• Brett Schafer

Deep Dive: Jason Moser Discusses C3.AI Stock



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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 C3.ai?

  2. Some brief notes on the history

  3. Can you explain the C3.ai business model?

  4. Who are their customers? What value do they provide for them? How many customers out there could use C3.ai’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 C3.ai’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 C3.ai’s products?

  9. Thoughts on valuation currently?

  10. What are you watching to identify whether C3.ai is succeeding?

  11. What are the biggest risks that you see here for investors in C3.ai?


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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.

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