Red Hat

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 8, 2019 by Byron Deeter · said 18 times in 10 episodes since 2017 · across every show →

Mentions by year

brought up most by Harry Stebbings (16), Linda Lian (1), Aravind Srinivas (1)

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0482017201820192020202120222023202420252026episodes it came up in
0014282017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2021 1 mention in 1 episode
2019 2 mentions in 1 episode
2017 14 mentions in 7 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Red Hat, oldest first

Jul 8, 2019 negative
Opinion
IBM acquired Red Hat because AWS was crushing them in public cloud
“This record acquisition by IBM of Red Hat is really all about Amazon Web Services crushing them in public cloud, them trying to make a play for hybrid cloud more aggressively and essentially draw a buffer line where they can be relevant and aspirationally they…”
Byron Deeter Jul 8, 2019 ▶ 7:35 20VC: Bessemer's Byron Deeter On Lessons From Investing in 14 $Bn Companies, What The Heck Is Going On In Cloud Today and Why Cloud IPO Floodgates Are About To Burst Open
Jun 15, 2026 positive
Assertion Open · timeframe Jun 2026
IBM survived by acquiring Red Hat and HashiCorp
“IBM is still around because they went and bought Red Hat and HashiCorp, and now they're buying Confluent.”
Aravind Srinivas Jun 15, 2026 ▶ 1:18:10 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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