IBM
includes IBM Watson
4 statements across 3 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Nov 2, 2020 by Benedict Evans · said 32 times in 15 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Benedict Evans (32)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
2024 2 mentions in 1 episode
2023 2 mentions in 1 episode
2022 2 mentions in 1 episode
2021 8 mentions in 5 episodes 2 per episode
2020 15 mentions in 4 episodes 4 per episode
Everything said about IBM, oldest first
Nov 2, 2020 neutral
Evans: Tech monopolies fall when industry paradigm shifts bypass them
“Controlling Windows doesn't give them dominance of the tech industry, and so what happens is, like, and it's the analogy that I use here, you've built your castle, and it's absolutely impregnable, and sometimes people capture your castle like they Tunnel under…”
Dec 22, 2020 positive
Dec 22, 2020 neutral
Paradigm Shifts Disrupt Incumbents by Doing Something Entirely Different
“Each of those generations tended to change what companies mattered. So IBM dominates mainframes, and in fact, at the time, people used to talk about IBM and the Seven Dwarfs, because there were seven much smaller companies, like kind of Honeywell and Control D…”