C3.ai, Inc. (AI) 2023年年度报告「NYSE」.pdf

1、Letter from our Chief Executive OfficerThe Evolution of C3 AIDear C3 AI Shareholder,Like many of the worlds leading technology companies,C3 AI has changed and expanded its branding and product portfolios to achieve market leadership.When we founded C3 AI,we believed the market for elastic cloud comp

2、uting,IoT,big data,and predictive analytics software was destined to be large.That proved true.However,in 2009 the market was nascent,and the specific applications and markets were unknown.In 2008,the global public cloud market was less than$20 billion;in 2023 it is expected to approach$500 billion.

3、1 In 2008,there were less than 1 billion IoT devices worldwide2;in 2023,that number is expected to exceed 55 billion3.In 2008,the AI software market as we think about it today did not exist.This year it is expected to exceed$450 billion4.And now with Generative AI,this market alone may reach$1.3 tri

4、llion by 20325.We believe that by any standards that constitutes explosive growth.When we consider mega-market developments like the internet,the smartphone,and AI,it is impossible to anticipate a priori exactly how these markets will develop.With the advent of the Mosaic internet browser in 1993,wh

5、o could have anticipated Amazon and Google?With the founding of Apple Computer Company in 1976,who could have anticipated the iPhone?The Apple Store?Apple TV?iTunes?These mega-markets develop in unanticipated ways.We believe that Enterprise AI is a mega-market event.As this market has developed,C3 A

6、I has continually expanded its market offerings and continually expanded its market position to address the ever-expanding opportunity.C3:2009-2012We founded C3 in January of 2009 and developed some of the core components of what is now the C3 AI Platform within the first year.You may recall there w