tech industry

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 12, 2025 by Michael Dell · across every show →

Everything said about tech industry, oldest first

Oct 12, 2025 positive
Insight
Dell: Major paradigm shifts emerge every ten years to expand tech opportunities
“About every 10 years or so, something comes along and just completely expands the opportunity set for the industry.”
Michael Dell Oct 12, 2025 ▶ 38:45 Michael Dell, Dell Technologies | David Senra
Mar 15, 2026 neutral
Assertion Supported
Andreessen: IBM held 80% of total tech industry market cap in mid-1980s
“They were in the mid-eighties, they were 80% of the market capitalization of the entire tech industry, right? There's nothing even close to that.”
Marc Andreessen Mar 15, 2026 ▶ 1:32:43 Marc Andreessen: The World Is More Malleable Than You Think
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