To be fair, if I had to guess, I would say, despite the grandiose stuff like billions of end users, etc, I would guess that things are happening the way they describe for the most part. Seems that Chad started taking a back seat about the same time that they expanded their partnership with Deloitte, and maybe established other partnerships CACI, etc. They say they are focused on metaverse and M&E, while pursuing energy and government verticals through partners.
Deloitte has been hiring for CortexAI and AIops.D, yet we don't hear much from them either. aiWare is a white label offering in many cases, that we will probably here nothing about except via revenues. And it does appear that aiWare has started growing. The key will be if it can continue.
Actually if I think about it, the fact that they are not hyping aiWARE in public might be encouraging, because if they were actively promoting aiWare it might be a sign that they are aggressively fishing for business. They appear to not have to do that, so maybe partnerships are in place with terms they are satisfied with. ANother thing is, Enterprise AI is still early, and I dont see any other platforms out there killing it. If I has C3 stock, I would be worried about all of these GSI companies like Deloitte Booz Allen, etc, that have closer relationships with their customers. The fact that Veritone has partnerships with many of these players is encouraging, although we still don't know the strength and depth of these partnerships. Revenues will answer that. Meanwhile, very frustrating.
