IBM, every mention
34 scenes (2022), the whole family · ← back to IBM
tap a year for its mentions
every year 2022 anyone David Rosenthal 199Ben Gilbert 101Steve Ballmer 65Morris Chang 17Brendan Eich 7Hamilton Helmer 5Howard Marks 3Howard Schultz 1Christina Cacioppo 1Ben Thompson 1
Verbatim, from the transcripts: the passages where IBM comes up
Stratechery (with Ben Thompson) · Acquired
- ▶ 1:44:31 Ben Thompson I mean, everyone fantasizes about this world where, you know, like, every time it comes up, whether it be, you know, containers, or you have all these, you know, IBMs, like, talking about doing this when they acquire Red Hat, we're gonna…
Enron · Acquired
- ▶ 32:58 Ben Gilbert He, of course, designed the IBM logo, the Next logo, the UPS logo, maybe?
- ▶ 33:06 David Rosenthal Like, you think the IBM logo, or if you know the Next logo, you know, Steve Jobs is Next, like, at the Enron logo.
Amazon Web Services · Acquired
- ▶ 16:48 Ben Gilbert It was the same business model that IBM had forever and Oracle has, or had forever, where you get this highly bundled hardware, software platform that you would use to run your applications, and they would make 80% gross margins on these…
- ▶ 17:35 Ben Gilbert Captured by, say, a deck or an Oracle or an IBM.
- ▶ 1:20:13 David Rosenthal Could you imagine back in 2006, let alone even probably today, Oracle or Microsoft or IBM or HP or you name it.
- ▶ 1:33:21 David Rosenthal And Microsoft, let's put Google to the side for a minute, but IBM, you know, Oracle, all these legacy technology companies, why are they asleep at the wheel here?
- ▶ 1:33:51 Ben Gilbert So the IBMs and Oracle on the database side that made these ridiculous gross margins and they sold you this complete proprietary solution.
- ▶ 1:35:33 David Rosenthal So here's another thing, though, you mentioned, call it the Oracles, the IBMs, whoever, they'd come install this software on computers for you or in their data centers, call it private cloud, whatever.
- ▶ 1:36:27 Ben Gilbert Okay, so that's super old guard, the IBMs and Oracles, which is very funny when you watch all these keynotes.
- ▶ 1:36:39 Ben Gilbert They used to onstage refer to IBM and Oracle in a tongue-in-cheek way.
- ▶ 1:36:43 Ben Gilbert They would refer to like a New York company, and it would be like IBM's logo, but it would say like New York company, and like Oracle is, you know, they would go as far as to say like San Francisco company.
- ▶ 2:30:43 David Rosenthal Blockchain in the cloud on Microsoft, you know, and IBM was doing like a corporate blockchain.
Howard Marks & Andrew Marks: Something of Value · Acquired
- ▶ 23:19 Howard Marks The granddaddy was IBM.
- ▶ 23:21 Howard Marks The saying was, you can't be fired for buying IBM.
- ▶ 23:25 Howard Marks Did IBM go bankrupt?
Walmart · Acquired
- ▶ 1:44:32 David Rosenthal So he goes up to Poughkeepsie, New York and enrolls himself as chairman, CEO of Walmart in a seminar at IBM on how to use computing technology in business.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 33:23 Ben Gilbert It could only run on the Intel, IBM, Microsoft Alliance world.
- ▶ 33:37 Ben Gilbert In other ways, they're like the Microsoft Intel IBM Alliance, except fully integrated with each other instead of being three separate companies.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 42:01 Hamilton Helmer But you needed to have superior scale and get everybody signed up to have that work, and the Mac three was such a complete flub that it made it possible for the IBM PC to just take over the world, basically.
- ▶ 42:17 Hamilton Helmer Well, of course, the IBM PC didn't have power either, and so that ended up being a long-term not that attractive a business.
- ▶ 43:15 Hamilton Helmer This will really date me, but I remember when IBM entered the PC business, Apple took out a full-page ad in, what was it, the Wall Street Journal or something?
- ▶ 54:49 Hamilton Helmer So back in the day when you guys are too young to remember this, but there was a time when IBM controlled the computer industry.
- ▶ 54:57 Hamilton Helmer People talk about tech dominance, but IBM just was a force that was just so far and above everybody else.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 6:08 Christina Cacioppo You don't have to worry about selling to, I don't know, IBM, you know, when you're a five-person startup.
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 1:15:10 Ben Gilbert He goes on to say, which I thought was really interesting, Steve didn't want to be Microsoft, he didn't want to be IBM, he wanted to be Sony.
- ▶ 1:59:32 David Rosenthal Blu-ray was expensive, and they wanted to do the same thing they did with the PS two, use it as the Trojan horse to get Blu-ray into living rooms, win the format war with HD DVD, and then this cell processor they developed with, I think,…
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 13:14 Brendan Eich At some point I realized that our research team had been hijacked by IBM, and this was a great disgrace in my view, but the professors couldn't fight back, and we became sort of a QA team for IBM's failed attempt to get a little laptop…
- ▶ 15:20 Brendan Eich So a friend from SGI who'd come in from a team at IBM, Jeff Weinstein, had gone ahead of me to a company called MicroUnity.
- ▶ 15:41 Brendan Eich IBM, Motorola, Qualcomm, Broadcom, everybody.
- ▶ 19:02 Brendan Eich Meanwhile, they were bundling it with Windows, uh, 95 and then 98, and they got convicted in the USB-Microsoft case for this because it's not illegal to acquire Monopoly through, let's say, Merit or a sweetheart deal with IBM to be the OS…
- ▶ 19:17 Brendan Eich I don't know why IBM gave Microsoft that.
- ▶ 25:17 Brendan Eich And so by 2003, we learned through our IBM friends that there was going to be curtains for the Netscape division.
- ▶ 1:03:00 Brendan Eich Others went to IBM.