Vision in Volatility? CEOs of IBM, Celona, Toast; Deep Dive on Google I/O
Arvind Krishna of IBM, Rajeev Shah of Celona, Chris Comparato of Toast
Heading into a new week, here are important insights from leaders and innovators in tech: IBM in enterprise, Google in search and commerce, Celona in 5G and Toast in restaurants.
Read on:
IBM CEO Arvind Krishna on Retooling IBM for a Hybrid and Multicloud World
Arvind Krishna is CEO of IBM, a company that's trading about where it did five years ago. To be fair, so is Netflix. But IBM’s paying out about a 5% dividend yield. The question is, though, can IBM meaningfully grow from here? Arvind's an engineer by training, and he's been reconfiguring the company. I bring you up close in the latest Working Lunch, on CNBC’s Power Lunch:
In our full 1:1 conversation, Arvind and I discussed the progress and pitfalls enterprises face with artificial intelligence, IBM’s competitive position in this faltering economy, and the company’s progress along his strategic plan. View the full Fortt Knox interview here:
Rajeev Shah, Celona CEO: Why Private 5G is Growing Now
I spoke with Celona cofounder and CEO Rajeev Shah about the drivers of the industrial Internet of things, why it’s still growing in this environment, and how private 5G offerings like his fit into the picture:
Chris Comparato, Toast CEO: Restaurants Lean on Software for Efficiency Amid High Costs
After the company reported strong Q1 earnings, CNBC’s Kate Rogers joined me for a conversation with Toast CEO Chris Comparato about what lies ahead for the restaurant industry:
Google SVP Prabhakar Raghavan, on I/O 2022 News: Deep Dive
On the occasion of its annual developer conference, Google I/O, I spoke with Prabhakar Raghavan, Google SVP of Search, Assistant, Geo, Ads, Commerce and Payments. We discussed the company’s updates to mapping, search and commerce, and how they might affect revenue in Google’s ecosystem:
What's Next: Bitcoin $20K or $35K? On the Other Hand
Bitcoin Thursday morning touched its lowest level since late 2020, dropping below $26,000. That a milestone in a week that has seen the cryptocurrency fall more than 20%. So which will come first, more losses or a rebound? Bitcoin 20,000, or Bitcoin 35,000? I argued both sides in the latest On the Other Hand, on CNBC's Squawk Box:
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