# IBM: No Safe Bets

Page: https://stenobird.com/podcast/ceo-daily-brief-with-dr-jessica-kriegel-6756640/ibm-no-safe-bets
Text version: https://stenobird.com/podcast/ceo-daily-brief-with-dr-jessica-kriegel-6756640/ibm-no-safe-bets.md
Podcast: [CEO Daily Brief with Dr. Jessica Kriegel](https://stenobird.com/podcast/ceo-daily-brief-with-dr-jessica-kriegel-6756640)
Published: 2026-07-17T09:20:00+00:00
Episode link: https://traffic.megaphone.fm/TENTWT8301566438.mp3
Audio file: https://traffic.megaphone.fm/TENTWT8301566438.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ceo-daily-brief-with-dr-jessica-kriegel-6756640/episodes/ibm-no-safe-bets
Duration seconds: 459

## Resource

In today's episode: IBM just posted its steepest single-day stock drop since 1968, and the story behind the sell-off says more about corporate tech spending than about IBM itself. Where companies’ IT budgets are actually headed. How a research report that predicted AI’s reshaping of software sales is starting to come true. CEO Daily Brief with Dr. Jessica Kriegel is a 5-minute daily podcast where business pragmatism meets inner wisdom. John Frehse, Global Head of Labor Strategies at Ankura, joins Jessica to unpack IBM's historic stock drop and what it signals about how companies are rethinking technology investment in the age of AI. Connect with Dr. Jessica Kriegel on LinkedIn Connect with John Frehse on LinkedIn Other Ways to Connect: Jessica Kriegel Website Jessica Kriegel Instagram Jessica Kriegel Newsletter Culture Partners Website Culture Partners LinkedIn

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## Transcript

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