IBM CEO Interview by WSJ

Hello Team!

This morning I read in the WSJ an interesting interview with the IBM CEO:…

I see a few key takeaways that support the investing philosophy of our board:

“I think tech is the fundamental source of competitive advantage today.”

“The only technique we know that can harvest insight from the data, is artificial intelligence.”

“but we are only probably 10% of the journey in…artificial intelligence.”

“Cybersecurity is the issue of the decade.”

“You have to have a place where you deploy your technology, and the cloud has given us a better answer than many before.”