▶ 118:00 · $DELL · Gerstner: Dell AI server revenue up 750% YoY from $1B to $16B

episode briefing

John Gruber, Kyle Kuzma, Brad Gerstner

2026-05-29 · 15 company · 10 thematic

sentiment

14 bull1 bear0 neu

speakers

Founder and CEO of Altimeter Capital, a technology investment firm, and host of the BG2 podcast. Known for concentrated growth bets and widely-read public memos on big tech.

ron

Former DeepMind researcher and Windsurf (acquired by Google DeepMind) founder; left $2B acquisition proceeds to start Trajectory; building continual learning platform for AI agents with $15M from Conviction.

zayn mountcastle

CEO of Pico Grid, defense technology company building integration layer for autonomous military systems; raised $45M Series A from Bessemer; 7x production scaling; contracts with Pentagon and NATO.

jamie

CEO of Pace, AI operations platform for insurance industry; raised $46M Series B from Driving Capital/Emergence/Proven; 100% pilot-to-production rate; customers include Credential, WW, Convex, Palomar.

quote

“You saw Dell's, I mean, listen, Michael Dell, one of my best buds, and you watched the the act, you know, that he's delivering with Dell. They just had AI server revenues up 750% year-over-year. Went from a $1 billion business to a $16 bil…”

—brad gerstner

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