Episode
IBM CEO Arvind Krishna says there is no AI bubble after all
Decoder with Nilay Patel · Dec 1, 2025 · 1 h 10 min
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…