VMware, every mention

3 scenes (2023) · ← back to VMware

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every year 2023 anyone Gregg Lemkau 3Scott Kupor 1Ash Fontana 1

Verbatim, from the transcripts: the passages where VMware comes up

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Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Jan 9, 2023 · 3 mentions

  • ▶ 22:56 Gregg Lemkau He then did VMware, squeezed out, went back public.
  • ▶ 28:05 Gregg Lemkau Step two was make sure you've got enough scale and capability that the Dell family can invest meaningfully more capital over the next 10, 20, 30 years as they diversify away from Dell and VMware and think about diversifying wealth and…
  • ▶ 37:36 Gregg Lemkau They then spun off VMware, which has announced it's merging with Broadcom, but really big public market exposure there.
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