Dell Technologies, every mention

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every year anyone David Senra 24John Coogan 12Jordi Hays 5Brad Gerstner 4Tae Kim 1Mark Gurman 1Marc Benioff 1

Verbatim, from the transcripts: the passages where Dell Technologies comes up

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Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN Jul 28, 2026 · 1 mention

  • ▶ 16:00 unnamed speaker You got Adobe, Capital One, Cisco, Cloudflare, Cognition, CrowdStrike, Databricks, Dell, uh, IBM, Linux, Microsoft.

Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN Jul 3, 2026 · 1 mention

  • ▶ 9:17 John Coogan Doing business with a Trump admin has turned out well for other companies like Intel and Dell.

New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN May 30, 2026 · 4 mentions

  • ▶ 20:34 Jordi Hays Uh, Dell plus 40% on earnings after being plus 150% year to date. 4 times in the scene

Where Brad Gerstner Is Investing Billions May 29, 2026 · 4 mentions

  • ▶ 4:07 Brad Gerstner Of the market delivered, these companies delivered, you saw Dell's, I mean, listen, Michael Dell, one of my best buds, and you watch the, the act, you know, that he's delivering with Dell. 4 times in the scene

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race Mar 30, 2026 · 1 mention

  • ▶ 14:36 Tae Kim We have Dell, AMD, uh, Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.

Anthropic-OpenAI war, Walmart hits $1T, Gas Town & Vibecoding | Diet TBPN Feb 5, 2026 · 1 mention

  • ▶ 15:43 John Coogan I mean, they're not taking a shot at Windows specifically, or Microsoft, or Dell.

Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads Feb 4, 2026 · 1 mention

  • ▶ 16:10 unnamed speaker I mean, they're not taking a shot at Windows specifically, or Microsoft, or Dell.

The Jamie Dimon Apple Card, Greenland Ideas, WB-Paramount, TBPN x Vanity Fair | Diet TBPN Jan 9, 2026 · 2 mentions

Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More Nov 4, 2025 · 1 mention

  • ▶ 1:33 Mark Gurman Outside of, I think, Bloomingdale's or Macy's or whatnot, they had a cart, a Dell cart, believe it or not, and they were touting at the time what they called the Dell DJ, and that was the mp-three player of, uh, of note at that time, and…

Marc Benioff on AI Agents' Biggest Problem Oct 17, 2025 · 1 mention

What Great Founders Really Do | David Senra on TBPN Apr 26, 2025 · 31 mentions

  • ▶ 11:18 David Senra It's like, he's 18, and he starts Dell when he's 1819 years old. 10 times in the scene
  • ▶ 20:27 John Coogan And then if you look at what Dell's done today, they're selling servers for businesses. 7 times in the scene
  • ▶ 26:44 David Senra It has a very interesting structure, because the, the first chapter is him fighting with Carl Icahn, who's trying to steal, steal his company from him, and it's about to take private at Dell. 10 times in the scene
  • ▶ 30:32 David Senra Fighting to take the company private. 4 times in the scene

How we became the fastest growing podcast (ep20) Dec 11, 2024 · 1 mention

  • ▶ 2:23:59 John Coogan Michael Dell says, Dell's revenues during our first 16 years, 6,000,033 1,000,067 1,000,001 fifty-nine million.

Zuck Just Killed the Apple Vision Pro (ep2) Oct 14, 2024 · 1 mention

  • ▶ 43:26 Jordi Hays Yeah, and I'm sure that Dell would be like, we'll give you five million dollars a year to cover us a few times or whatever.
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