IBM CEO Arvind Krishna says there is no AI bubble after all

Decoder with Nilay Patel

Vox Media Podcast Network

Technology, Business

4.3 • 3.2K Ratings

🗓️ 1 December 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

IBM was instrumental to the entire 20th century of computing — but it's a lot harder for most of us to see what it's been up to during this century. That's because it's fully an enterprise company, and CEO Arvind Krishna says that business is booming. But there’s a huge change coming to that business as well, as Watson-style deep learning has given way to LLMs and generative AI. Sure, Arvind says IBM got there a little too early. But he doesn’t seem concerned that IBM would be stuck on the sidelines. Read the full interview transcript on The Verge. Links: Computer wins on ‘Jeopardy!’: Trivial, it’s not | New York Times (2011) What Ever Happened to IBM’s Watson? | New York Times (2021) America Forgot About IBM Watson. Is ChatGPT Next? | The Atlantic IBM acquires Red Hat | The Verge IBM and Groq Partner to Accelerate Enterprise AI Deployment | IBM IBM’s Jerry Chow on the future of quantum computing | Decoder IBM: quantum computing partnership with AMD is bearing fruit | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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