Cloud Wars and Company Wars: Play Nice But Win
Show notes
There are lots of challenges in being public while trying to innovate, and limits to being a private company as well; but it's rare to see a company go public then private then back to public again. As is the case with Dell Technologies, one of the largest tech companies -- which went private 2012-2013 and then also pulled off one of the most epic mergers of all time with Dell + EMC + VMWare 2015-2016 (and which we wrote about here at the time). Is there a method to the madness? How does one not just start, but keep, and transform, their company and business? Especially as it adapts to broader, underlying tech platform shifts. Michael Dell shares all this in his upcoming new book, Play Nice to Win: A CEO's Journey from Founder to Leader... he also, tellingly, may be one of the longest-standing founder-CEOs (37 years so far). Because this is really a story about innovation, who decides, who judges, who does it, and where: In the markets, in public, in private; in the both the big picture and the inner detailed workings of a business beyond "cells in a spreadsheet"; and even in fighting -- or harnessing! -- narratives, whether it's the demise-of-PC or cloud wars 1.0 /2.0... And where trends like the cost paradox of cloud, and "end of cloud" edge computing, among others like AI & ML, also come in. In this special book-launch episode of the a16z Podcast with Marc Andreessen, Martin Casado, and Sonal Chokshi debate the Cloud Wars to the Company Wars (along with some behind-scenes stories and even some star wars) with Michael Dell... and whether you can really play nice to win. image: Dell EMC World 2016/ © Dell Inc. The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets) is available at https://a16z.com/investments/. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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