Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Equity Bottom-Up

<ul><li>Essential enterprise AI orchestration layer. C3 AI operates as the critical bridge between powerful foundational AI models from providers like OpenAI, Anthropic, and Google and the complex reality of enterprise operations.</li><li>Rather than competing with foundation model providers, C3 AI sits above them in the technology stack, adding capabilities that large language models (LLMs) alone cannot deliver, including enterprise data integration, granular security controls, regulatory compliance, hallucination minimization, and pre-built industry applications.</li><li>The company’s LLM-agnostic architecture allows customers to integrate and switch between any foundation model, while treating the LLM as just one component of a complete enterprise solution.</li></ul>

Essential enterprise AI orchestration layer. C3 AI operates as the critical bridge between powerful foundational AI models from providers like OpenAI, Anthropic, and Google and the complex reality of enterprise operations.Rather than competing with foundation model providers, C3 AI sits above them in the technology stack, adding capabilities that large language models (LLMs) alone cannot deliver, including enterprise data integration, granular security controls, regulatory compliance, hallucination minimization, and pre-built industry applications.The company’s LLM-agnostic architecture allows customers to integrate and switch between any foundation model, while treating the LLM as just one component of a complete enterprise solution.

C3.ai Inc

Enterprise AI Pure Play at a Crossroads