IBM, every mention

10 scenes, the whole family · ← back to IBM

mentionsepisodesper episode tap a year for its mentions

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

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▶ 23:46 Bill Gurley They recruited IBM, a whole bunch of other people got everyone behind it.

▶ 19:02 Dylan Patel Um, the other aspect I would say is, and this is sort of a bit contentious with your chart, I think, but IBM mainframe sell more volume and revenue every single cycle.

▶ 4:59 Satya Nadella I never believed it, because after all, I'd compete against Oracle and IBM in the servers, and I always felt like, look, it's just never going to be winner-take-all when it comes to infrastructure.
▶ 10:32 Bill Gurley And as Brad pointed out, there were people that are arguing, oh, Microsoft's the next IBM or deck that it's better days are over.
▶ 1:21:58 Satya Nadella Uh, and so was IBM, so was Oracle, and what have you, and I think that there may be a real place for, ah, and open source is a beautiful mechanism for that, right, which is when you have multiple entities coming together and so on, and…

▶ 27:10 Sunny Madra When he said it, I didn't want to say that bill, but it felt like the old IBM argument.

▶ 30:27 Bill Gurley So they took a piece of technology that was inside their company, Kubernetes, and made it free, and they got the Linux Foundation to help organize, which the Linux Foundation is very good at, um, and they, they, they got IBM.

▶ 33:19 Bill Gurley CIOs at large companies, they used to be an IBM shop or an Oracle shop or a Microsoft shop.

▶ 22:02 Brad Gerstner You know, where IBM or Microsoft, the database market was always one of those markets that was incredibly large and that could get to these mature margins.

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