Compaq, every mention

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every year anyone Rory O'Driscoll 3Bill Gurley 2Mamoon Hamid 1Kaz Nejatian 1Harry Stebbings 1Chris Dixon 1Anton Levy 1

Verbatim, from the transcripts: the passages where Compaq comes up

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Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings Jul 2, 2026 · 2 mentions

  • ▶ 29:59 Rory O'Driscoll IBM licensed MS-DOS, and they should have protected it, and instead, everyone was able to clone it like Compaq. 2 times in the scene

Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings Feb 19, 2026 · 1 mention

  • ▶ 6:43 Rory O'Driscoll I went back and plowed through the early Microsoft, the early Google, the early compact.

Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings Aug 14, 2024 · 1 mention

  • ▶ 25:38 Kaz Nejatian Before then, by the way, if you actually read, like, the story of Compaq, or, uh, coming up, or Dell coming up, the people who did most of the job PMs do today were marketers.

Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings Mar 27, 2024 · 1 mention

  • ▶ 32:38 Chris Dixon You didn't care if you got Compaq or Dell as long as you had Windows and Office, right?

20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic Oct 5, 2021 · 1 mention

  • ▶ 3:44 Anton Levy This was back in the day where Compaq, I think, came out with the first PC, and it was bigger than your largest piece of luggage, and they called it a portable computer.

20VC: Benchmark's Bill Gurley on 5 Traits Benchmark Look For When Adding To The Partnership, Why The Abundance of Capital Is Today's Biggest Challenge in VC & The Right Way To Think About Market Size When Assessing Opportunities Jun 24, 2019 · 3 mentions

  • ▶ 0:54 Harry Stebbings Four years on Wall Street as a top-ranked research analyst, including three years at CS First Boston, where his research coverage included such companies as Dell, Compaq, and Microsoft, and he was also the lead analyst on the Amazon IPO.
  • ▶ 3:48 Bill Gurley It's actually an unusual story that I think exposes how much luck is involved in some of these things, as well as just random opportunity, but when I was in business school, I started thinking about venture, and I reached out to a few… 2 times in the scene

20VC: Kleiner Perkins' Mamoon Hamid on The Strategy Behind The New $600m "Back To The Future" Fund, The Truth To Price Sensitivity at Series A & Why Venture Team Building Is Like Basketball Team Building May 13, 2019 · 1 mention

  • ▶ 7:33 Mamoon Hamid Then all the things that have been built on top of the internet, companies like Xilinx, Tandem computers, Compact computers, Sun Microsystems, Lotus, Intuit, Symantec, Amazon, of course.
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