Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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Is the are the productivity gains from this going to be as big or bigger than what we saw from personal computers in the Internet? Oh,
it's it's far bigger. It's far it's far bigger. Yeah. I I I feel 98% confident.
Hey, guys. Great to see you both. Bill, maybe, I don't know, you're up in Tahoe or something, and we're thrilled to have one of our great friends, Michael Delon, to chop it up with us. Happy fourth of July, you guys. Most of you know Michael. He's built, obviously, one of the most iconic technology companies starting in his dorm room, I don't know, what, forty years ago, Michael? I think you just had your fortieth anniversary. Forty
one years ago. Forty
one years ago. And now a major player in AI. You know, you you you spun off VMware, of course, and now you're a major owner of Broadcom, and Dell remains a $100,000,000,000 business. I think you own, you know, like like Larry Ellison, you own a lot of the business, maybe half of the business. And it's one of the largest builders of AI servers on the planet. And, obviously, in addition to that, you and your incredible wife, Susan, have an amazing foundation. You do you do great work in Texas and around the country. I saw that you just contributed to, the disaster relief. What a tragedy in Texas
I would recommend they listen to it because Michael took what I understand to be a very painful process for an author to read their entire book, but it's Michael's voice and the inflection and the, like, you get nuances I don't think you would get just with the writing.
Well, thank you for saying that, Bill, and and, appreciate the kind introduction, guys. Look. I mean, I think if you're gonna take the time to write a book, which is a major endeavor if you really do it yourself and do it right. I did have somebody helping me, by the way, so I'm not gonna take full credit for it. I think you should take the additional time to record the audiobook because you can, display emotion, intonation, and really tell the story in your own voice. And and it's it's a powerful, way to convey, thoughts and emotions at the same time. And, I love audiobooks. I love I love goi
Totally. Well, in in the spirit of storytelling, Michael, do you remember when you first met Gurley? Yeah.
I do remember when I first met Gurley. This was this was in the in the nineties, and Bill had written this research report that was super thick. And I'm reading this report, I'm like, how the bleep bleep bleep does this guy know more about our business than we do? It's like, what? We must be totally screwing up here. And and, he had uncovered a whole bunch of analysis and thoughts about our business, and we were so busy, kinda distracted by growth that we had missed a few things. And Bill shined a massive light on that, and it was super helpful. So I I I, became a fan instantly of his work and
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