How AI Will Transform Business Models, Leadership & Growth

February 4, 2026

Live from Davos 2026 at the IBM House, Constellation Research’s Ray Wang sits down with IBM’s Neil Dhar to explore how AI is moving from proof-of-concept experiments to real, measurable business transformation.

In this conversation, they discuss:

  • How IBM combines a world-class consulting firm with a world-class technology platform
  • The “client zero” story: $4.5B in run-rate savings and how those funds innovate
  • IBM’s new AI transformation platform and ready-made agents that help clients drive ROI
  • Key insights from IBM’s Enterprise 2030 thought leadership report
  • What organizations will look like in 2030: self-learning, AI-infused, and continuously evolving
  • The new demands on leaders: from custodians to transformers
  • Themes from Davos: business model reinvention, scenario planning, and managing fear in times of rapid change

If you’re a CEO, business leader, or transformation executive wondering how to put AI to work—beyond the hype—this interview breaks down the roadmap from experimentation to real value creation.

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