IBM

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 9, 2025 by Gavin Baker · said 19 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by Ben Thompson (12), David Senra (2), Jeff Horing (1), Gustav Söderström (1), Gavin Baker (1), Ben Horowitz (1), Alex Sacerdote (1)

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2026 14 mentions in 3 episodes 5 per episode

What Happens When the AI Boom Runs Out of Money · Invest Like The Best Aug 18, 2026 · 12 mentions · from 58:11
Why the AI Boom Is Just Getting Started · Invest Like The Best Jun 9, 2026 · 1 mention · from 51:29
Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview · Invest Like The Best Feb 3, 2026 · 1 mention · from 9:19
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2025 5 mentions in 4 episodes 1 per episode

The Obsession That Creates Enduring Companies | David Senra Interview · Invest Like The Best May 6, 2025 · 2 mentions · from 23:38
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best Dec 9, 2025 · 1 mention · from 1:17:20
5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best Sep 16, 2025 · 1 mention · from 28:32
Spotify’s Journey To Profitability · Invest Like The Best May 20, 2025 · 1 mention · from 41:04
every mention in 2025, scene by scene →

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Everything said about IBM, oldest first

Dec 9, 2025 bearish

Opinion

Google, IBM, and Honeywell lead quantum computing, not pure-play public companies

“The public quantum companies, again, are not the leaders. You know, from my perspective, the leaders in quantum would be Google, IBM, and then the Honeywell quantum”

Gavin Baker Dec 9, 2025 ▶ 1:17:16 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

IBM

Mentions by year

Everything said about IBM, oldest first

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