This chapter explores C3AI's unique position in the AI industry, noting how it struggles to capitalize on the current AI craze despite its longstanding focus on the technology. It critiques C3AI's generative AI strategies, highlighting their incremental approach and the continued necessity of foundational software development.
It takes more than a buncha buzzwords to build a company.
(00:21) Tim Beyers and Mary Long discuss:
How jobs reports impact investment theses
A tech company’s changing identity
What C3.ai actually does
(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.
Learn more about the Range Rover Sport www.landroverusa.com
Companies discussed: AI, NVDA, MSFT, WING
Host: Mary Long
Guest: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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