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  "documentTitle": "C3.ai, Inc. (AI)",
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      "text": "While the CEO talks up defense contracts as \"huge\", we remind investors that gov't contracts are often margin constrained and offered through highly competitive tender processes. A key Federal business hire quickly departed in Dec 2021.(1)",
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      "text": "While the CEO talks up defense contracts as “huge”, we remind investors that gov't contracts are often margin constrained and offered through highly competitive tender processes.",
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      "text": "Post IPO, C3 Promoting Aerospace & Defense as \"HUGE\"",
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      "text": "\"So as much as I would like to talk about that deal with Raytheon on that particular transaction, I don't know anything about it. And we can somehow hold the session to talk about it. How big is the opportunity in defense and Intel, it's freaking huge.\"",
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      "text": "So as much as I would like to talk about that deal with Raytheon on that particular transaction, I don't know anything about it. And we can somehow hold the session to talk about it. How big is the opportunity in defense and Intel, it's freaking huge. — CEO Siebel, Q3 2021 Conf Call",
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      "text": "CEO Calls Aerospace & Defense Market \"Freaking Huge\", Only To Then Rebrand The Segment",
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