IBM, every mention

29 scenes, the whole family · ← back to IBM

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every year anyone Ben Thompson 7Jordi Hays 4John Coogan 4David Senra 3Satya Nadella 1Martin Shkreli 1Kevin Warsh 1

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

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Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN Sep 4, 2026 · 1 mention

AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN Aug 8, 2026 · 1 mention

  • ▶ 24:51 Jordi Hays Google will join the ranks of other legendary tech giants like IBM and Intel to give up on the harder thing and do the thing that will make you more money.

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN Jul 28, 2026 · 1 mention

  • ▶ 16:00 unnamed speaker You got Adobe, Capital One, Cisco, Cloudflare, Cognition, CrowdStrike, Databricks, Dell, uh, IBM, Linux, Microsoft.

Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN Jul 20, 2026 · 1 mention

IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN Jul 14, 2026 · 29 mentions

  • ▶ 0:00 unnamed speaker Uh, IBM is absolutely nuking. 24 times in the scene
  • ▶ 2:12 unnamed speaker System three 60, it was comp, ah, a compatible family of devices, which is interesting.
  • ▶ 3:21 unnamed speaker So, uh, the IBM PC launched in 1981. 2 times in the scene
  • ▶ 4:39 unnamed speaker Uh, his strategy ultimately produced three things, uh, IBM global services, large outsourcing contracts, and a vast consulting organization.
  • ▶ 5:30 unnamed speaker Um, and the Z-seventeen mainframe cycle was surprisingly solid, but the problem is, is that they just called out a shift away from mainframe spending with customers shifting capital spending towards the physical AI build-out.

Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN Jul 9, 2026 · 7 mentions

  • ▶ 17:05 unnamed speaker This is the New York complex vacated by IBM, has become a magnet for urban explorers. 4 times in the scene
  • ▶ 19:02 unnamed speaker Watson? 2 times in the scene
  • ▶ 22:23 unnamed speaker And you can have sort of multiple threads of conversations going within one conversation, so you can say, hey, I need you to go and do a deep research report on, ah, you know, IBM Watson, and it goes and cooks on that, and then while it's…

SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN May 22, 2026 · 1 mention

Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN May 15, 2026 · 1 mention

  • ▶ 15:22 Kevin Warsh I remember I showed up in your office once, I was dressed like this, and I think you screamed at one of the guys, you said, Kevin's here, he looks like the guy from IBM, and I was talking about, well, you know, we need, like, really…

Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN Apr 30, 2026 · 1 mention

  • ▶ 15:39 unnamed speaker Investor concern was broad based because companies, including IBM, Texas Instruments, and Intel had reported strong earnings in recent days.

Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN Apr 22, 2026 · 2 mentions

  • ▶ 7:22 unnamed speaker And Brandon cites Xerox, Motorola, Texas Instruments, IBM, and HP, which all fell by the wayside over the past 30 years while Apple built, uh, the biggest consumer hardware company on the planet and thrived in the public market. 2 times in the scene

Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN Feb 24, 2026 · 1 mention

  • ▶ 28:43 unnamed speaker We need a moment of silence for international business machines.

Why I Spent $70M to buy AI.com Feb 11, 2026 · 1 mention

  • ▶ 14:17 unnamed speaker You would think like IBM Watson, IBM Watson in like

Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN Feb 5, 2026 · 2 mentions

  • ▶ 10:59 Jordi Hays Of these type of Super Bowl attack ads from, like, the history of Pepsi and Coca-Cola, Apple, and IBM. 2 times in the scene

Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads Feb 4, 2026 · 2 mentions

  • ▶ 10:26 unnamed speaker I was trying to find examples of these type of Superbowl attack ads from like the history of Pepsi and Coca-Cola, Apple and IBM. 2 times in the scene

AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN Jan 10, 2026 · 2 mentions

  • ▶ 15:30 unnamed speaker He did talk about, like, losing the PC race to international business machines. 2 times in the scene

Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN Nov 21, 2025 · 1 mention

  • ▶ 25:10 Satya Nadella Excel being our front-end tool, and, uh, the, uh, AS 400, in our case, being the data repository.

Wednesday’s Diet TBPN Nov 13, 2025 · 1 mention

Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf Jul 19, 2025 · 1 mention

Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses Jul 12, 2025 · 7 mentions

  • ▶ 2:08:08 Ben Thompson And I was, I, I, I went through Lou Gerstner's autobiography and about how he turned around IBM. 7 times in the scene

What Great Founders Really Do | David Senra on TBPN Apr 26, 2025 · 3 mentions

  • ▶ 16:12 David Senra He's making a ton of money, essentially just buying IBM PCs, souping them up and then selling them to rich architects, dentists, doctors and stuff like that.
  • ▶ 16:12 David Senra He's making a ton of money, essentially just buying IBM PCs, souping them up and then selling them to rich architects, dentists, doctors and stuff like that. 2 times in the scene

The GREAT VC AI DEBATE between Slow Ventures and Greylock Partners. Mar 17, 2025 · 1 mention

  • ▶ 22:11 unnamed speaker As I see like, oh, I go to IBM or something with, uh,

DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind Jan 24, 2025 · 1 mention

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