Image

Navigating the AI Revolution in Capital Markets

CIBC Perspectives

Navigating the AI Revolution in Capital Markets

Roman Dubczak sits down with colleague Daniel Lee to explore how generative AI is reshaping the software landscape. The discussion covers the divergence in performance between AI beneficiaries and traditional SaaS companies, the rise of AI-native business models, and the economic implications of autonomous “agentic” AI. Daniel shares insights on how AI is driving new pricing strategies and the complexities investors face in valuing AI-driven companies.  

Running time: 20 minutes, 17 seconds

Host

Roman Dubczak, Deputy Chair, CIBC Capital Markets

With

Daniel Lee, Managing Director, Technology and Innovation, Global Investment Banking, CIBC Capital Markets

Related Insights

Your feedback matters to us!

Please fill out the form below to share your feedback to the CIBC Capital Markets Insights team.
If you would like to provide further details, please feel free to contact us.