IBM

includes IBM PC

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Marc Andreessen · said 19 times in 6 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Marc Andreessen (12), John Collison (2), Bret Taylor (2), Tarek Mansour (1), Satya Nadella (1), Mati Staniszewski (1)

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2026 4 mentions in 3 episodes 1 per episode

Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board Mar 10, 2026 · 2 mentions · from 52:33
The world of voice AI, with Mati Staniszewski of ElevenLabs Apr 14, 2026 · 1 mention · from 44:24
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara Mar 17, 2026 · 1 mention · from 38:40
every mention in 2026, scene by scene →

2025 15 mentions in 3 episodes 5 per episode

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley Oct 1, 2025 · 12 mentions · from 33:29
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea Oct 28, 2025 · 2 mentions · from 1:14:55
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom Nov 18, 2025 · 1 mention · from 1:03:27
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about IBM, oldest first

Oct 1, 2025

Assertion Supported

Andreessen: IBM held 80 percent of tech market capitalization in the mid-1980s

“IBM in the mid-eighties was 80% of the market capitalization of the entire tech industry.”

Marc Andreessen Oct 1, 2025 ▶ 35:54 Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

IBM

Mentions by year, the whole family

Everything said about IBM, oldest first

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