IBM, every mention
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every year anyone Steven Sinofsky 48Marc Andreessen 43Benedict Evans 33Alex Rampell 16Sonal Chokshi 12Frank Chen 10Martin Casado 8James Waters 8Jim Gilliam 7Evangelos Simudis 7
Verbatim, from the transcripts: the passages where IBM comes up
Why Investors Are Rethinking Everything for the AI Era
- ▶ 27:01 Aram Verdian You don't get fired for investing in IBM if you're an LP.
How AI Changes the Economics of Innovation
- ▶ 19:52 Steven Sinofsky I, like, I found this, uh, incredibly cool brochure from, uh, IBM, from, it's from 2 times in the scene
- ▶ 20:31 Steven Sinofsky This is pre seven of four pre three 70.
- ▶ 20:31 Steven Sinofsky This is pre seven of four pre three 70.
- ▶ 24:44 Steven Sinofsky Right, we had the IBM chess thing, whatever it was, and, and Frank Chen and I, we did this podcast at AlphaGo, and we had to try to make people understand like why it was a good idea, and.
- ▶ 32:28 Steven Sinofsky So my freshman engineering class, we had a version of it that ran on the IBM PC.
“Every small business should run itself” | Lassie with a16z
- ▶ 7:59 Alex Rampell Sabre Systems was a joint project between IBM and American Airlines. 2 times in the scene
- ▶ 11:02 Alex Rampell Like, you know, everybody had an IBM PC.
The Media Game Has Changed
- ▶ 17:02 Marc Andreessen And then I, I think what happened is in the thirties, forties, you started getting these, you know, international business machines, General Electric.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 51:40 Benedict Evans Um, on the other, you can't let other people get away with this without you participating because then your company's gone and you are, you don't want to end up like Microsoft in the 2000 or IBM in the nineties, or indeed Meta in the 2010…
- ▶ 57:51 Benedict Evans Um, so you go to Bain, BCG, McKinsey, or Infosys, and Cognizant, and IBM, and Accenture, or private equity shareholders. 3 times in the scene
Box CEO on AI Agents & Why Enterprise Can't Keep Up | a16z
- ▶ 49:38 Steven Sinofsky And, and that was, like, IBM's pitch in, like, 1965.
Box CEO on the AI Adoption Gap | The a16z Show
- ▶ 57:42 Steven Sinofsky Which is the same thing that happened with IBM and mainframes. 3 times in the scene
Marc Andreessen & Ben Horowitz on a16z’s New Media Strategy
- ▶ 4:56 Marc Andreessen Like, the whole idea that there's, like, a corporate, like, trademark, and then the whole idea that you, like, as a business, you basically load everything into that, into that, into that thing, and that that thing, you know, whether it's…
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
- ▶ 0:58 Alex Rampell So, the first example of this is a company called Saber Systems, which was started in 1960 by IBM and American Airlines, because it took the reservation system, which literally was stored in, like, vaults of filing cabinets, manned or…
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 2:50 Marc Andreessen Um, IBM is actually the successor company to the National Cash Register Company of America.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 12:34 Gavin Baker And if you don't execute, you know, IBM might be a, might be a good fate.
Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- ▶ 54:53 Amjad Masad Uh, it was, uh, an IBM as far as I remember. 2 times in the scene
- ▶ 54:56 Marc Andreessen IBM PC. 2 times in the scene
Reid Hoffman on AI, Consciousness, and the Future of Labor
- ▶ 21:34 Alex Rampell And part of it is like, they see the IBM Watson commercials and like, oh, that's AI.
Software is Eating Labor
- ▶ 3:57 Alex Rampell It's a company in Texas, but this was a joint project of American Airlines and IBM, back when IBM was the, the most powerful, ah, computer company in the world, technology company in the world, because, ah, at least according to ChatGPT, I… 3 times in the scene
Aaron Levie and Steven Sinofsky on the AI-Worker Future
- ▶ 24:17 Steven Sinofsky If you were to look at what accounting software looked like in the sixties before IBM said, stop.
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 52:06 Dylan Patel I mean, IBM still makes more money every launch off of mainframes.
Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- ▶ 4:21 Steven Sinofsky I mean, like the whole thing about computing is that except for the IBM antitrust case, which started in the late 19 sixties and pretty much lasted through me in high school, the, the whole role computing just kind of arose without like…
- ▶ 8:20 Steven Sinofsky That ships on all of them because that's like this vertical integration thing and, and like the PC industry just, it, it didn't have any of those constraints and the computing industry only for that brief time with IBM where it cost tens… 2 times in the scene
- ▶ 41:04 Steven Sinofsky So they think like once a company is like IBM and owns mainframes or as Microsoft and owns windows,
- ▶ 55:17 Steven Sinofsky And when IBM came out with the PC and Microsoft came out with DOS, part of that consolidation was due to the 2 times in the scene
Former Microsoft Executive Explains Where We Are in the AI Cycle w/ Anish Acharya & Steven Sinofsky
- ▶ 0:00 Steven Sinofsky We're at the 64 K IBM PC era of the microcomputer.
