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IBM isn't failing, though. They're a profitable company with healthy margins, and enterprises continue to hire them for all sorts of things, in large numbers.




So now it makes more sense why they think the AI spending will/need to fail.

Because if it didn't, that's a direct replacement of them.


AI replaces nothing. A consultant or developer is not replaced with AI, he becomes more powerful with AI. An IBM consultant with AI is still way ahead of Johnny Startup with AI.



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