Travis Kalanick & Michael Dell Live from Austin, Texas
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on
(5:52) How to automate the physical world, markets to go after
(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race
(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California
(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War
(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders
(43:46) Dell's $50B AI infrastructure bet
(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids
This podcast was recorded LIVE at Arena Hall in Austin, Texas.
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My Conversation with Michael Dell
I’ve started a new show where I have conversations with the greatest living Founders. The show is called David Senra. It will be on a separate podcast feed from Founders.
So it is very important that you follow David Senra on Spotify, Apple Podcasts, YouTube, or wherever you're listening to this so you don't miss future episodes.
Nothing is changing with Founders. I will never stop making Founders.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(4:13) Lessons from the 90’s at Dell
(8:37) Invest America Act Signed Into Law
(27:12) Government Spending and Budget Deficit
(36:05) The AI Talent War
(46:25) AI's Role in Economic Growth and Productivity
(53:42) AI Compute–Explosion in Demand
(1:03:53) Market Check
Show Notes:
Invest America
Next Gen Personal Finance
Play Nice But Win: A CEO's Journey from Founder to Leader
Milken Institute: The Economic Impact of Invest America Accounts
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
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Bill Gurley @bgurley
BG2 Pod @bg2pod
Michael Dell @MichaelDell
Cloud Wars, Company Wars, and Innovating Through Change
In this episode from October 2021, Michael Dell, founder and CEO of Dell Technologies and one of the longest serving founder-CEOs in the technology industry, joins a16z general partner Martin Casado, a16z co-founder Marc Andreessen, and host Sonal Choksi on the occasion of Michael’s book, Play Nice to Win: A CEO’s Journey from Founder to Leader.
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? Michael, Marc, Martin and Sonal debate these questions, as well as the impact of the cloud wars, how innovation happens when a company is private and when its public (something Michael knows well, having taken Dell public to private to back to public again), whether you can actually play nice to win as a leader, and more.
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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.
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Michael Dell: Break it ’til you make it
The first stage of building up a business is to break things down. Michael Dell started a computer company in his dorm room by cracking open some early IBM PCs and figuring out what he could do better, faster, and cheaper. Then he did the same thing to the entire model of computer sales. Learn from Dell how to revolutionize an industry — using deconstruction to gain insight your competitors lack, and then building something bigger and better.
Read a transcript of this episode: https://mastersofscale.com
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Cloud Wars and Company Wars: Play Nice But Win
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.
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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.
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Google’s game-changing ad policy + Michael Dell on “Play Nice But Win,” stories from building a computing giant | E1293
First, Jason brings on investor, former ad tech exec, and frequent guest Zach Coelius to discuss the strategic implications of Google's new ad attribution policy (01:43). Then Michael Dell joins for for a full interview (21:54) sharing stories from the early days of building Dell, scrappy supply-chain arbitrage, global expansion, negotiations with Steve Jobs and Bill Gates, the $67B EMC VMware acquisition (57:40) and more!
#534: Michael Dell, Founder of Dell — Early Failures, Battling Carl Icahn, Learning from the Competition, and How to Play Nice But Win
Michael Dell, Founder of Dell — Early Failures, Battling Carl Icahn, Learning from the Competition, and How to Play Nice But Win | Brought to you by Wealthfront automated investing, Helix Sleep premium mattresses, and Tonal smart home gym. More on all three below.
Michael Dell (@MichaelDell) is chairman and chief executive officer of Dell Technologies, an innovator and technology leader providing the essential infrastructure for organizations to build their digital future, transform IT, and protect their most important information. He is the author of Play Nice But Win: A CEO’s Journey from Founder to Leader.
Michael is an honorary member of the Foundation Board of the World Economic Forum and is an executive committee member of the International Business Council. In 1999, he and his wife, Susan Dell, established the Michael & Susan Dell Foundation.
Please enjoy!
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Dell Computers: Michael Dell (2018)
Before it became fashionable to start a tech company in your dorm room, Michael Dell did exactly that. In 1983, he began selling upgrade kits for PC's out of his dorm at UT Austin. A few months later he dropped out of school to focus full time on the PC business. At age of 27, he became the youngest CEO to head a Fortune 500 company. Today, Dell has sold roughly 700 million computers. PLUS in our post-script "How You Built That," we check back with Vanessa and Casey White, who turned their grandfather's pierogi recipe into Jaju Pierogi, hand-made Polish dumplings that are sold across the Northeast.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dell Computers: Michael Dell
Before it became fashionable to start a tech company in your dorm room, Michael Dell did exactly that. In 1983, he began selling upgrade kits for PC's out of his dorm at UT Austin. A few months later he gave up his plan of being Pre-Med, and dropped out of school to focus on the PC business. At age of 27, he became the youngest CEO to head a Fortune 500 company. Today, Dell has sold more than 650 million computers. PLUS for our postscript "How You Built That," how Hannah England turned a common parenting problem into Wash. It. Later. — a water-tight bag for soaking soiled baby clothes before they stain.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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