IBM, every mention

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every year anyone David Senra 142

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

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Steve Jobs in Exile Jun 4, 2026 · 13 mentions

  • ▶ 8:47 David Senra He had created iconic logos for IBM, UPS, Westinghouse, and ABC.
  • ▶ 22:06 David Senra Steve winds up next to the CEO of IBM at a dinner and IBM wants to license operating systems for their computers. 4 times in the scene
  • ▶ 32:49 David Senra A month later, Steve pulls yet another rabbit out of his hat, announcing a new higher margin IBM deal. 7 times in the scene
  • ▶ 44:59 David Senra When he asked IBM to build a website, the company quoted Michael a two-year timeline.

Bruce Springsteen Repairs Himself Dec 14, 2025 · 1 mention

How Larry Ellison Thinks Nov 4, 2025 · 6 mentions

  • ▶ 19:38 David Senra And IBM had this research division that was publishing all these papers about this prototype relational database that they were building. 3 times in the scene
  • ▶ 39:09 David Senra He's saying, no, no, Oracle may not be as well known as IBM or Microsoft, but that's our class. 2 times in the scene
  • ▶ 56:37 David Senra So we picked fights with Microsoft and IBM because they're the ones we had to beat to reach the top.

The Billionaire Who Automates Everything: Thomas Peterffy Oct 5, 2025 · 1 mention

  • ▶ 14:11 David Senra IBM went into his breast pocket, DuPont into his left trouser pocket, another company in his back pocket, so on and so forth.

How Bill Gates Works Sep 24, 2025 · 3 mentions

  • ▶ 46:12 David Senra Now Microsoft, a company with seven million dollars in annual sales, had fewer than 40 employees, and was about to go into business with IBM, an international giant with revenues approaching thirty billion dollars a year.
  • ▶ 58:41 David Senra So then Paul goes into Bill's thinking on their most important deal in the early days, Microsoft, which obviously there's a deal with IBM that's been covered over and over again.
  • ▶ 1:02:41 David Senra The insight to do a dedicated software company was key because other companies like Wang or DEC or IBM who had lots of software expertise didn't have that vision.

Steve Jobs In His Own Words (Make Something Wonderful) Aug 14, 2025 · 2 mentions

  • ▶ 20:22 David Senra A single company, IBM, dominated the industry, but Steve and Woz were part of a new, this is the most important sentence in this entire paragraph, but Steve and Woz were part of a new generation of creative thinkers, engineers, and…
  • ▶ 57:35 David Senra And his point was that the contrast between, like, Apple and IBM, like, IBM's more hierarchical, and his whole thing is, like, great will come from everywhere.

Rare Steve Jobs’s Rare Interview Jun 10, 2025 · 8 mentions

  • ▶ 16:32 David Senra His main competitor is IBM and they released this product, which, uh, Steve jobs, I think affectionately referred to as shit and it's called the PC junior.
  • ▶ 22:23 David Senra And so then he's asked the question, you're competing directly with IBM. 7 times in the scene

The Greatest Moneymaker of All Time: Jim Simons May 13, 2025 · 5 mentions

  • ▶ 25:25 David Senra IBM was the most, had the highest market cap.
  • ▶ 1:02:08 David Senra And so he's going to recruit from IBM's computational linguistics department and two people that he's going to recruit from there, one of being co-CEOs. 4 times in the scene

The Life Story of Akio Morita: Founder of Sony May 6, 2025 · 1 mention

  • ▶ 7:20 David Senra He's like, I want to compete with IBM for my dorm room with a thousand dollars, and Michael Dell said, was I a little full of myself at 19?

The Life Story of Michael Dell Apr 22, 2025 · 34 mentions

  • ▶ 13:41 David Senra He's going to do the same thing with the IBM. 3 times in the scene
  • ▶ 15:46 David Senra IBM introduced its PC. 10 times in the scene
  • ▶ 28:45 David Senra I was still upgrading IBM PCs, still buying disk drives and hard drives and memory chips and installing them in the 4 times in the scene
  • ▶ 37:58 David Senra I want to compete with IBM.
  • ▶ 45:13 David Senra My upgraded machines were both better and less expensive than IBM or compact. 2 times in the scene
  • ▶ 55:38 David Senra It says IBM and compact failed to notice us to them. 2 times in the scene
  • ▶ 1:00:19 David Senra I talk about it more on that episode, but we're starting to see that the threat is going to come from below with Michael Dell in relation to compact and then IBM, because he says we were undercutting them on price, way undercutting them. 3 times in the scene
  • ▶ 1:05:43 David Senra He needs a really talented person that can build an Intel based two 86 microprocessor that's compatible with an IBM PC.
  • ▶ 1:12:43 David Senra We were up against IBM and compact.
  • ▶ 1:20:29 David Senra Now, got to the part about IBM that I referenced earlier. 5 times in the scene
  • ▶ 1:24:49 David Senra I got caught up in the richness of a multidimensional puzzle, got swept up in the competitive fray of defeating IBM and compact.
  • ▶ 1:33:20 David Senra In 1998, with over twelve billion in sales, we surpassed IBM and Apple to become the second biggest PC company in the world.

400 Pages of Warren Buffett and Charlie Munger In Their Own Words Mar 8, 2025 · 1 mention

  • ▶ 48:48 David Senra And so they quote the former CEO and chairman of IBM, Thomas Watson, where he says, I'm no genius.

