The Ledger

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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…”
Michael Dell Jul 10, 2025 ▶ 51:40 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
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