Odd Lots · Saturday, September 19, 2026
Gene Sykes indicated that only 2% of companies report a positive impact on EPS from AI use, but 20-30% have implemented AI strategies. He noted that younger employees at Goldman Sachs are actively working on AI implementation, increasing capacity and enabling new problem-solving approaches.
“So 2% are the companies who in their earnings reports have said, we see an impact on EPS, a positive impact of our use of AI, 2% so far. There are probably 20 or 30% of the companies that have actually implemented strategies to use AI in everything they do.”
“I mean, I think about Goldman Sachs. We are. You know, we have enormous numbers of prompts about things that we use AI to do. And all of the people who are the youngest people at Goldman Sachs are sort of native AI people working to implement things that we didn't think about a year ago.”