Jefferies updates its AI Risk Basket
View original at seekingalpha.comJefferies updates its AI Risk Basket [Hand pointing at digital warning icon with AI and data interface, representing system warning alert, cybersecurity threat, data error, and artificial intelligence risk.] Saksit Sangtong The Jefferies AI Risk Basket used to identify potential decliners from the impact of AI, is down…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
AI summaries reduce research value for Gartner
80% confidenceAI reallocates performance ad spend away from Snap
80% confidenceAI agents bypass OTAs for Expedia Group and Booking Holdings
80% confidenceLLM agents replace RPA for UiPath
80% confidenceAI copilots commoditize ticketing for Atlassian
80% confidenceAI agents bypass listings for Zillow Group
80% confidenceAI automates tax preparation for Intuit
80% confidenceAI fears compress allocator fees for StepStone Group
80% confidenceAI commoditizes email personalization for Klaviyo
80% confidenceAI replicates data and cuts pricing for CoStar Group
80% confidenceAI copilots reduce seat pricing for Workday
80% confidenceThe starting point is the sub-industries that could be impacted by various disruption vectors. We then combine this with stock-level returns and run it through a series of pre-trained prompts to obtain the stock-specific potential risk and disruption vector
80% confidenceAI automates delivery labor for EPAM Systems
80% confidenceAI fears compress private equity fees and multiples for alternative asset managers
80% confidenceIronically, we use an AI-assisted search algorithm to identify our AI-risk basket
80% confidenceAI agents bypass CRM workflows for Salesforce
80% confidenceAI content lowers switching costs for Unity Software
80% confidenceGenerative tools commoditize design for Adobe
80% confidence
Cited in these Via News reports
- NVIDIA Robotics Platform Gains Traction in Global Manufacturing Through ABB, Universal Robots Deals →
- Open-Source AI Models Gain Ground Against Big Tech in Global Development Race →
- Open-Source AI Models Match Big Tech Performance as Global Sovereignty Concerns Reshape Industry →
- Pentagon Bans Claude AI as US, India, China Build Rival Tech Ecosystems →