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How AI Will Transform Business Models, Leadership & Growth

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 that funds innovation 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. Chapters: 00:00 – Intro: Live from Davos & the AI imperative 00:39 – IBM’s enterprise advantage and “client zero” story 02:45 – Productizing IBM’s tools and AI platform for clients 03:38 – Enterprise 2030: The future of organizations and AI 05:18 – How work, leadership, and organizations are changing 05:38 – Davos themes: Growth, AI, and business model reinvention 07:03 – Rethinking decision trees, humans-in-the-loop & closing thoughts 🔔 Subscribe to Constellation Research for more executive insights from Davos and beyond.