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IBM is positioning Watson as their next killer app. AI guy quitting is a big deal.


I saw the interview with Buffett where he commented on Watson. There were so many conditions in his speech about yet unproven possibilities. I felt he was being bamboozled by the AI experts.

But I think anyone would agree that if IBMs future depended on Watson's success you'd stay miles away as an investor. It's a little strange that an investor that always stayed away from tech stocks is suddenly commenting on one if the least predictable of all, AI. I'm guessing Buffett saw something in the long tail of IBM's business that he liked when he decided to invest. Watson is just a PR stunt much like Deep Blue was that may or may not lead to something in the future. Deep Blue didn't...

Mark
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