IBM

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• bearish fact_claim Chamath Palihapitiya

  microsoft and ibm were in fact uh disrupted by google and amazon

• bearish prediction Chamath Palihapitiya

  i think the best trade on the best trade on the internet the most obvious simple money-making trade is long microsoft google short big tech short the rest of big tech short ibm

• neutral fact_claim Unattributed

  you couldn't make an IBM, uh, compatible computer without MS DOS.

• bearish fact_claim Chamath Palihapitiya

  What is Facebook's issue two days ago? It was that, you know, the boogaloo movement, which is, you know, a bunch of people who believe in the militia and an impending civil war principally use Facebook and Facebook groups to organize.

• mixed assessment Chamath Palihapitiya

  I think basically that Facebook is becoming middle America and Twitter is becoming sort of the coasts. ... Facebook is basically a product of middle America, plus kind of like countries outside the United States and, you know, Twitter's about, you know, rich coastal kind of people.

• bearish criticism Chamath Palihapitiya

  One is that the Twitter product is still relatively brittle. I mean, like, Facebook has a whole suite of emoticons to say something is a crock of shit. ... And so Twitter's reactionary feedback mechanism to its algorithms is very brittle.

• bearish criticism David Friedberg

  I don't think so. Yeah, look, I mean, it's such a slippery slope and there's too much room for interpretation. I'm just saying the obvious. But, you know, if you're a platform, you're a platform. You know, you let the things get built on top of you. Sure, you can have some rules around what can be built. But as soon as you start, you know, saying what is true and what is not true, and you become the arbiter of truth, you're no longer an agnostic platform. And I think that, you know, that that is

• neutral fact_claim Unattributed

  ibm is selling quantum computers people are selling time in the quantum computers