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Clarivate Plc (CLVT) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Seeking Alpha· 2025-11-19 21:33
Core Insights - The primary focus of the discussion is on the implications of Generative AI (GenAI) for the company, particularly concerning disintermediation risks and monetization opportunities [1][2] Group 1: Disintermediation Risk - There are concerns regarding disintermediation risk associated with GenAI, prompting inquiries about the proprietary nature of the company's data and its integration into client workflows [1] - The company asserts that AI will not displace its operations, emphasizing the unique position it holds due to its proprietary data [2] Group 2: Monetization Opportunities - The company views GenAI as a significant opportunity for monetization, suggesting that it will enable new ways to generate revenue [1][2] - The discussion indicates that the company is well-positioned to thrive in the AI era due to the unique characteristics of its data [2]