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Dell Technologies

also referred to as: dell

7 statements across 4 episodes · 5 bullish · 0 bearish · 5 people on the record · first statement Apr 26, 2025 by David Senra · said 50 times in 13 episodes since 2024 · across every show →

Mentions by year

brought up most by David Senra (24), John Coogan (12), Jordi Hays (5), Brad Gerstner (4), Tae Kim (1), Mark Gurman (1), Marc Benioff (1)

tap a year for its mentions
00204408202420252026episodesmentions
048202420252026episodes it came up in
007.54158202420252026episodesmentions per episode
2026 15 mentions in 8 episodes 2 per episode
2025 33 mentions in 3 episodes 11 per episode
2024 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Dell Technologies, oldest first

Apr 26, 2025 positive
Opinion
Senra: Dell runs the most financially successful family office in history
“Dell's family office is the most financially successful family office in history.”
David Senra Apr 26, 2025 ▶ 25:22 What Great Founders Really Do | David Senra on TBPN
Apr 26, 2025 neutral
Assertion Supported
Coogan: Dell was significantly bigger than Apple for a decade
“Dell was significantly bigger than Apple for, Like, a decade. Like, 1999, Dell's doing twenty-five billion in revenue. Apple's doing seven.”
John Coogan Apr 26, 2025 ▶ 28:15 What Great Founders Really Do | David Senra on TBPN
Apr 26, 2025 positive
Assertion Supported
Senra: Dell acquired EMC for $67B using $50B in debt
“He buys EMC VMware, right? Sixty seven billion dollars with like four billion of equity. So it's like, there was like a special dividend or something like that, but they wind up borrowing like fifty billion, 50 billion dollars.”
David Senra Apr 26, 2025 ▶ 22:49 What Great Founders Really Do | David Senra on TBPN
Apr 26, 2025 positive
Assertion Supported
Senra: Michael Dell launched Dell with $1,000 and zero venture capital
“It's even crazier than that, where like, he started the company with a thousand dollars, no co-founder, no VCs.”
David Senra Apr 26, 2025 ▶ 13:09 What Great Founders Really Do | David Senra on TBPN
Mar 30, 2026
Assertion Contradicted
Kim: Hyperscalers are locking in three-to-five-year CPU supply contracts
“We have Dell, AMD Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.”
Tae Kim Mar 30, 2026 ▶ 14:36 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
May 29, 2026 bullish
Assertion Supported
Gerstner: Dell AI server revenue rose 750% to $16 billion
“They just had AI server revenues up 750% year over year, went from a one billion dollar business to a sixteen billion dollar business.”
Brad Gerstner May 29, 2026 ▶ 4:18 Where Brad Gerstner Is Investing Billions
May 30, 2026 bullish
Assertion Supported
Hays: Dell stock is up 222% year-to-date after earnings surge
“Dell plus 40% on earnings after being plus 150% year to date. Dell is now 222 up 222%.”
Jordi Hays May 30, 2026 ▶ 20:34 New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
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