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The a16z Show

Cloud Wars and Company Wars: Play Nice But Win

The a16z Show

a16z

Culture, Business, Science, Disruption, Technology, Software Eating The World, Entrepreneurship, Innovation

4.21.2K Ratings

🗓️ 2 October 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

with @michaeldell @martin_casado @pmarca @smc90 It's rare to see a company go public then private then back to public again, as Dell Technologies did -- and which also pulled off one of the most epic mergers of all time with Dell + EMC + VMWare. How does one not just start, but keep -- and transform -- a company and business, especially as it adapts to broader, underlying tech platform shifts like demise of PC, end of cloud, cloud wars, and much more? This is really a story about innovation: who decides, who judges, who does it, and where.

Transcript

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0:00.0

Hi everyone welcome to the A6 and Z podcast I'm Sonol and today we have yet another of our special book launch

0:06.8

episodes on the upcoming new book titled Play Nice to Win a CEO's Journey from

0:12.2

founder to Leader the book is by Michael Dell,

0:14.4

founder and CEO of one of the world's largest tech companies, Dell Technologies,

0:18.0

and while his book interweaves the journey of starting, transforming, and

0:21.7

keeping one's company, we focus primarily on the how to keep

0:26.0

and how to transform in this episode. We also discuss the challenges of being public while trying

0:30.9

to innovate beyond the behind the

0:32.7

scene stories with activists investors and we debate the underlying

0:36.7

tech platform shifts from the death of the PC to the current Cloud Wars.

0:42.1

So also joining this episode are A6 and Z general

0:45.0

partner Martine Kasato who is co-founder of Nysera which was acquired by

0:49.1

VMware. Martine's also written a ton about the trillion dollar paradox of cloud which you can find

0:54.7

at a six and z.com slash cost of cloud and we have a six and z co-founder Mark

0:59.6

Andresen who joins as well and plays Devil's Advocate throughout.

1:03.4

We begin with the Cloud Wars, then the Company Wars,

1:06.5

and finally end on leadership.

1:08.7

For context, Dell's company famously went public,

1:11.5

then private, then public again.

1:13.0

And we also referenced the write-up that we did here years ago called Making Sense of Dell

1:18.1

plus EMC plus VMware in 2015. There were many analyses of that deal at the time through the tech lens and there were many

1:24.4

analyses of the complicated financing of the transaction, but we were one of the very few who dug into

...

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