Industry Focus

Don't be fooled by the odd name, this enterprise AI business is interesting.

Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps.

We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI.

Stocks: AI

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Direct download: 20201204_IF_Tech.mp3
Category:Podcast -- posted at: 5:48pm EST