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answer: direct
beat: ai-technology
source: 1 article · updated: October 8, 2026
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Who are the winners in the 60% base case?

Companies that used AI to augment rather than replace human developers. These organizations maintain their junior talent pipelines, avoid the massive code churn crisis, and capture sustained efficiency gains without incinerating institutional engineering memory.

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The Three Futures of the AI Boom: Bull, Bear, and the 60% Middle Path

Stifel gives 2026 a 25% bull case, a 15% bear case and a 60% constructive base case. What each path could mean for AI companies and developers.

Crashtech Editorial October 8, 2026 How AI Actually Works

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