IBM, every mention

25 scenes, the whole family · ← back to IBM

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every year anyone Jason Calacanis 13David Friedberg 7Chamath Palihapitiya 5David Sacks 4Philippe Laffont 1Nikesh Arora 1John Martinis 1Dan Loeb 1

Verbatim, from the transcripts: the passages where IBM comes up

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World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal Jun 19, 2026 · 5 mentions

  • ▶ 52:16 David Friedberg If you go back to the 19 sixties, IBM was the predominant provider of mainframe computers. 5 times in the scene

Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks" Jun 8, 2026 · 1 mention

  • ▶ 4:15 Nikesh Arora I mean, you saw IBM announced a project for five billion dollars to fix open source.

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back Jun 5, 2026 · 1 mention

  • ▶ 14:49 Dan Loeb 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 of the other companies.

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot Feb 28, 2026 · 2 mentions

  • ▶ 2:29 Jason Calacanis 85% of all COBOL code runs on IBM machines, so IBM decided they would tank 13% on Monday, their worst day since two thousand thirty one billion dollars in market cap losses. 2 times in the scene

Nobel Prize in Physics Winner: The Quantum Leap That Changed Everything - John Martinis Oct 27, 2025 · 1 mention

  • ▶ 33:24 John Martinis And, and it just turned into enormous field, large number of papers, large number of people, people selling quantum computers, IBM is selling quantum computers, people are selling time on the quantum computers, and the fact that it was a,…

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World May 9, 2025 · 1 mention

  • ▶ 41:05 Philippe Laffont Like, the part that I'm wondering about, I haven't made an opinion on Google, is like, hey, is this the next IBM?

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy Mar 1, 2025 · 1 mention

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more Mar 22, 2024 · 1 mention

  • ▶ 25:04 Chamath Palihapitiya It's akin to IBM in the seventies going to Microsoft and, and basically asking them to build the operating system for them.

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more Nov 3, 2023 · 2 mentions

  • ▶ 55:33 David Sacks And furthermore, he makes the point that a company like IBM would have been more than happy to work with the regulators to say, yeah, let's define a bunch of these rules to make sure that it doesn't go in this dark direction that everyone…
  • ▶ 1:22:54 David Sacks Well, the same thing happened when, when Big Blue, which was a big IBM mainframe, beat Kasparov in chess.

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more May 19, 2023 · 2 mentions

  • ▶ 6:40 Jason Calacanis And Christina Montgomery, the chief privacy and trust officer from IBM, which had Watson before anybody else was in the AI business.
  • ▶ 6:40 Jason Calacanis And Christina Montgomery, the chief privacy and trust officer from IBM, which had Watson before anybody else was in the AI business.

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move Feb 24, 2023 · 3 mentions

  • ▶ 57:23 Jason Calacanis He's just on such a different level that he's watching people make, you know, AS 400 and, uh, you know, IBM PS, whatever, like just garbage computers, garbage operating systems.
  • ▶ 57:23 Jason Calacanis He's just on such a different level that he's watching people make, you know, AS 400 and, uh, you know, IBM PS, whatever, like just garbage computers, garbage operating systems.
  • ▶ 57:23 Jason Calacanis He's just on such a different level that he's watching people make, you know, AS 400 and, uh, you know, IBM PS, whatever, like just garbage computers, garbage operating systems.

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more Jan 27, 2023 · 1 mention

  • ▶ 12:38 Jason Calacanis When you're selling your own advertising, you get a much higher CPM when you go direct to Samsung or IBM or Disney.

E97: SPAC updates, public/private market overview, Putin's end game & more Sep 23, 2022 · 1 mention

  • ▶ 1:14:36 David Sacks Well, no, it was, so it was way back when, remember when Kasparov played Deep Blue, which is the IBM?

E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen Feb 5, 2022 · 1 mention

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more Jan 29, 2022 · 2 mentions

  • ▶ 1:06:58 Jason Calacanis He said IBM, and then Microsoft, our big brother, we're going to attack them, join the Rebel Alliance, be part of Apple. 2 times in the scene

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure Dec 4, 2021 · 1 mention

  • ▶ 1:00:29 David Sacks The CEO of Adobe, um, Shantanu Narayan, um, the CEOs of MasterCard, Nokia, Natap, and IBM, all Indian Americans.

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more Nov 13, 2021 · 3 mentions

  • ▶ 1:15:34 Chamath Palihapitiya A different example I saw, uh, in the last, I think, 15 or 20 years, IBM's market cap has gone down to one hundred and thirteen billion. 3 times in the scene

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses Nov 6, 2021 · 1 mention

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more Oct 9, 2021 · 1 mention

  • ▶ 22:39 Jason Calacanis And of course, they have, you know, people who are on the board of GE or IBM or Amazon, they have security issues, like they deal with their security issues.

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing Mar 20, 2021 · 1 mention

E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg Jun 20, 2020 · 1 mention

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