IBM CEO says there is 'no way' spending on AI data centers will pay off

Post by theYipster » Wed, Dec 03, 2025, 7:06 PM UTC

dspillett wrote: post #834

tw04 wrote: post #797

Earlier quoted context omitted.

Missed the boat? Have you been living under a rock? Watson AI advertising has been everywhere for years. It’s not that they aren't in the AI space, it’s that the CEO has a shockingly sober take on it. Probably because they’ve been doing AI for 30+ years combined with the fact they don’t have endless money with nowhere to invest it like Google.

> Missed the boat? […] Watson AI advertising has been everywhere for years. They were ahead of the game with their original Watson tech, but pretty slow to join and try get up to speed with the current GenAI families of tech. The meaning of “AI” has shifted to mean “generative AI like what ChatGPT does” in the eyes of most so you need to account for this. When people talk about AI, even though it is a fairly wide fie…

Post by prewett » Wed, Dec 03, 2025, 7:35 PM UTC

TheOccasionalWr wrote: post #835

blablabla123 wrote: post #533

Despite the flashy title that's the first "sober" analysis from a CEO I read about the technology. While not even really news, it's also worth mentioning that the energy requirements are impossible to fulfill Also now using ChatGPT intensely since months for all kinds of tasks and having tried Claude etc. None of this is on par with a human. The code snippets are straight out of Stackoverflow...

I'm not sure what you mean with the "code snippets are straight out of Stackoverflow". That is factually incorrect just by how LLM works. By now there has been so much code ingested from all kinds of sources, including Stackoverflow LLM is able to help generate quite good code in many occasions. My point being it is extremly useful for super popular languages and many languages where resources are more scarce for dev…

Post by KronisLV » Wed, Dec 03, 2025, 7:51 PM UTC

deepGem wrote: post #805

mattlondon wrote: post #771

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Take this "sober" analysis with a big pinch of salt. IBM have totally missed the AI boat, and a large chunk of their revenue comes from selling expensive consultants to clients who do not have the expertise to do IT work themselves - this business model is at a high risk of being disrupted by those clients just using AI agents instead of paying $2-5000/day for a team of 20 barely-qualified new-grads in some far-off c…

I would any day take chatGPT/Claude over an IBM consultant. I worked at IBM.

Post by commakozzi » Wed, Dec 03, 2025, 8:09 PM UTC

HarHarVeryFunny wrote: post #778

DoctorOW wrote: post #661

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The problem I had that the larger your project gets, the more mistakes Claude makes. I (not a parent commenter) started with a basic CRUD web app and was blown away by how detailed it was, new CSS, good error handling, good selection and use of libraries, it could even write the terminal commands for package management and building. As the project grew to something larger Claude started forgetting that some code alre…

> The problem I had that the larger your project gets, the more mistakes Claude makes I think the reason for this is because these systems get all their coding and design expertise from training, and while there is lots of training data available for small scale software (individual functions, small projects), there is much less for large projects (mostly commercial and private, aside from a few large open source pro…

Post by gloosx » Wed, Dec 03, 2025, 8:29 PM UTC

sahn44 wrote: post #729

gloosx wrote: post #638

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It is always "I'm producing 300 projects in a nanosecond" but it's almost never about sharing or actually deploying these ;)

Here's mine fully deployed, https://hackernewsanalyzer.com/ . I use it daily and have some users. ~99.7% LLM code. About 1 hour to first working prototype then another 40 hours to get it polished and complete to current state.