$C3.ai (AI.US)$ Tom Siebel this morning https://x.com/Dive...
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35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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MomentumPython1337 : i am relatively bullish on C3ai, but to be honest I like PLTR more. i saw their latest AI platform and as an AI engineer I liked it a lot.
it's the thing that a lot of companies have come to realize they lack and need and end up wasting months to years reinventing the wheel without success when PLTR already has the solution. now i am just basing it off what I saw from their demos I never used their app myself so i don't know if the platform has bugs or issues but based off what I saw I liked it a lot. and the thing with the camps/workshops they've held was also promising I saw the acquisition numbers they could get and they're just rolling them out non stop with great momentum. their rule of 40 is 57 (sum of revenue growth and operating margins) which is a massive number only a few top SaaS companies come close to that number
the last time i looked at c3ai I didn't like their concentration on government/defense clients but I might be wrong now. i think they're trying to diversify their client pool.
i have shares in both PLTR and C3 (some calls actually bcos I think the stock didnt get the rally when similar SaaS stocks did so last week) but I have more conviction in PLTR.
10baggerbamm OP MomentumPython1337 : I own both.. I'm down in c3 but I like Tom siebel he's a battle tested vetted CEO who knows how to execute.
MomentumPython1337 10baggerbamm OP : yes, i had a good impression of him. hopefully the company continues to execute