Dell Technologies, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 27Bill Gurley 4Jensen Huang 1
Verbatim, from the transcripts: the passages where Dell Technologies comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 32:50 Bill Gurley And others building in the stack, like, like, uh, Dell that we, we spoke to a few weeks ago, like they're the winners, um, in a pick and shovel game that's got this amount of aggressiveness.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 0:53 Brad Gerstner And now a major player in AI, you know, you, you spun off VMware, of course, and now you're a major owner of Broadcom and Dell remains a hundred billion dollar business. 2 times in the scene
- ▶ 4:25 Brad Gerstner You know, Dell was growing incredibly fast, obviously building low-cost, high-quality computers. 8 times in the scene
- ▶ 19:38 Brad Gerstner Um, so Dell Corporation, for example, has raised their hand and said, you know, we intend to give, uh, to the kids of, of our employees.
- ▶ 46:16 Brad Gerstner Hey, Michael, question for you, you know, on this related topic of productivity gains from leveraging AI and kind of what you're seeing at Dell. 7 times in the scene
- ▶ 1:04:06 Brad Gerstner Just as a data point, I think Dell got as low as, I don't know, 75, 72 bucks. 5 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 51:31 Brad Gerstner The company that's producing something in China will just take a lower margin, but we know a lot of those will be felt by US consumers who just end up paying higher prices for their Dell computer 2 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:13:46 Bill Gurley AI driven PC unit, which would, you know, presumably compete with Dell, even though Dell's on stage helping them with the Elon build. 2 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 39:34 Brad Gerstner They would seed it with a very small amount of money that would be a rounding error to the federal government, but really be a four or one K from birth where companies have already raised their hands from Uber to Dell, Oracle to Nvidia,…
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 5:26 Brad Gerstner Inside Dell, inside his customers, other enterprises, finding ways to take, you know, to find efficiencies in their business.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:13 Jensen Huang It's, you, you could sell it through Dell.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:36 Bill Gurley Well, Dell sells into there, Cisco sells, like all these people end up kind of just agreeing and selling in, and so that, that is a remarkable move by Facebook to lower their cost of their infrastructure, and to keep it lower, and to,