The Five Biggest AI Losers

The AI revolution isn’t just about winners; it’s also about those left behind. And while the market celebrates trillions in new wealth creation, we’ve been focused on finding the new losers.

Earlier this year, we published on Chegg and predicted that “rapidly growing new competition powered by AI is destroying Chegg’s key student market” and concluded that “Chegg is a billion-dollar company headed to zero.”

The company has since fallen ~80% as AI-powered competitors stole share.

Today, we are highlighting five more public companies that we believe are doomed to fail. These companies have high debt, huge employee footprints, and no route of escape.

With the help of AI from EdmundSEC, The Bear Cave reviewed the SEC filings, earnings call transcripts, and conference presentations of the 1,000 largest public companies to identify that this sector will be most affected.

Let’s dig in.