics firm that could be negatively impacted by AI's ability to perform analysis, questioning its future need.
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