It goes beyond the title with direct discussion of speaker, like, yeah, including: The stock is down 25%.
Key takeaways
01So the high level reason that IBM is not well positioned in the token path to use the Brad Gerstner and Gavin Baker parlance is that AI spending is currently flowing into GPUs, mem
02Like, it's like you're running a business
03It's the lightest, thinnest, best looking, fastest
Best for
listeners looking for a practical AI episode debrief