Comment by broodbucket

4 months ago

IBM ostensibly failing with Watson (before Krishna was CEO for what it's worth) doesn't inherently invalidate his assessment here

It makes it suspect when combined with the obvious incentive to make the fact that IBM is basically non-existent in the AI space look like an intentional, sagacious choice to investors. It very may well be, but CEOs are fantastically unreliable narrators.

  • You expect somebody to be heavily invested currently and also completely openly pessimistic about it?

    • No, I don’t trust a word Sundar or Satya say about AI either. CEOs should be hyping anything they’re invested in, it’s literally their job. But convincing investors that every thing they don’t invest in heavily is worthless garbage is effectively part of their job too.

      What is more convincing is when someone invests heavily (and is involved heavily) and then decides to stop sending good money after bad (in their estimation). Not that they’re automatically right, but is at least pay attention to their rationales. You learn very little about the real world by listening to the most motivated reasoner’s nearly fact-free bloviation.

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    • Yeah I was going to say the same thing ha. I get what they’re (the commenter) saying, but one could also argue IBM is putting their money where their mouth is by not investing.

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