>> Ok, so does anyone remember 'Watson'? [...] Why didn't they compete with OpenAI like Google and Anthropic are doing, with in-house tools?

> Everything will make sense when you realize that IBM is a consulting company.

This and.

The 'and' being that consulting companies, in their DNA, build solutions for their customers.

Which is a very different business than building products for all users.

Not least because the former is guided by understanding a customer's requirements, while the later is having a strong intuition (backed up by market fit) about what all users want.

I'm pretty sure there might not be a full end user capable (in the sense of design-build-iterate) product team in IBM at this point.

Mostly because I don't think they've any middle/upper management that can think that way. They've got the engineers!