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> The computers that came out of Silicon Valley in the late 70s-into the 80s were a disruption to the old stalwarts like IBM. Though for silicon maybe I'm just trapped in that pre-SpaceX thinking.

another good example of this is how VLSI in particular disrupted the mini-computer/mainframe market and made CPU's cheap enough to put them into smaller and far cheaper machines. This really shook up the old guys who where used to being total system vendors. (IBM, DEC etc). Suddenly, you could get a computer for much cheaper compared to the decade prior, and by the early to mid nineties you had guys like sun eating their lunch completely.

IBM pivoted to being a services company and DEC just imploded.



AFAIK IBM still completely dominates mainframe, so they're not entirely out of the systems space.




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