ClueCon Weekly with Pat Walravens: Wall Street's View of the AI Shift

Host Jon Gray sits down with Pat Walravens, Head of Technology Equity Research at Citizens, to talk about how Wall Street is sizing up the AI transition and which companies are positioned to win.

With more than 20 years covering software and AI companies, Pat has seen this kind of disruption before. He explains why roughly two-thirds of the top software companies from 2000 didn’t survive the jump to SaaS, and what today’s SaaS companies need to change to avoid the same fate: not just the product, but pricing, implementation, and support.

Host: Jon Gray, Solutions Architect at SignalWire

Guest: Pat Walravens, Head of Technology Equity Research at Citizens

Disclaimers:

- This episode is for informational and educational purposes only and does not constitute investment advice. Always do your own research before making investment decisions.

- Citizens JMP Securities, LLC, was manager or co-manager of a public offering of securities for Navan, Inc. (NAVN) in the past 12 months and received compensation for doing so.

- Citizens JMP Securities, LLC. expects to receive OR intends to seek compensation for investment banking services from Navan, Inc. in the next three months.

- Citizens JMP Securities, LLC, or its affiliates have received compensation from Navan, Inc. for products or services other than investment banking services in the previous 12 months.

- Citizens JMP Securities, LLC currently makes a market in the security of Bandwidth Inc.

- Citizens JMP Securities, LLC, has received compensation for investment banking or other services rendered to Bandwidth Inc. in the past 12 months.

- Citizens JMP Securities, LLC, was manager or co-manager of a public offering of securities for Bandwidth Inc. (BAND) in the past 12 months and received compensation for doing so.

- Citizens JMP Securities, LLC. expects to receive OR intends to seek compensation for investment banking services from Bandwidth Inc. in the next three months.