Arvind Krishna: IBM's Reinvention, AI Bets and Quantum | Podcast | In Good Company

Description

Nicolai Tangen sits down with Arvind Krishna, Chairman and CEO of IBM, for a wide-ranging conversation on technology, leadership, and reinvention. Arvind shares how he has reshaped one of the world's most iconic companies into a growing force in hybrid cloud and AI, and why he placed an early, decisive bet on AI long before it entered the mainstream. They explore the opportunities and risks of the current AI boom, IBM's push into quantum computing, and what it takes to reignite a risk-averse culture. Arvind also reflects on leading a global organization operating in more than 170 countries, and the lessons from his 35-year journey at IBM. Tune in for an insightful conversation! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday. The podcast In Good Company is part of Norges Bank Investment Management, a podcast about our investments. We are transparent about how the fund is invested. In this podcast, you get a deeper insight into the companies the fund is invested in. Our CEO, Nicolai Tangen, has in-depth interviews with the leaders of some of the largest companies in the world. You will get insight into their leadership principles, the company’s strategy and how they are dealing with a large investor like us. You will also learn more about our role as an owner of the companies. You can read more about the podcast on https://www.nbim.no/en/publications/podcast/ 0:00 Intro – Nicolai meets Arvind Krishna, Chairman and CEO of IBM 1:17 IBM's transformation: diagnosis, strategy, and the Red Hat bet 6:37 How IBM integrates acquisitions and builds a risk-taking culture 12:46 Is AI a bubble? Winners, losers, and the infrastructure overbuild 19:24 Watson, why it failed, and what's different about AI this time 29:08 The mainframe comeback, the Z17, and quantum computing explained 42:16 Leadership: PhD, 15 patents, and running 250,000 people 48:08 Indian CEOs, corporate culture, and the "getting fired" mentality 53:10 Why Arvind has stayed at IBM for