Tom Siebel, C3.ai CEO: A Fortt Knox Update

Tom Siebel returns as CEO of C3.ai after a brutal 2025 of blindness and surgeries, calling the company's recent performance "candidly unacceptable." He invokes Steve Jobs, Larry Ellison and Larry Page as founder-comeback templates, dismisses Palantir's valuation as inflated relative to C3's, and bets the turnaround on agentic AI – Claude and Cursor everywhere, no traditional software engineers – with material results expected by Q3 and into fiscal 2028.