Tech: C3.AI IPO
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 4 December 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
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
Check out more of our content here:
StockUp, The Motley Fool's weekly email newsletter
Reach us by Email @ IndustryFocus@fool.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | It's Friday, December 4th and we are talking about C3. AI. |
| 0:31.6 | I'm your host, Dylan Lewis and I'm joined by Fool.com's other Opel opportunist of owning |
| 0:35.8 | outrageously optimistic opulence. Brian Veroldi, the tongue twister's back, that means that one of my favorite |
| 0:42.4 | co-host is back. Brian, how are you doing back, that means that one of my favorite co-host is back. |
| 0:43.3 | Brian, how are you doing? |
| 0:44.4 | And it means that yet again, Dylan, I failed. |
| 0:47.2 | You know, there's a rhythm to it. |
| 0:49.9 | I'm usually like, okay, there's gonna be like six words here and I think I |
| 0:53.7 | think you managed to sneak an extra one or two in I almost ran out of breath. |
| 0:57.2 | There you go well then that's I guess that's the best that I can hope for given your |
| 1:01.2 | flawless track record. You know I think we're just |
| 1:04.2 | going to hit the day where eventually you're like you know what I'm throwing 13 |
| 1:07.7 | at him. We're just going to see how long he can go until he doesn't have any |
| 1:11.5 | oxygen left in his lungs and that will be the day that I don't get through |
| 1:14.8 | your kick-off tone. |
| 1:15.8 | I'll build it up Dylan one word at a time each week. |
| 1:17.8 | But then you'd be training me. |
| 1:20.1 | You'd be slowly building up my resistance and making me capable. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.