Amazing transfer of cash in the ai revolution
I spoke to IBM CEO Arvind Krishna about the warning today and here’s what he told me:
“A few large capex deals paused near the end of the quarter. It’s not widespread. It’s mainframe and the software associated with it….Mythos is making people pause to say, wait how much do I need to spend on cyber? They’re pausing on new deals until they know…We don’t see our software being disrupted by ai at all.”
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We should make sure Americans are not pursuing entrepreneurial, game-changing, humanity-improving innovations and inventions that create enormous value and catapult American competitiveness? That culture and pursuit are what makes America special and unique. And it’s why Europe has no trillion dollar companies and is nowhere in the ai revolution or technology
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