IBM, every mention
25 scenes (2026), the whole family · ← back to IBM
tap a year for its mentions
every year 2026 anyone Harry Stebbings 34Rory O'Driscoll 19Jason Lemkin 9Oren Zeev 5Christian Kleinerman 5Leah Busque 4Joel Monegro 4Jake Saper 4Frank Quattrone 4Elias Torres 4
Verbatim, from the transcripts: the passages where IBM comes up
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 43:56 Rory O'Driscoll You know, if you were Microsoft, IBM, you'd love to own, to be relevant, this would be one.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 1:08:37 Jerry Murdock I mean, IBM CEO came out and said, Bitcoin's
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:41 Harry Stebbings Jensen Huang breaks his silence, he produces his first ever post on X, and it's an open weights manifesto, and it's signed by some of the biggest companies in the world, Microsoft, Meta, IBM, many others, um,
- ▶ 29:46 Rory O'Driscoll What you're saying at the end is some version of no one gets fired for buying IBM, and you think at the margin no one will get fired.
- ▶ 30:45 Harry Stebbings Uh, we mentioned obviously NVIDIA and Jensen there, and you don't get fired for buying IBM.
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 28:05 Rory O'Driscoll If you go to the BLS, which I did last weekend, there were only 1.8 million developers in the United States, of which only 200,000 of them work in software companies, another 600,000 work in tech companies, you know, HP, IBM, and a million…
- ▶ 39:43 Jason Lemkin I thought it was interesting that, uh, you know, IBM this week, pretty, pretty old tech company, right? 4 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 29:52 Rory O'Driscoll It's, it would be like as if in 1981 or 82, the government's, um, I, I give you an IBM. 4 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 1:18:10 Aravind Srinivas IBM is still around because they went and bought Red Hat and HashiCorp, and now they're buying Confluent. 2 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 46:23 unnamed speaker The entropic sale force in five years will look like the Oracle sales force, the Microsoft sale force, and the IBM sale force, 50 years ago, because.
The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
- ▶ 31:46 Harry Stebbings I think you're legitimate when you're in that you don't get fired for buying IBM.
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 47:48 Chris Degnan I think, you know, there's, you know, look, when, when, uh, I went to Snowflake, the enterprise was, uh, you know, was still in the data center and, and, you know, IBM was still selling mainframes. 2 times in the scene
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 30:27 Patrick Forquer And I think generally people want to feel like, you know, you never got fired for hiring IBM. 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 31:38 Rory O'Driscoll It's why IBM has existed for 30 years longer than it should, right?
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 9:24 Tobi Lütke Like, like, read about, uh, uh, Watson, the founder of IBM.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 38:30 unnamed speaker And I think like the ideal scenario is like, no one gets fired, like the idea, like, you remember like IBM, right? 2 times in the scene
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 2:24 Jason Lemkin Um, but it's also interesting that conceptually, just like reviewing COBOL code dropped IBM 10%, it already existed.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 0:24 Rory O'Driscoll It's the venture capital equivalent of you can't get fired for buying IBM.
- ▶ 58:38 Rory O'Driscoll Right.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 6:11 Anish Acharya Two, if you look at the incumbents today, like ServiceNow is not IBM.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:18:57 Jason Lemkin And so my, my, and my advice to them is stay wherever you, IBM reported that turnover was almost two percent last year. 2 times in the scene