← Leaderboard
GC
Gary Cohn
IBM (Vice Chairman)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
IBM vice chairman the morning after the pre-announcement (-$69B day); quantum-rally context; Arvind called the pause 'relatively temporary'; principal defending his own company (disclosed)
“our software is not being disrupted by AI”
'people are spending exorbitantly more actual dollars on tokens than they would have thought they would be spending at this time' (@1:24); 'people are starting to think about what's been the return on investment in my AI tokens? Are they a good investment?' (@1:56); construction labor crowding-out too
“If your budgets X and you spent point nine X on tokens”
Follow Gary Cohn
One short email when Gary puts a new call on the record, and when a verdict lands on one. Plain words, free.