Amancio Ortega: The Genius Behind The Inditex Group Dec 17, 2024 · 1 mention

Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters Oct 15, 2024 · 5 mentions

  • ▶ 21:31 David Senra In the 19 fifties, a large Baltimore based fund management company sold their client shares in IBM only for the shares to appreciate to the point that the value of the shares sold would become bigger than the whole fund management company… 2 times in the scene
  • ▶ 30:02 David Senra So again, that speaks to Nick's own point about how difficult this was when he's talking about that firm that sells IBM in the fifties and Walmart in the seventies, he's not like, Hey, look at these idiots.
  • ▶ 42:37 David Senra In the early 19 seventies, a large successful fund management company analyzed its portfolio and discovered that their sale of IBM, 30 years earlier had been a huge error of omission. 2 times in the scene

How The Sun Rose On Silicon Valley: Bob Noyce (Founder of Intel) Jul 18, 2024 · 4 mentions

  • ▶ 12:39 David Senra IBM, which is a bigger company.
  • ▶ 22:21 David Senra So it says a few well-known electronics firms were already here, General Electric and IBM, as well as a company that started up locally, Hewlett Packard. 3 times in the scene

The Inside Story of America's Richest Man: Sam Walton Jul 11, 2024 · 1 mention

  • ▶ 56:20 David Senra For a modern communications computer system, and when they say computers at this time of history, these are like giant IBM mainframes.

Texas Oil Billionaire Monty Moncrief Apr 25, 2024 · 1 mention

Charlie Munger (the NEW Poor Charlie's Almanack) Apr 16, 2024 · 2 mentions

  • ▶ 54:23 David Senra Kind of relates to Microsoft and Intel too, because the founder of IBM, Thomas Watson, actually worked for National Cash Register, and obviously Microsoft and Intel were very important partners, uh, to IBM. 2 times in the scene

The Biography of James Cameron Mar 29, 2024 · 1 mention

  • ▶ 53:36 David Senra They raised fifteen million dollars from IBM, which took a 50% stake in the company.

Steve Jobs (Make Something Wonderful) Mar 14, 2024 · 3 mentions

  • ▶ 18:07 David Senra A single company, IBM, dominated the industry, but Steve and Waz were part of a new, this is the most important sentence in this entire paragraph, but Steve and Waz were part of a new generation of creative thinkers, engineers, and… 2 times in the scene
  • ▶ 55:59 David Senra And his point was that the contrast between, like, Apple and IBM, like, IBM's more hierarchical, and his whole thing is, like, great will come from everywhere.

Yvon Chouinard (Founder of Patagonia) Mar 8, 2024 · 1 mention

  • ▶ 31:28 David Senra Michael Kami, who actually ran strategic planning for IBM and was credited with help turning Harvey Davison around.

The Invisible Billionaire: Daniel Ludwig Feb 23, 2024 · 6 mentions

The Biography of Bill Gates Feb 16, 2024 · 20 mentions

  • ▶ 0:53 David Senra In 1980, the company had sold the MS-DOS operating system to IBM. 2 times in the scene
  • ▶ 27:52 David Senra The second one is going to be IBM.
  • ▶ 27:55 David Senra And so this is what's going to set the stage for IBM and Microsoft to work together. 14 times in the scene
  • ▶ 31:44 David Senra And so the book goes into a lot more detail about the development of the partnership between Microsoft and IBM. 3 times in the scene

What I Learned Before I Sold to Warren Buffett Jan 9, 2024 · 1 mention

  • ▶ 29:43 David Senra Uh, it's called The Maverick and the Machine, Thomas Watson Senior in the Making of IBM.

Paul Graham's Essays Nov 30, 2023 · 2 mentions

  • ▶ 59:02 David Senra Where would Microsoft be if IBM insisted on an exclusive license for DOS? 2 times in the scene

The Autobiography of Vannevar Bush Oct 26, 2023 · 1 mention

  • ▶ 15:46 David Senra Some of them make the same sort of stir as Xerox or Polaroid or IBM, all of which are making products that were unheard of when I was young.

The Biography of John Malone (Cable Cowboy) Oct 17, 2023 · 2 mentions

The Biography of Steve Jobs (The Evolution of a Reckless Upstart into a Visionary Leader) Oct 3, 2023 · 16 mentions

  • ▶ 26:53 David Senra He even calls Apple a world leader, an absolutely unprovable claim that rockets the little company into the same league as IBM, which was then the industry's giant.
  • ▶ 29:08 David Senra This is what Bill Gates saw that Steve Jobs missed, and it's the impact that a major company like IBM is going to have when it ships its first personal computer, and because of the immense success, they go from zero computers sold to a…
  • ▶ 33:39 David Senra So they're having this conversation, and, you know, IBM's, this is 1981, IBM's shipping his first computer, and Steve's like, this is irrelevant, no one's gonna choose that ugly piece of thing over this, like, piece of art, this master,… 4 times in the scene
  • ▶ 41:10 David Senra He is trying to do a negotiation with a giant company, IBM. 8 times in the scene
  • ▶ 57:40 David Senra Remember, he was complicating a deal that he desperately needed done, uh, with Next and IBM.
  • ▶ 1:16:38 David Senra So I mentioned earlier, huge theme of the book is the evolution of Steve compared, you know, him making, needing that deal with IBM when he's at next, messing it up terribly.
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