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

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

Author: The Verge December 1, 2025 Duration: 1:09:34
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

At the intersection of power, innovation, and consequence, you'll find Decoder with Nilay Patel. Hosted by The Verge's editor-in-chief, this isn't a typical business or technology podcast that simply recites the news. Instead, Nilay engages with founders, CEOs, legislators, and artists in substantive conversations that dissect the mechanics behind major decisions. The dialogue focuses on the real-world implications of big ideas, probing how today's choices in boardrooms and legislatures ripple out into society tomorrow. You'll hear guests articulate their toughest challenges, the trade-offs they've made, and the often-unseen forces shaping industries from social media and artificial intelligence to transportation and entertainment. Each episode is built on a foundation of genuine curiosity, aiming to unpack not just what is happening, but why it matters for the way we all live and work. Listening to this podcast feels like gaining access to a nuanced, behind-the-scenes briefing where strategy and philosophy collide. It's for anyone who suspects that the most important stories aren't the announcements themselves, but the human decisions, the unforeseen problems, and the ethical calculations that happen long before the headlines are written. Through these detailed conversations, Decoder provides a crucial lens on the architects of our modern world and the complex systems they are building, for better or worse.
Author: Language: English Episodes: 100

Decoder with Nilay Patel
Podcast Episodes
Netflix is eating Hollywood — because it has to [not-audio_url] [/not-audio_url]

Duration: 55:48
Today, we’re talking about the bidding war over Warner Bros. Discovery, which is the biggest story in the entertainment industry right now, and for good reason. It has pretty much everything you could want in a buzzy Hol…
Experian's tech chief defends credit scores: 'We're not Palantir' [not-audio_url] [/not-audio_url]

Duration: 1:09:52
Experian is one of those giant multinationals convoluted enough to have multiple CEOs all over the world, so first I asked Alex Lintner, Experian's CEO of technology and software solutions, to dig into the classic Decode…
Why nobody's stopping Grok [not-audio_url] [/not-audio_url]

Duration: 1:05:51
Grok, the chatbot made by Elon Musk’s xAI, is able to make all manner of AI-generated images on demand, including non-consensual intimate images of women and minors. It's the kind of "controversy" that would have complet…
Razer CEO on AI in game dev, Grok, and anime waifus [not-audio_url] [/not-audio_url]

Duration: 1:04:36
We’re back to start the year with a very special live interview with Razer CEO Min-Liang Tan, which we taped in front of a terrific audience at Brooklyn Bowl in Las Vegas during CES. At this year’s show, Razer made headl…
Rewind: How private equity kills companies and communities [not-audio_url] [/not-audio_url]

Duration: 51:44
Hey everyone, it’s Nilay. We’re settling back in here after the winter break and CES, and we’ll have new episodes for you starting next Monday. In the meantime, we wanted to highlight one of our favorites from last year:…
Dropout CEO Sam Reich on the business of subscription comedy [not-audio_url] [/not-audio_url]

Duration: 1:04:25
We’ve got something special for you today. It’s my friend Hank Green, longtime YouTuber, science educator, and viral TikTok star, interviewing Dropout CEO Sam Reich. Hank did this episode as a guest host over the summer,…
What’s next for Netflix and Paramount in the Warner Bros. battle [not-audio_url] [/not-audio_url]

Duration: 43:45
Hey everyone, it’s Nilay. Decoder is on our holiday break. We’ve got a lot of fun stuff coming up in the New Year, though, including a special Decoder Live at CES. Stay tuned for more details, including how to RSVP for f…
"All chaos and panic": Nilay answers your burning Decoder questions [not-audio_url] [/not-audio_url]

Duration: 56:53
Hey everyone! Decoder senior producers Kate Cox and Nick Statt here. We’ve had a big year, including nearly 100 episodes, a new YouTube channel, an ad-free podcast feed, and a slate of great guest hosts while Nilay was o…
Stack Overflow users don't trust AI. They're using it anyway [not-audio_url] [/not-audio_url]

Duration: 1:04:49
Stack Overflow CEO Prashanth Chandrasekar was last on the show in 2022 — just one month before ChatGPT launched and upended literally everything for Stack Overflow in a deeply existential way. He called a company emergen…