- ▶ 1:23 Steven Sinofsky It was like, okay, we have 64 K IBM PC era of the microcomputer. okay, we have 60 2 times in the scene
- ▶ 28:39 Steven Sinofsky Investor or whatever talking their book talking about, um, about IBM and is the one to buy. 2 times in the scene
Former Microsoft Executive on Apple’s Hidden China Problem
- ▶ 6:07 Steven Sinofsky You know, the, the, the era of, you know, in mainframes, IBM had a hundred percent.
- ▶ 14:10 Steven Sinofsky But after Steve left, the company had enormous difficulty competing with the IBM, uh, PC. 3 times in the scene
- ▶ 14:10 Steven Sinofsky But after Steve left, the company had enormous difficulty competing with the IBM, uh, PC. 2 times in the scene
- ▶ 21:54 Steven Sinofsky So, you know, Dell and Compaq, which were the two big makers with IBM, were, were in Texas.
Adam Neumann: This is How You Build Iconic Companies
- ▶ 25:46 Marc Andreessen Thomas Watson, Thomas Watson, senior who founded, founded IBM, the guy who founded IBM. 4 times in the scene
Rick Rubin: Vibe Coding is the Punk Rock of Software
- ▶ 34:17 Marc Andreessen But IBM actually released something that actually looks a lot like an iPhone in 1987.
The Software Crisis Behind America's Infrastructure
- ▶ 10:31 Philip Buckendorf The generation that has retired or is about to retire, they grew up with IBM green screens.
Avoiding vulnerabilities in AI code
- ▶ 5:03 AI Security Researcher IBM had an AI called Watson that won Jeopardy and this blew everybody's mind because like nobody thought AI's could win Jeopardy and all of a sudden this thing was able to win Jeopardy.
- ▶ 5:03 AI Security Researcher IBM had an AI called Watson that won Jeopardy and this blew everybody's mind because like nobody thought AI's could win Jeopardy and all of a sudden this thing was able to win Jeopardy. 2 times in the scene
- ▶ 16:57 AI Security Researcher I mean, the answer back, ah, when, ah, when Watson or, or Tay were launched, were to, to scrub it or to pull it off the internet.
What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
- ▶ 22:53 Steven Sinofsky So if you're IBM, you just say the next mainframe is another mainframe that's even bigger. 2 times in the scene
- ▶ 26:19 Steven Sinofsky And we have to go all look up what QoS was, because not only were we not using TCP IP, but the network we were using never worked, because it was like a PC-based network, and the IBM people.
- ▶ 33:02 Steven Sinofsky And so the whole notion of user interface that IBM put forward
- ▶ 33:10 Steven Sinofsky And they, they made, uh, they made a shelf of rules on how.
- ▶ 40:17 Steven Sinofsky And if the biggest lesson for computing starting in 1981 with the IBM PC or frankly, 1977 with the Apple has been the creativity at the edge.
- ▶ 43:40 Steven Sinofsky I mean, it's not just any old, it wasn't like the IBM lab.
How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained
- ▶ 2:05 Alex Rampell And this was developed by American Airlines, I think in 1959 or 1960 in concert with IBM.
- ▶ 25:27 Alex Rampell And it makes sense to go pay, you know, hundreds of thousands of dollars in 19 sixties money to go buy some giant IBM mainframe.
How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
- ▶ 0:36 Sarah Wang She's been an innovator in high performance compute across her entire career, starting from Texas Instruments to IBM and Freescale before joining AMD.
- ▶ 1:56 Lisa Su Really did the majority of my early career at IBM doing, you know, R&D around, um, around devices.
Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet)
- ▶ 34:56 Marc Andreessen Prodigy was actually an IBM joint venture, so that they, they were actually kind of clued, clued into that, that part of it early.
