IBM, every mention
10 scenes (2023), the whole family · ← back to IBM
every year 2023 anyone David Rosenthal 220Ben Gilbert 122Steve Ballmer 66Morris Chang 17Brendan Eich 7Hamilton Helmer 5Howard Marks 3Jason Calacanis 1Howard Schultz 1Christina Cacioppo 1
Verbatim, from the transcripts: the passages where IBM comes up
Visa (Audio) · Acquired
- ▶ 1:56:23 David Rosenthal They put out an RFP to folks like IBM, systems integrators, you know, the Accentures of the day, to go build this technology for them.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 1:43:14 Ben Gilbert I mean, it's not that different than IBM way back when.
- ▶ 1:43:26 David Rosenthal Yeah, and maybe IBM actually is a really good analogy, like old school IBM here.
- ▶ 2:13:03 Ben Gilbert This is the nobody gets fired for buying IBM.
- ▶ 2:13:05 Ben Gilbert I mean, NVIDIA is the modern IBM in the AI era.
- ▶ 2:44:01 David Rosenthal Yeah, it may be old school IBM.
- ▶ 2:44:03 Ben Gilbert Imagine if IBM operated in a computing market of today's magnitude.
- ▶ 2:44:11 David Rosenthal I mean, it took the PC wave to disrupt IBM, which was a personal computer in today's parlance, edge computing, you know, device-based computing.
- ▶ 2:44:20 David Rosenthal IBM dominated the B to B mainframe cycle of computing.
Lockheed Martin (Audio) · Acquired
- ▶ 2:44:32 David Rosenthal General Dynamics, Sanders, Gould Ocean Systems, GE Aerospace, RCA Aerospace, Xerox Electro Optical Systems, Goodyear Aerospace, Fairchild Westin, Honeywell Electro Optics, Ford Aerospace, Libra Scope, IBM Federal Systems, Unisys Defense,…