Tom Siebel, CEO of C3.ai, compared the current AI boom to the internet boom, highlighting that despite revolutionary technologies, valuations might be overstated.
Siebel pointed out C3.ai's strong government contracts, noting their work with the U.S. Department of Defense, which showcases the company’s credibility in enterprise AI.
Paul Marino emphasized that brand recognition like that of OpenAI does not guarantee market dominance, suggesting that innovation can always be replicated or surpassed.
Sandeep Rao indicated that the competitive edge of large language models relies more on business relationships and usability than just technological superiority.
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