Arvind Krishna, IBM CEO, on Big Bets, AI, and Quantum

Arvind Krishna, IBM CEO, on Big Bets, AI, and Quantum

What does it take to make big bets inside a public company? In this episode of The CEO Signal, IBM Chairman and CEO Arvind Krishna discusses how he thinks about major strategic decisions at a moment of rapid technological change — from hybrid cloud to AI and quantum. At the center of the conversation is IBM’s acquisition of Red Hat — a decision Krishna helped drive before becoming CEO, and one that reveals how he thinks about conviction, resistance, and making a consequential call before the outcome is obvious. Krishna explains why IBM chose to bet on hybrid cloud rather than try to become another hyperscale player, how he thinks about large strategic bets inside a public company, and how that logic now shapes IBM’s approach to AI and quantum computing. He also lays out the case for a more hybrid AI future, a larger role for domain-specific models, and a quantum shift he believes business leaders should already be preparing for. About the show The CEO Signal is Semafor’s interview platform for conversations with the global CEOs whose decisions are shaping the future of the new world economy. Hosted by Penny Pritzker and Andrew Edgecliffe-Johnson, the show explores the moments of judgment that define leadership. Penny Pritzker is the founder and chairman of PSP Partners and served as U.S. Secretary of Commerce from 2013 to 2017. Andrew Edgecliffe-Johnson is CEO Editor at Semafor and a veteran Financial Times journalist who has spent decades covering global companies and corporate leadership.

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Episoder(13)

Motorola Solutions CEO Greg Brown on the “Relief or Regret” Rule

Motorola Solutions CEO Greg Brown on the “Relief or Regret” Rule

“Relief or regret?” That is the question Motorola Solutions Chairman and CEO Greg Brown uses to test consequential decisions. In a candid conversation with Penny Pritzker and Andrew Edgecliffe-Johnso...

24 Sep 48min

United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier

United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier

United Airlines CEO Scott Kirby wants to build what he calls the “undisputed flag carrier of the United States.” He argues that airlines are not commodities and that greater scale could benefit custom...

10 Sep 51min

Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets

Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets

Jon Gray, chief operating officer of the $1.3 trillion asset manager Blackstone, says one of the firm’s distinguishing habits is to “go big” when it finds a theme it believes in. But he also says succ...

27 Aug 50min

Reed Hastings on life after Netflix and the next wave of AI

Reed Hastings on life after Netflix and the next wave of AI

Netflix co-founder and former CEO Reed Hastings says AI could unleash a new wave of “creative destruction” as companies use rapidly improving technology not just to cut costs, but to challenge competi...

13 Aug 47min

Max Levchin on why Affirm wants to be your smarter older sister

Max Levchin on why Affirm wants to be your smarter older sister

Affirm founder and CEO Max Levchin built his company to behave like your “smarter older sister”: helping customers make better decisions rather than profiting from their mistakes. In this episode of ...

30 Jul 44min

Ralph Lauren CEO Patrice Louvet on magic, logic, and saying no

Ralph Lauren CEO Patrice Louvet on magic, logic, and saying no

Patrice Louvet says Ralph Lauren left about $1 billion in revenue on the table as it pulled back from places where, “frankly, we weren’t proud of being.” When he became CEO in 2017, the company had st...

16 Jul 44min

Cisco CEO Chuck Robbins on AI transformation, hard decisions, and leading at speed

Cisco CEO Chuck Robbins on AI transformation, hard decisions, and leading at speed

In this episode of The CEO Signal, Chuck Robbins talks about the people decisions behind a transformation as sweeping as Cisco's repositioning for the age of AI. He says executives need to “disagree a...

28 Mai 44min

Allstate CEO Tom Wilson on trust, purpose and why CEOs should speak up

Allstate CEO Tom Wilson on trust, purpose and why CEOs should speak up

"There should be more voices" in the corporate world speaking up on societal issues, Allstate CEO Tom Wilson says in this episode of The CEO Signal. “CEOs need to stand up and decide what’s important ...

14 Mai 45min

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