Dell Technologies

also referred to as: dell · dell inc.

6 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Mar 17, 2026 by Michael Dell · said 43 times in 17 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (24), David Friedberg (7), Chamath Palihapitiya (5), Nikesh Arora (2), Michael Dell (2), Brad Gerstner (2), Gavin Baker (1)

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2026 27 mentions in 8 episodes 3 per episode

Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas Mar 17, 2026 · 19 mentions · from 36:14
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks" Jun 8, 2026 · 2 mentions · from 26:50
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026 · 1 mention · from 1:03:56
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie Jul 3, 2026 · 1 mention · from 33:11
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter Jun 27, 2026 · 1 mention · from 1:18:08
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael Mar 6, 2026 · 1 mention · from 51:58
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! Jan 23, 2026 · 1 mention · from 48:15
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs Jan 17, 2026 · 1 mention · from 33:42
every mention in 2026, scene by scene →

2025 1 mention in 1 episode

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law Jul 19, 2025 · 1 mention · from 31:04
every mention in 2025, scene by scene →

2024 10 mentions in 4 episodes 3 per episode

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction? May 31, 2024 · 6 mentions · from 1:37:46
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive Aug 16, 2024 · 2 mentions · from 51:50
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more Jun 29, 2024 · 1 mention · from 37:21
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more Mar 22, 2024 · 1 mention · from 22:42
every mention in 2024, scene by scene →

2022 2 mentions in 1 episode

E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen Feb 5, 2022 · 2 mentions · from 57:49
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2021 3 mentions in 3 episodes 1 per episode

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more Nov 13, 2021 · 1 mention · from 1:12:05
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A Oct 16, 2021 · 1 mention · from 5:08
E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more Jun 25, 2021 · 1 mention · from 1:05:03
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Everything said about Dell Technologies, oldest first

Mar 17, 2026 positive

Assertion Not checkable as stated

Michael Dell: AI lets Dell teams finish months of work in days

“When I listen to what our teams are able to accomplish in a day or two weeks that would have taken them, you know, a few months or nine months time, you know, it's just amazing the speed of innovation.”

Michael Dell Mar 17, 2026 ▶ 57:55 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Mar 17, 2026 positive

Prediction Open · timeframe Dec 2026

Dell: Dell Technologies will generate $140B in revenue this year

“We'll have about a 140 billion in revenue this year”

Michael Dell Mar 17, 2026 ▶ 36:42 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Mar 17, 2026 bullish

Disclosure

Dell: AI infrastructure business will reach ~$50B this year

“The progression of our business in that area sort of gone from like two billion to ten billion to twenty five billion to This year it'll be like fifty billion.”

Michael Dell Mar 17, 2026 ▶ 41:38 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Mar 17, 2026 bullish

Assertion Supported

Dell's infrastructure business grew 73% last quarter

“Our infrastructure business last quarter grew, 73%.”

Michael Dell Mar 17, 2026 ▶ 47:06 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Mar 17, 2026 bullish

Disclosure

Michael Dell: Dell guided infrastructure business to grow ~100% this quarter

“This quarter we Guided that it would grow even faster, like a hundred percent.”

Michael Dell Mar 17, 2026 ▶ 47:18 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Mar 17, 2026 bullish

Disclosure

Michael Dell: Dell has deployed over 4,000 AI Factories in enterprises

“So about two years ago, we put together this product that we called the Dell AI factory. And now we've got 4000 plus of these and it's kind of running rampant across enterprises.”

Michael Dell Mar 17, 2026 ▶ 43:33 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

Dell Technologies

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