I really liked their recent one on Microsoft. They cover how intertwined Microsoft was in the early days with IBM. IBM did notice the trend towards PCs and made

I really liked their recent one on Microsoft. They cover how intertwined Microsoft was in the early days with IBM. IBM did notice the trend towards PCs and made it a skunkwork project out of Florida to remove it from the IBM bureaucracy. Second there is a book called “The Difference between Larry Ellison and God” which was about the early days of Oracle. Oracle’s SQL database was built entirely on research from IBM and a bit from Berkeley. IBM was slow to commercialize on SQL but the reason SQL is a standard is because of IBM. But one of the interesting things that the podcast covers is that IBM was so large and powerful they were stymied to make the big moves necessary because it would have led to antitrust action. So even though we think of it as ineptitude there was a reason that they missed the mark.