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PC industry

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →

Everything said about PC industry, oldest first

Jan 2, 2019 neutral
Assertion Not checkable as stated
Apple lacked PC market fit because corporate buyers prioritized price
“At the kind of the critical period of the PC industry, most of the sales were corporate. And corporate buyers wanted, ah, 1500 generic boxes that they would put out of people's desks. So they didn't care what they looked like. They didn't care how easy the use…”
Benedict Evans Jan 2, 2019 ▶ 5:12 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
Jan 2, 2019 positive
Assertion Not checkable as stated
Horowitz: Intel's pivot to microprocessors built the PC industry
“Intel used to be in the memory business. Pivoted to microprocessors. That was the legendary pivot that built the PC industry.”
Ben Horowitz Jan 2, 2019 ▶ 1:34 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Oct 6, 2025 positive
Assertion Not checkable as stated
Sinofsky: Shenzhen manufacturers build dedicated facilities for 100k-unit laptop commitments
“The PC industry grew up in Shenzhen. And they have these factories where like you show up and if you commit to building, you know, a 100,000 laptops, they will build you a building and they will keep all your IP in the building. They will not cross employees o…”
Steven Sinofsky Oct 6, 2025 ▶ 27:18 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
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