- ▶ 39:46 Marc Andreessen Um, and so I, I kind of got plugged into that world very early, and then I, and, and then my sophomore year, I spent nine months actually as a co-op student working for IBM, um, in Austin, and I worked on the workstations, um, at the time. 3 times in the scene
- ▶ 51:08 Marc Andreessen And my computer, my computer, because I worked at, at IBM and then I worked at, at NCSA and we had all this money for the government at that point, my computer was an SGI, Silicon graphics at the time, uh, company leading, leading a Unix…
Ben Horowitz & Marc Andreessen Compare the AI Boom Vs. Internet Boom
- ▶ 4:48 Marc Andreessen So the computer, like famously the, you know, the, the, the original computers, like the original IBM mainframes, you know, the big computers, um, you know, they, they, they were very, very large and expensive. 2 times in the scene
- ▶ 9:02 Ben Horowitz So, you know, nobody ever got fired for buying IBM because like, you know, you had people trained on them, you know, people knew how to use,
Build Your Startup With AI
- ▶ 1:02:38 Marc Andreessen So the computer, like famously the, you know, the, the, the original computers, like the original IBM mainframes, you know, the big computers, um, you know, they, they, they were very, very large and expensive. 3 times in the scene
Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
- ▶ 5:23 Jeff Sloan Yeah, so I, I would say back then, um, it was probably, uh, primarily a business that was kind of legacy technology, kind of think IBM before Red Hat, you know, or something like that, where, um, it was a business that was, uh, data…
Intelligence in the Age of AI with new CTO of the CIA
- ▶ 31:43 Martin Casado Supercomputers, and they would come out of IBM, or come out of SDI, or come out of KSR, or whatever it is, we'd buy one of everything, but like, we only got what, like, the vendors created, um, and something that I do think about, it'd be…
- ▶ 37:00 Derek Harris Like you, you bought a system from IBM or SGI, whoever was selling this.
The Future of AI Is Amazing
- ▶ 7:44 Martin Casado ENIAC was introduced, which was four orders of magnitude faster, and then you had the computer revolution, and here came, you know, IBM and HP and everything else.
The Declining State of Higher Education
- ▶ 35:46 Marc Andreessen I had a nine month stint at IBM at the time in Austin in a job.
Why It's Time to Be A Techno-Optimist
- ▶ 40:31 Marc Andreessen Um, you know, uh, you know, IBM and Hewlett Packard and Google and Microsoft and many, many, many others across many industries have done this.
The Economic Case for Generative AI with a16z's Martin Casado
- ▶ 12:26 Martin Casado And this gave us a number of companies that were either totally transformed like IBM or totally net new.
AI Will Save The World with Marc Andreessen and Martin Casado
- ▶ 21:37 Marc Andreessen Um, and then, you know, IBM came along and they turned it into a product, you know, they took it from something that costs like a hundred million dollars in current dollars to something that costs like twenty million dollars in current…
The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
- ▶ 39:56 Salim Ismail Okay, so we looked at every one of the Fortune 100, IBM, Hewlett Packard, Walmart unit, and said, okay, to what extent one to four are they purpose-driven?
Privateer’s Steve Wozniak, Alex Fielding, and Dr. Moriba Jah on the Data Highway Above
- ▶ 32:45 Alex Fielding And yet, you know, Moriba proved this definitively with his work, um, that, that he did at UT Austin with IBM on a project called Arcade.
Why You Should Be Optimistic About the Future
- ▶ 5:27 Marc Andreessen Um, I mean, I, for years went around saying, well, IBM is, it was a 20 year project. 2 times in the scene
- ▶ 5:30 Marc Andreessen IBM shipped the first smartphone in 1997 called the Simon, and I thought that was true.
How to Build an Open Source Business
- ▶ 1:18 Peter Levine And really to punctuate the sort of two ends of this particular graph, if you look at Red Hat, uh, in 1999, Red Hat went public for 3.6 billion dollars, and last year was acquired by IBM for thirty four billion dollars.
Growth, Sales, and a New Era of B2B
Clippy: The Unauthorized Biography
- ▶ 38:08 Steven Sinofsky So Mike is this native Oklahoman, worked for IBM for many years before he came to Microsoft, and we're all like, we're going to show this to Mike, and we wonder what he's going to pick.
a16z Podcast | Cryptonetworks as Emerging Economies (Done Right?)
- ▶ 21:12 Joel Monegro And IBM won that war because they were able to design custom computers for custom use cases faster than, than anybody else.
a16z Podcast | The Business of Cybercrime
- ▶ 29:04 Joel de la Garza Nobody ever gets fired for buying IBM, right?
Inside the Apple Factory: Software Design in the Age of Steve Jobs
- ▶ 10:23 Frank Chen Here's the one for AIX.
