107. Dan Renouard + Rodd Langenhagen, Baird - Intersection of Industrial Innovation and Capital Markets

We kickoff with a macro capital markets 1H’25 lookback and 2H’25 look ahead, dig in on how industrial software has gone from “relative obscurity” +15 years ago to now one of the biggest sectors in software today, discuss how the exit environment for industrial innovation is shaping up going into the fall and which sectors are showing the most green shoots,  and finally search for the signal from the noise when it comes to AI’s impact on industrials.