Michael Dell

What Michael Dell said

1. All-In · Mar 17, 2026

   Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

   3 moments · 14 min

   4:59
   1. 44:16

      AI returns require redesigning company processes ProPro pick

      “So when you have any company, its processes and tools and technology are a function of what was available at the time it created those things.”

   2. 1:03:55

      Michael Dell committed $6.25 billion to children’s accounts

      “I heard about this idea in 2021 from Brad. And I thought, you know, that's just a great idea. That's an awesome idea.”

   3. 52:28

      Inference is moving closer to data as cloud costs rise

      “everybody loves the public cloud, right? Until they get the bill, right? When they get the bill, they're like, wait, this is supposed to save us money.”

2. Founders · Oct 12, 2025

   Michael Dell, Dell Technologies | David Senra

   8 moments · 32 min

   3:44
   1. 1:01:54

      A five-day supply chain created a cash and cost advantage ProPro pick

      “And we figured out how to have like five days. I mean, it was crazy. It was like a massive advantage.”

   2. 29:52

      Companies must remake their processes for AI ProPro pick

      “We need to totally reset how we're thinking about the business and reimagine it, reframe it, and understand what the processes are going to look like in five years.”

   3. 24:54

      Keep mistakes small and fix them quickly

      “Try to make them in small increments, fix your mistakes as fast as you find them, and you actually want to make mistakes.”

   4. 5:48

      Dell found IBM's markup by pricing every component

      “And you could literally map out the cost of every chip inside the thing.”

   5. 57:51

      Dell used receivables to finance growth before it had capital

      “And so, he helped us, you know, get some credit lines and, you know, that, you know, freed up capital”

   6. 42:26

      Dell's support tool turns customer data into agent guidance

      “And so we created This tool called Next Best Action, which takes all this data and understands what problem the customer is trying to solve”

   7. 1:19:23

      Dell turned its direct catalog into an early online storefront

      “you mean we can create a website and people can go on there and like the catalog is there and they can like press a button to order the thing?”

   8. 33:40

      Technology waves now reach scale faster than the internet did

      E-commerce took roughly a decade to follow the web, while newer tools can spread five to ten times faster. Dell keeps unconventional ideas in play because dismissing them can mean missing a shift.

3. BG2 · Jul 10, 2025

   Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

   8 moments · 33 min

   4:22
   1. 4:09

      Dell’s six-day inventory created a lasting cash advantage ProPro pick

      “six days of inventory, think about that, it's a structural competitive advantage because you have fresher inventory, you have fresher costs”

   2. 46:13

      AI productivity could justify trillions in annual investment

      “if we believe that a 10% improvement is possible in productivity, if you just keep it simple, you say 10% improvement.”

   3. 57:13

      AI compute demand grows as models use more tokens ProPro pick

      “as we go from basic queries to test time compute to deep reasoning to agents and multi-agent systems, the number of tokens just explodes.”

   4. 53:39

      Dell's AI server orders exceeded its prior-year shipments

      “So we took orders in the first quarter for over $12 billion. And last year, we shipped about $10 billion.”

   5. 27:37

      Dell distinguishes national debt from a spending problem

      “But net it all out. The government shouldn't be spending what it's spending relative to what it takes in.”

   6. 1:12:17

      Export rules can leave foreign-made substitutes unrestricted

      “So anybody can buy it. It's also $399, right?”

   Also from this interview

   1. 36:55

      Private capital gives AI labs room to spend on talent

      “private companies have an odd advantage against public companies in that their investors are more willing to let them lose a lot of money”

   2. 18:59

      Invest America accounts allow tax-free employer contributions

      “Companies can give twenty five hundred dollars a year per recipient tax free.”