C3.ai, Inc. (AI) CEO Tom Siebel Presents at KeyBanc Summit @ AWS Re:Invent Conference (Transcript)

Company and Industry Overview - Company: C3.ai, Inc. (NYSE:AI) - Industry: Enterprise AI software - Market Size: $300 billion in a few years - Business Model: Building a software platform for organizations to design, develop, provision, and operate enterprise AI applications - Unique Selling Points: - Comprehensive platform encompassing various AI capabilities - Model-driven architecture for easy deployment across different cloud platforms - Open architecture allowing integration with other technologies Core Points and Arguments - C3.ai's History and Vision: - Founded by Tom Siebel, who has extensive experience in the enterprise application software business - Focus on leveraging elastic cloud computing, big data, IoT, and predictive analytics to drive market growth - Aim to establish a market leadership position globally in enterprise AI software - C3.ai's Unique Approach: - Differentiates from point solutions by providing a comprehensive platform with all necessary AI capabilities - Offers a model-driven architecture for easy deployment and compatibility with other technologies - Supports various cloud platforms, including Microsoft Azure, AWS, Google Cloud, and IBM Cloud - C3.ai's Product Portfolio: - C3 AI Suite: Comprehensive platform for building enterprise AI applications - C3 AI Applications: Pre-built applications for specific industries, such as manufacturing, aerospace, telco, and financial services - Ex Machina: No-code platform for citizen data scientists and business analysts - Data Vision: Graphical representation of data and relationships, enhancing human-computer interaction Other Important Points - Partnerships: - Strategic partnerships with industry leaders like Baker Hughes, FIS, Raytheon, and Microsoft - Collaborations with cloud providers like AWS, Google Cloud, and NVIDIA - Market Strategy: - Geographically, vertically, and partner-driven go-to-market strategy - Focus on key verticals such as oil and gas, utilities, telecommunications, and financial services - Digital Transformation: - Accelerating digital transformation in various industries, including energy, manufacturing, and defense - Enabling organizations to aggregate and analyze large amounts of data for improved decision-making - Investor Perspective: - Differentiating AI as a replacement market for enterprise applications - Potential for high growth and profitability in the enterprise AI software market