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Dell Technologies

also referred to as: dell

9 statements across 3 episodes · 2 bullish · 0 bearish · 6 people on the record · first statement Jan 2, 2019 by Michael Copeland · said 74 times in 16 episodes since 2018 · across every show →

Mentions by year

brought up most by Michael Copeland (22), Benedict Evans (13), Peter Levine (12), Steven Sinofsky (10), J.R. Rivers (8), Chris Dixon (4), Connie Chan (2), Martin Casado (1)

tap a year for its mentions
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0815201820192020202120222023202420252026episodes it came up in
0037.5615201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2025 6 mentions in 1 episode
2019 66 mentions in 13 episodes 5 per episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Dell Technologies, oldest first

Jan 2, 2019
Assertion Supported
Copeland: Dell buying EMC is the largest tech deal in history
“We just witnessed the largest tech deal in history when Dell bought EMC.”
Michael Copeland Jan 2, 2019 ▶ 0:04 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019
Assertion Not checkable as stated
Rivers: Public markets would never permit Dell's $67B acquisition of EMC
“When they went private, their market cap was twenty four billion dollars. So tell me in what public market you're going to find a twenty four billion dollar company acquiring a sixty seven billion dollar company. Not going to freaking happen.”
J.R. Rivers Jan 2, 2019 ▶ 2:38 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 positive
Assertion Not checkable as stated
Rivers: Dell effectively paid only $20 billion net for EMC
“How much did Dell really pay for EMC? About twenty billion dollars. Because the rest of it, I mean, if they took VMware and spun it out, they'd, you know, they'd make back at least 40.”
J.R. Rivers Jan 2, 2019 ▶ 15:56 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 neutral
Assertion Not checkable as stated
Levine: Dell Bought EMC Because EMC Had Activists and Dell Didn't
“Dell was able to do this deal because they had no active. They were a private company and had no activists. EMC could only do this deal because they had activists”
Peter Levine Jan 2, 2019 ▶ 20:50 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 positive
Opinion
Levine: Dell acquiring EMC creates a complete data center systems vendor
“Dell's business moving from PC to server vendor, now server vendor to systems vendor, Makes a lot of sense. I mean, that logic there does hang together. Servers and storage kind of make up, and networking make up the bulk of make up the bulk of the data center…”
Peter Levine Jan 2, 2019 ▶ 4:27 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 neutral
Prediction Open · timeframe Oct 2020
Ashatosh: Dell will eventually be run by a CFO
“As far as that market is concerned, I think, you know, you will end up having a CFO be the leader of Dell.”
Ash Ashatosh Jan 2, 2019 ▶ 11:10 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019 neutral
Opinion
Levine: Dell excels at commodity sales, EMC at high-margin systems
“Dell is amazingly good at selling commodity components and EMC is amazingly good at selling high margin components.”
Peter Levine Jan 2, 2019 ▶ 28:41 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Jan 2, 2019
Insight
Evans: Dell and legacy automakers are logistics and assembly businesses, unlike Apple
“They're a logistics business as much as they are a technology business. There's lots of cool technology inside Dell as well, but basically they're an assembly business, and which is also what Detroit was, and what Apple isn't.”
Benedict Evans Jan 2, 2019 ▶ 19:13 a16z Podcast | Tesla and the Nature of Disruption
Jun 18, 2025 neutral
Assertion Not checkable as stated
Sinofsky: 1990s PC makers competed on marketing, not product engineering
“When you bought a computer from Dell and from Compaq, if you open them up, Intel processors, Seagate disk drive, also from US, you know, like all, and so they were really not competing on who could Buy those parts and put them into a gray or beige box more qui…”
Steven Sinofsky Jun 18, 2025 ▶ 22:20 Former Microsoft Executive on Apple’s Hidden China Problem
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