Episode Details

Tom Siebel is back as CEO of C3.ai in Q4 2026, dropping $69M of his own cash into the stock while publicly blowing up a failed consumption strategy.

In ~10 minutes:

- Firing 35% of global staff to aggressively slash costs.

- Reversing the pilot sales model to hunt multi-million dollar whales.

- A disappearing $225M backlog and zero product mix visibility.

- The massive €2.1 billion European trade secret lawsuit.

It is a scorched-earth turnaround for the software pioneer. Revenue plummeted over 50% year-over-year, prompting the CEO to publicly eviscerate the company's recent execution. We break down the sheer brutality of the cuts, the resulting drop in stock-based compensation, and whether a much smaller, AI-automated workforce can actually secure enough massive contracts to preserve their $670M cash runway.

Company: C3.ai (AI) | Q4 FY2026

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