IBM CEO Arvind Krishna argues that enterprises are using oversized AI models for every task—like hauling groceries in an 18-wheeler—and that foundation models will become commodities within 24 months, forcing urgent optimization. He explains IBM's $10 billion quantum bet, why most companies are falling behind on AI adoption, and how to balance real costs against efficiency gains without needing PhD-level expertise. Foundation models will become commodities with rising token costs, forcing enterprises to optimize AI use cases rather than applying large models universally to all tasks.