C3.ai's Tom Siebel: 'If We Succeed, We Will Be One Of The World's Greatest Software Companies' - C3 AI

I had a couple questions I had wanted to ask Tom Siebel ever since his company, C3.ai (ticker "AI") went public in December of 2020. When I finally get my chance, I have to wait a moment, because Siebel is irrepressible. He often has the advantage on a reporter, leading with a kind of gusto that eclipses the standard question and answer protocol. "I had an epiphany this week," Siebel tells me, over a Greek coffee at a Greek joint in midtown Manhattan, Friday afternoon. Siebel, in the course of meeting with investors in New York and Boston this week, including Fidelity, has had reason to crystallize his thoughts about what artificial intelligence means, at least for his company and his customers. It is a good time to go on the road. At a recent stock price of $24.24, C3.ai shares are down sixty-five percent in the past year, twenty-two percent this year, and seventy-four percent since the IPO. And the entire software market is somewhat in the toilet as valuations are revised across the board.