IBM
includes IBM AS/400, IBM Personal System/2, IBM Watson
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Nov 13, 2021 by Chamath Palihapitiya · said 33 times in 21 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Jason Calacanis (13), David Friedberg (7), Chamath Palihapitiya (5), David Sacks (4), Philippe Laffont (1), Nikesh Arora (1), John Martinis (1), Dan Loeb (1)
tap a year for its mentions
2026 9 mentions in 4 episodes 2 per episode
- World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
- every mention in 2026, scene by scene →
2025 3 mentions in 3 episodes 1 per episode
- Nobel Prize in Physics Winner: The Quantum Leap That Changed Everything - John Martinis
- Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
2023 8 mentions in 4 episodes 2 per episode
- E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
- every mention in 2023, scene by scene →
2022 4 mentions in 3 episodes 1 per episode
- E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- E97: SPAC updates, public/private market overview, Putin's end game & more
- E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- every mention in 2022, scene by scene →
2021 7 mentions in 5 episodes 1 per episode
- E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
- E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
- E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
- E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- every mention in 2021, scene by scene →
Everything said about IBM, oldest first
Nov 13, 2021 negative
Jun 5, 2026 negative
Loeb: Identifying 10-to-20-year business moats is harder today than in the past
“And it's, it is harder now. I don't think we can, I don't know that we can really go out, you know, 10 or 20 years ago. By the way, I think we deluded ourselves earlier, because I think if you ask people about the moat around, you know, IBM, or, you know, some…”