IBM

includes IBM Mainframe

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 10 times in 8 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Bill Gurley (5), Satya Nadella (2), Sunny Madra (1), Dylan Patel (1), Brad Gerstner (1)

every mention, scene by scene, with the transcript →

Everything said about IBM, oldest first

Dec 23, 2024 positive
Assertion Supported
Patel: IBM mainframes increase in volume and revenue every cycle
“IBM mainframe sell more volume and revenue every single cycle.”
Dylan Patel Dec 23, 2024 ▶ 19:02 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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