Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.
Appearances
And, you know, it's gaining market share.
And according to our calculations, it will overtake Amazon in the next, you know, let's say three odd years or so.
But it doesn't matter if they own or not because they have the IP rights only till I think it's 2032, one of those years.
And after that, they can't use those models after that.
So remember that part of it as well.
The financial part will stay, but it's the actual engine that is driving Copilot that's driving GitHub Copilot or the Microsoft 365 Copilot that you talk about.
That's the intelligence that goes into that model.
Well, they have their own models that are going on.
It's just not as good as whether it's OpenAI or Cloud at this point, but they are putting a lot of effort behind it and most of all leads that.
And that's where we need to see what kind of ROI do we see there?
And do they actually get their act together over the next few years?
Yeah, I was a bit surprised, actually, the 9% number on the software side.
It is a bit shocking.
I mean, for them to be, you know, total growth rate of 9% and software in double digits.
I mean, we were not expecting that.
So there's a lot to peel in that particular one and go back and see, you know, which segments outperformed.
Now, there's a tiny bit of M&A there, but even without that, I mean, I think this is very good.
And the big number for us is that the cash flow is going to go up by a billion dollars next year.
So I think IBM's turned them around very well.
I think the strategy is executing well, and Arvind's done a good job in this case.
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