large companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 10, 2025 by Michael Dell · across every show →
Everything said about large companies, oldest first
Jul 10, 2025 bearish
Dell: Incumbents Failing to Adopt AI Will Be Destroyed in 3-5 Years
“These companies have an incumbency of sorts, right? They have data, they have customers, they have brands, they have IP, et cetera. But if they don't move quickly to re-imagine their businesses, given all this technology, they will be destroyed by new companie…”