Bloomberg Tech IBM Doubles Down on AI, Palantir Falls Short of Analysts’ Expectations
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May 6, 2025 
Arvind Krishna, IBM's CEO, dives into the company's cutting-edge AI solutions for managing enterprise AI agents, emphasizing the shift from experimental tech to real business value. Tyler Kendall shares insights on market resilience amidst economic tumult, while Natalie Leung sheds light on DoorDash's international growth and strategic acquisition of Deliveroo. They also touch on Palantir's disappointing results, contrasting retail investor optimism with Wall Street's skepticism, and discuss the broader implications for the tech landscape.
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IBM Foresees Billion AI Apps
- IBM predicts 1 billion AI applications in three years, with a third being agentic AI.
- Their approach focuses on integrating client data to boost enterprise productivity with AI agents.
Scale AI Beyond Experiments
- CEOs should learn from the 25% of AI projects that work well and remove obstacles in others.
- Integrate AI projects throughout the enterprise to scale value beyond experimental phases.
Tech Spending Remains Robust
- CEOs maintain strong interest in tech spending amid uncertainty if ROI occurs within 6-18 months.
- Technology helps businesses grow efficiently without adding excessive physical costs despite economic issues.