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Dell Technologies

also referred to as: dell

8 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Oct 12, 2025 by Michael Dell · said 50 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by David Senra (39), Michael Dell (6), Zach Dell (5)

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2026 11 mentions in 3 episodes 4 per episode
2025 39 mentions in 3 episodes 13 per episode

every mention, scene by scene, with the transcript →

Everything said about Dell Technologies, oldest first

Oct 12, 2025
What-if
Dell: Dell Technologies would not exist today without mastering its supply chain
“I think if we had not figured out how to do our supply chain well you know, we would not be here today. It's as simple as that.”
Michael Dell Oct 12, 2025 ▶ 51:09 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 neutral
Disclosure
Dell shipped electronic catalogs on floppy disks before the World Wide Web
“We'd experimented with how do you create an electronic version of the catalog, even like, we're going to send you a floppy disk or a CD-ROM, and you put it in your computer, and you load it up, and the catalog is there.”
Michael Dell Oct 12, 2025 ▶ 1:22:07 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 positive
Insight
Michael Dell: Technology business is an infinite game of solving puzzles
“You know, it's all just like fun and interesting, and I want to learn. And it's like it's like a big puzzle to solve and understand. And you think about the impact that technology has on the world What could be more exciting than to be in the middle of that an…”
Michael Dell Oct 12, 2025 ▶ 3:08 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 positive
Assertion Supported
Dell operated on five days of inventory while competitors held ninety days
“They had like, 90 days in their collective supply chain. And we figured out how to have like, five days. I mean, it was crazy. It was like a massive advantage.”
Michael Dell Oct 12, 2025 ▶ 1:03:57 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 positive
Insight
Michael Dell: Negative cash conversion cycles generate massive internal growth capital
“What we figured out was that if we could dramatically shrink our inventory and get paid from our customers faster and, you know maybe not pay our suppliers, you know, instantly pay them a little bit later, then If you're growing and you have a negative cash co…”
Michael Dell Oct 12, 2025 ▶ 1:02:20 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 negative
Opinion
Michael Dell: Legacy companies ignoring new tools will fall to startups
“If we keep doing what we were doing before, We're gonna be in serious trouble, because some new company's gonna come along, and yeah, they're gonna have all these new tools. They're not gonna have this legacy of crap from the past, right, and old ways of doing…”
Michael Dell Oct 12, 2025 ▶ 31:09 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 positive
Insight
Michael Dell: It is advantageous when competitors ignore your operational wins
“I think there's a human instinct to say, hey, look at me. I'm doing this great thing. Isn't this cool? Right? But actually in business, it's better if the competitor doesn't understand or doesn't see you.”
Michael Dell Oct 12, 2025 ▶ 1:09:31 Michael Dell, Dell Technologies | David Senra
Oct 12, 2025 neutral
Assertion Supported
Dell: Over 80% of Dell's first-year business was to enterprises
“If you go back to the very, very beginning, like the first full year, like over 80% of the business was to businesses.”
Michael Dell Oct 12, 2025 ▶ 1:23:35 Michael Dell, Dell Technologies | David Senra
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