
How IBM Navigated the Post-PC Era
transcript
show notes
In this episode of The CEO Diary, Lucas and Luna explore how IBM reinvented itself after the PC era, focusing on the strategic pivot under Lou Gerstner in the 1990s and how that legacy still shapes the company today. They discuss the decision that saved IBM—shifting from hardware to services and software—and the cultural and operational challenges of that transformation. The conversation anchors on a specific moment: IBM's near-death experience in 1993, when it lost $8 billion, and how Gerstner's 'one IBM' strategy rebuilt the company. They also touch on how IBM repeatedly reinvented itself, from mainframes to PCs to cloud and AI, and what today's leaders can learn from that playbook. A must-listen for anyone interested in corporate reinvention and the art of strategic resilience.
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