Better Together: Humanity + Machine Learning
- ▶ 43:11 Frank Chen And luckily there are now systems from Google and Accenture and IBM that will actually do, um, uh, completeness checks on your data sets to flag potential problems that like, look, you might be accentuating existing bias that you have in…
a16z Podcast | Talent, Tech Trends, and Culture -- with Ben, Marc, and Tyler Cowen
- ▶ 4:37 Ben Horowitz So going back to Thomas Watson at IBM or Dave Packard, Bill Hewlett at Hewlett Packard, or
a16z Podcast | Building Crypto, from Vision to Reality
- ▶ 12:41 Sonal Chokshi It's funny that you brought up the sort of fringe phase of open source, because besides Microsoft acquiring GitHub, recently IBM announced acquiring Red Hat, and I think it's so fascinating, because even with Microsoft, I think Steve…
a16z Podcast | From Research to Startup, There and Back Again
- ▶ 2:42 Sonal Chokshi I mean, weren't the dominant players like IBM and DEC? 2 times in the scene
- ▶ 3:59 Marc Andreessen IBM, DAC, Silicon Graphics.
- ▶ 8:06 John Hennessy You know, IBM canceled their project several times, so eventually what happened was a famous early computer entrepreneur, Gordon Bell, who had been one of the people that built Digital Equipment Corporation, came to me and said, you know…
- ▶ 44:22 John Hennessy So I think there was a time when IBM Research, Xerox PARC, and Bell Labs were the great giants.
- ▶ 46:51 Marc Andreessen Zaris Park, Bell Labs, IBM Research.
a16z Podcast | New Upstarts in an Old Industry
- ▶ 30:16 Ben Horowitz We were working on the deal with EDS, and we had EDS and IBM both in the hunt.
a16z Podcast | Tesla and the Nature of Disruption
- ▶ 2:47 Benedict Evans So you can all talk about whether Apple disrupted IBM, but Apple didn't actually get the benefit from that. 2 times in the scene
a16z Podcast | Network Effects, Origin Stories, and the Evolution of Tech
- ▶ 23:34 Marc Andreessen Or whose mother happened to be on the board of United Way, the CEO of IBM. 3 times in the scene
a16z Podcast | When (and How) Biology Becomes Engineering
- ▶ 16:20 Vijay Pande Um, it, it will also be interesting cause I think, you know, there's lots of big incumbent companies, Google and IBM doing all this research and they bring an engineering mentality and an engineering sort of, uh, uh, zeal and excitement to…
a16z Podcast | Feedback Loops -- Company Culture, Change, and DevOps
- ▶ 1:15 Dr. Nicole Forsgren So I started as a software engineer at IBM.
a16z Podcast | The API Economy -- The Why, What, and How
- ▶ 9:06 Augusto Marietti And now eventually, like going back to the IBM founder vision, where there only be
a16z Podcast | The $200 PC in the Enterprise
- ▶ 1:08 Benedict Evans Instead, actually, IBM's mainframe business grew really healthily throughout the 2000. 6 times in the scene
- ▶ 2:16 Steven Sinofsky And I remember when the IBM Z series mainframe was announced, and this was like a big, this is going to reinvent it.
- ▶ 13:42 Steven Sinofsky It literally is an IBM, 32, 70 terminal, except in connected to a single computer by a wire, it's connected to all of the internet.
- ▶ 24:38 Benedict Evans And you can see Apple obviously trying to drive that with the deals that they're doing with IBM and Accenture and PwC and so on.
- ▶ 24:50 Benedict Evans But, but what, what happened to, for IBM was that the platform became something no one really thought about, but they carried on selling mainframes and mainframe software and all the stuff, the business around that for 6 times in the scene
a16z Podcast | Platforming the Future
- ▶ 4:08 Tim O'Reilly One of the things that I was seeing was a repetition of patterns that I first observed in the, uh, you know, the antitrust case against IBM and then Microsoft, uh, which is that companies, uh, that really are platform technologies that…
- ▶ 26:23 Benedict Evans Your incentive to leave, to quit and live on ramen noodles and go and swing for the lottery ticket to mix my metaphors is different to that, which it might've been if you were at Microsoft or at IBM or Cisco or so on in the past. 2 times in the scene
- ▶ 28:54 Benedict Evans But, um, you know, the wheel of fortune turned and the wheel of fortune turned for the wheel of the cycle turned for IBM, cycle turned for Microsoft.
a16z Podcast | The Strategies and Tactics of Big
- ▶ 25:53 Benedict Evans And so they saw, um, what happened to IBM.
a16z Podcast | The Cloud Atlas to Real Quantum Computing
- ▶ 10:47 Jeff Cordova And why IBM and Microsoft and Google and the other players in this ecosystem can also believe that and has to do with the fact that they use the technology that has been perfected in Silicon Valley and other places over many, many decades. 3 times in the scene
- ▶ 20:45 Sonal Chokshi Like it's something that a Google can do and IBM can do.
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