AI vs. AI: Evaluating 2026 Investment Theses

Bill Cara’s article details an experiment where six major artificial intelligence platforms competed to forecast the financial landscape of 2026 and offer strategic investment guidance. Each AI then scrutinized and ranked its competitors’ responses based on how effectively they addressed professional portfolio management needs and risk assessment. Perplexity emerged as the consensus winner, praised for its institutional-grade focus on infrastructure bottlenecks and realistic capital expenditure constraints. Conversely, SuperGrok and ChatGPT were ranked lowest for providing advice that was deemed either too speculative or overly generic. Ultimately, the exercise illustrates a shifting narrative from AI adoption to AI monetization, emphasizing the value of energy infrastructure and margin-improving companies.