top of page
  • Writer's pictureBrett Schafer

Deep Dive: Jason Moser Discusses C3.AI Stock

Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes

Jason Moser from the Motley Fool joins the show once again to talk about a recent IPO called C3.AI, The name is a bit strange, but once Jason goes through how the business works and why large companies are paying nine-figure deals for its services, you understand why he is excited about this investment. Here are the questions we asked him:

  1. How’d you find

  2. Some brief notes on the history

  3. Can you explain the business model?

  4. Who are their customers? What value do they provide for them? How many customers out there could use’s expertise?

  5. How do they make money?

  6. Thoughts on management

  7. Quote from CEO: “Virtually every one of our customers would have tried to build these enterprise AI platforms, once, twice, or three times and failed in the effort.” How hard do you think it would be for another software company to copy’s product suite?

  8. The Baker Hughes contract is now worth almost $500 million over six years. Why are companies willing to pay so much for’s products?

  9. Thoughts on valuation currently?

  10. What are you watching to identify whether is succeeding?

  11. What are the biggest risks that you see here for investors in

Chit Chat Money is sponsored by 7investing. Use our link or enter promo code “CCM” at check-out to get $10 off your first month of the service.

Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

59 views0 comments
Post: Blog2_Post
bottom of page