Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
Clay's agent-first GTM dominance
The bull case argued for Clay: it is the clear leader in agent-friendly go-to-market software, positioned to capture explosive usage growth as AI agents run GTM motions 10-100x more than humans.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.