Dell

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Dell went private after years of being publicly traded. The company is shipping more than ever, and had 27% growth last quarter in pc revenue. How do you look at amazon web services as a competitor? We see it as kind of co opetition. Customers want not the public cloud or the private cloud, ou know, they want both.

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!