C3.ai, Inc. (NYSE:AI) Q3 2023 Earnings Call Transcript

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They then that gets passed down to 22 stars goes to four corporals, goes to 16 IP people. And four weeks later, somebody goes back with two PowerPoint slides in the Joint Chiefs meeting. That’s really how it works. So when we were thinking about Google for DoD. I mean the way they phrased the question really facilitated the creative process. So, Ed and I and a couple of other people got together in a room when we started to say Google for DoD, what does that mean? Well, Google, if you think about the Google human interface, Okay. That’s the one in the interface that everybody in the world knows how to use, okay, is basically the search bar. And we figured out a way to use that for every application we do, DoD, manufacturing, supply chain precision health demand forecasting where you simply type in the question, what’s my satellite coverage on into Paycom.

It uses generative AI to say, did you mean this or this, just like Google does. You click on the answer you do that you and it uses normal AI to give you the answer. It uses kind of check the capability to give you a detailed explanation on the right, with which you can interact via chat. Okay. Understand though, the chat universe that you know about is only the information content of the enterprise that were installed, be it Dow, be it EY or be at a Department of the Army. And then below, you get a log of last of other areas that you might want to click on that are related to the question, whatever the question was semi coverage into Paycom. These might be share files, click files, XL files documents, what have you. So we put that together and start playing with it.

And then we develop some techniques that by combining enterprise search with indexation processing and generative AI, reinforcement learning and it’s kind of the Google user interface in a very non-IPS manner, we’re able to solve a very interesting problem or now we have an application that the share joint chiefs can use at the end of the and the private and the flight line at right patterns and Air Force base can use. So there’s a link in our news release. We can go on and see the application. And I think this might fundamentally change the nature of the human computer interface anise applications. It’s pretty neat. And what we’ll be showing it in Florida next week to our users working on about 10 of our applications. and releasing it into production this spread.

So it’s we didn’t advent generative AI. We’re just taking advantage of the billions of dollars of research that’s going on out there. And whoever has the hottest product of the day, be it Microsoft or Google or Open AI or whoever it comes up with it next, we just use that in our engine and our architecture supports that. So, sorry for the long answer, but it is really exciting, and I encourage you to click on the link on our news release, and there’s about a four-minute demo there that will give you a feel for it. I think you’ll think it’s unique, has a lot of utility and will dramatically increase the usability and attractiveness of our products.

Gil Luria: My follow-up is it sounds like you’re talking about two things. One, about how generative makes your current products we better and another how you can apply it in an enterprise level beyond your product set to other data sets within the enterprise, which one is the bigger commercial opportunity?

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