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IBM PC

part of IBM

4 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 6, 2022 by Hamilton Helmer · said 20 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (12), Ben Gilbert (5), Hamilton Helmer (2)

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0051102202220232024episodesmentions per episode
2024 18 mentions in 2 episodes 9 per episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about IBM PC, oldest first

Apr 6, 2022 positive
What-if
Apple Could Have Achieved Dominant PC Power Had the Apple III Succeeded
“I think if they hadn't completely flubbed the Mac three, I think they might've ended up in a very attractive power position because they did own the stack and they did own the operating system and they didn't yet own the processor, but they could eventually.”
Hamilton Helmer Apr 6, 2022 ▶ 41:39 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
Apr 22, 2024
Assertion Supported
IBM sold 500,000 PCs within two years of launch
“They sell 13,500 IBM PCs within the first couple months after they announce it. Over the next two years, they sell half a million of them.”
David Rosenthal Apr 22, 2024 ▶ 1:55:11 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Apr 22, 2024
Assertion Supported
IBM mandated the Project Chess team to ship a PC within one year
“IBM leadership tells this team in Boca They have to ship the PC to customers within one year.”
David Rosenthal Apr 22, 2024 ▶ 1:32:49 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Jan 21, 2025 bullish
Assertion Supported
Rosenthal: IBM PC's x86 standardization shifted computing leadership to Intel
“Well, then the architecture standardizes on x 86 and boom, there goes the whole next generation of computing away from TI over to Intel.”
David Rosenthal Jan 21, 2025 ▶ 41:36 TSMC · Acquired
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