IBM

includes IBM Personal Computer, IBM PC

3 statements across 2 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Oct 12, 2025 by Michael Dell · said 43 times in 7 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by David Senra (23), Marc Andreessen (18), Michael Dell (2)

mentionsepisodesper episode tap a year for its mentions

2026 19 mentions in 2 episodes 10 per episode

Marc Andreessen: The World Is More Malleable Than You Think Mar 15, 2026 · 18 mentions · from 49:55
John Mackey: The Dropout Who Changed How America Eats Jan 4, 2026 · 1 mention · from 1:18:48
every mention in 2026, scene by scene →

2025 24 mentions in 5 episodes 5 per episode

Michael Dell, Dell Technologies | David Senra Oct 12, 2025 · 15 mentions · from 5:53
Daniel Ek, Spotify | David Senra Sep 28, 2025 · 4 mentions · from 1:45:25
How Todd Graves Built Raising Cane's Nov 9, 2025 · 2 mentions · from 15:09
How Brad Jacobs Built 8 Billion-Dollar Companies Oct 26, 2025 · 2 mentions · from 32:50
My Conversation With Patrick O'Shaughnessy, Founder of Colossus & Positive Sum | David Senra Dec 21, 2025 · 1 mention · from 1:13:15
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about IBM, oldest first

Oct 12, 2025 neutral

Assertion Supported

IBM manufactured none of the core components in its original PC

“And inside the IBM PC, None of the chips were made by IBM, right? And none of the disk drives were made by IBM. The power supply wasn't made by IBM.”

Michael Dell Oct 12, 2025 ▶ 7:56 Michael Dell, Dell Technologies | David Senra

Oct 12, 2025 positive

Assertion Contradicted

IBM was the first company to achieve a $100 billion market cap

“It was the first company to ever hit a hundred billion dollar market cap, which also blew my mind.”

David Senra Oct 12, 2025 ▶ 6:06 Michael Dell, Dell Technologies | David Senra

Mar 15, 2026 neutral

Assertion Supported

Andreessen: IBM held 80% of total tech industry market cap in mid-1980s

“They were in the mid-eighties, they were 80% of the market capitalization of the entire tech industry, right? There's nothing even close to that.”

Marc Andreessen Mar 15, 2026 ▶ 1:32:43 Marc Andreessen: The World Is More Malleable Than You Think

IBM

Mentions by year, the whole family

Everything said about IBM, oldest first

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