Michael Dell
5 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Apr 29, 2024 by Brad Gerstner · said 12 times in 6 episodes since 2024 · across every show →
On the record as a speaker too: Michael Dell's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Brad Gerstner (10), Sundeep Madra (2)
tap a year for its mentions
2025 1 mention in 1 episode
2024 11 mentions in 5 episodes 2 per episode
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Michael Dell, oldest first
Apr 29, 2024 neutral
Gerstner: 83% of CIOs plan to repatriate workloads on-prem
“So this among enterprise CIOs moving back to hybrid and on-prem, the number was the 83% of respondents said that they were going to repatriate at least some of their workloads. Right. Back to on-prem and that was up from 49% or 43% in 2020.”
Jul 10, 2025 bullish
Jul 10, 2025 positive
Michael Dell: We Maintained Six Days of Inventory for Seven Consecutive Years
“You have six days of inventory, which we actually had for about seven years in a row, six days of inventory, think about that. The, it's a structural competitive advantage because you're, you have fresher inventory, you have fresher costs, and of course you do…”
Jul 10, 2025 positive
Dell: Our Foundation Will Make Significant Invest America Contributions
“Susan and I will definitely be a part of that, that will say, hey, you know, this is a really good way to get money directly to the next generation... Our foundation has studied this very carefully, and we believe it's worthy of a significant contribution”