IBM
includes IBM Watson, IBM Personal Computer, IBM PC, IBM Selectric, IBM 3270, IBM Db2, IBM Research, IBM Z10, IBM 704, IBM AIX, IBM Cloud, IBM Simon and 3 more
23 statements across 21 episodes · 7 bullish · 9 bearish · 18 people on the record · first statement Jul 15, 2017 by Martín Casado · said 301 times in 117 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Steven Sinofsky (48), Marc Andreessen (43), Benedict Evans (33), Alex Rampell (16), Sonal Chokshi (12), Frank Chen (10), Martin Casado (8), James Waters (8)
tap a year for its mentions
2026 22 mentions in 10 episodes 2 per episode
- How AI Changes the Economics of Innovation
- The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- “Every small business should run itself” | Lassie with a16z
- Box CEO on the AI Adoption Gap | The a16z Show
- Why Investors Are Rethinking Everything for the AI Era
- The Media Game Has Changed
- Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
- Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
- 2 more episodes that year, every mention in 2026 →
2025 48 mentions in 15 episodes 3 per episode
- Former Microsoft Executive on Apple’s Hidden China Problem
- What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
- Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- Former Microsoft Executive Explains Where We Are in the AI Cycle w/ Anish Acharya & Steven Sinofsky
- Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- Adam Neumann: This is How You Build Iconic Companies
- Avoiding vulnerabilities in AI code
- Software is Eating Labor
- 7 more episodes that year, every mention in 2025 →
2024 18 mentions in 8 episodes 2 per episode
- Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
- Ben Horowitz & Marc Andreessen Compare the AI Boom Vs. Internet Boom
- Build Your Startup With AI
- How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
- Intelligence in the Age of AI with new CTO of the CIA
- Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
- The Future of AI Is Amazing
- The Declining State of Higher Education
- every mention in 2024, scene by scene →
2023 4 mentions in 4 episodes 1 per episode
2022 1 mention in 1 episode
2019 177 mentions in 66 episodes 3 per episode
- a16z Podcast | The $200 PC in the Enterprise
- a16z Podcast | On Corporate Venturing & Setting Up 'Innovation Outposts'
- a16z Podcast | Monetizing Open Source (Or, All Enterprise Software)
- a16z Podcast | The Fundamentals of Security and the Story of Tanium’s Growth
- a16z Podcast | The Internet is His Religion
- a16z Podcast | From Research to Startup, There and Back Again
- a16z Podcast | The (Definite) Optimism of Peter Thiel
- a16z Podcast | Mobile Invades the Data Center
- 58 more episodes that year, every mention in 2019 →
2018 7 mentions in 4 episodes 2 per episode
2017 24 mentions in 9 episodes 3 per episode
- Decrypting Crypto: From Bitcoin and Blockchain to ICOs
- AI, Deep Learning, and Machine Learning: A Primer
- Mobile Is Eating the World, 2016
- 10 Year Futures (vs. What's Happening Now)
- The Promise of AI
- Jason Mars
- Trends in and the Future of Infrastructure
- Marc Andreessen and Chris Dixon
- 1 more episode that year, every mention in 2017 →
Everything said about IBM, oldest first
Jul 15, 2017 negative
Dec 5, 2017 neutral
Evans: Dominant Tech Giants Always Look Invulnerable Right Before They Fall
“The winners always look invulnerable until they don't. So, IBM looked invulnerable, then Microsoft, Intel, Nokia did, then the internet giants of the last bubble, now Google, Apple, Facebook, Amazon look invulnerable, but all the previous ones fell, and it was…”
Dec 9, 2017 negative
Jan 2, 2019 bearish
Thiel: Legacy tech giants like Microsoft and Oracle bet against innovation
“There's a whole set of companies in the Nasdaq 100 that are actually bets against technological innovation. So Microsoft is a bet that there will never be anything like Linux. It's a bet that there will be that the operating system won't shift to mobile platfo…”
Jan 2, 2019
Jan 2, 2019 negative
Markoff: Enterprise software and the internet hollowed out white-collar corporate jobs
“The arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has caused this, you know, the evaporation of, the hollowing out of modern corporations.”
Jan 2, 2019 bullish
Roman Mars: Podcasting is no longer seen as inferior to traditional media
“I don't think that there's this notion that it's risky to go into podcasting, that it's lesser than I think it feels like the most exciting thing. I think it's equivalent to the kind of the startup world where, you know, you could have had a, you know, a great…”
Jan 2, 2019 positive
Levine: Commercial tech innovation has shifted from corporate labs to universities
“If you look at, ah, you know, a lot of, ah, innovation Up till, well, to me, re up until recently came from, like, Bell Labs and IBM and Microsoft Research, and that's where a lot of the new, I would say the new commercial ideas came from folks leaving those a…”
Jan 2, 2019 bullish
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Jan 2, 2019 bullish
Jan 2, 2019 bullish
IBM's competing product relies on technology Hindawi invented at age 18
“You're buying something if you buy it from IBM that I invented when I was 18 years old and had absolutely no idea what I was doing, and you can either do that or buy the product that I had 15 years of learning that I put into with, You know, a much newer archi…”
Jan 2, 2019 bearish
Jan 2, 2019 bullish
Davenport: Almost every tech vendor will add cognitive AI capabilities
“You know, big companies like IBM are hiring thousands of people to do this, and I think there's every reason to expect that as these technologies take hold, almost every vendor will have some level of cognitive capabilities, and a lot of people will need to be…”
Jan 2, 2019
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Jan 2, 2019 neutral
Lakhani: Tech Analysts Emerged to Decode IBM's Opaque Market Position
“Analysts as we know them today really came about because there was a point in time in history where IBM was a firm that moved the markets the largest and there was no information about what IBM was doing outside of IBM and financial analysts couldn't get to th…”
Jan 2, 2019 positive
Jan 2, 2019 negative
Feb 26, 2019
Aug 9, 2019 negative
Casado: IBM and SAP make complex products to justify higher sales prices
“Where if you have a sales person selling something, you actually benefit by more knobs because it'll demonstrate more value. I mean, I hear often people say, why does IBM or SAP make such complicated products? Don't they know how to build products? That's actu…”
Aug 9, 2019 bearish
May 28, 2025 neutral
Jun 12, 2025
Andreessen: IBM founder Thomas Watson Sr. was convicted of antitrust in his 30s
“Thomas Watson, senior who founded, founded IBM, the guy who founded IBM. He founded IBM in his forties. In his thirties, he was convicted by the federal government of antitrust. He was, like, convicted of antitrust violations for running his previous company, …”
Apr 8, 2026 bearish
Sinofsky: AI token prices will face steep deflation like IBM mainframes
“People were on MIPS and then one day the reality was IBM was selling more MIPS for fewer dollars every year. And didn't even realize it. And they were still pricing their mainframes by MIPS until it got pointed out to them that they were on a decreasing curve …”