IBM CEO: Global Trade Isn't Dead, AI Is a Tool, Not a Panacea

IBM CEO Arvind Krishna, speaking at SXSW, asserted that despite the Trump administration's attacks on globalism, global trade remains vital for US growth. He emphasized the importance of attracting global talent, arguing that the US should be a hub for international expertise. While acknowledging AI's potential, Krishna cautioned against overhype, predicting AI will write only 20-30% of code, boosting programmer productivity rather than replacing them. He compared AI to calculators and Photoshop, highlighting its role in improving quality and predicting significant energy efficiency improvements. However, Krishna expressed greater optimism for quantum computing's role in scientific discovery, believing AI is limited to learning from existing knowledge and incapable of generating truly novel insights. His views contrast with those of OpenAI's Sam Altman, who anticipates a more transformative impact from AI.