Jim Kavanaugh

I also have been entrusted by Arvind and the board, everything from the strategy to the portfolio, to all of the operations of the company.

So when you think about how we're deploying AI to productivity,

This is tough work.

To reinvent a company, it requires you to fundamentally change and rethink how you run workflows in a company.

How do you run HR?

How do you run supply chain?

How do you run procurement?

How do you run finance?

How do you run sales development optimization?

The consulting aspect of bringing industry domain knowledge

And strategy, technology, business consultancy is essential, I think, for companies because companies to get the scale and value realization of AI, they have to fundamentally change the way workflow gets done.

Yes, it starts with data, but it's all about workflow optimization, and it ultimately is going to change operating and business models.

So consulting plays a very important role.

Hopefully I kind of touched your three, if I vaguely remember.

Sure.

I mean, we're extremely excited about the Confluent.

If you hopefully can see over my shoulder, we have a little of the props around some of the acquisitions and capabilities, but I'll come to Confluent here in a minute.

First around the AI, first of all, IBM,

deploys enterprise AI.

We're an enterprise company that improves the economics around real work, boosting productivity, driving increased innovation, starting and driving competitive advantage, as I talked about technology, and it's also fueling growth.