Silicon Cowboys
Bryan Cantrill, Adam Leventhal, Steve Tuck, and Tom Lyon discuss the rise of Compaq as depicted in the documentary 'Silicon Cowboys' and Rod Canion's book 'Open'. They analyze how Compaq achieved rapid growth by combining portability with 100% IBM PC compatibility, leveraging a strong channel strategy and an egalitarian company culture. The conversation covers the Osborne Effect, IBM's missteps with Microchannel Architecture, and the eventual decline of Compaq following Rod Canion's departure and subsequent acquisitions like DEC.