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

An episode of the Decoder with Nilay Patel podcast, hosted by The Verge, titled "IBM CEO Arvind Krishna says there is no AI bubble after all" was published on December 1, 2025 and runs 69 minutes.

December 1, 2025 ·69m · Decoder with Nilay Patel

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Episode Description

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.

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