0:05
all right thank you
very much
0:06
um and welcome
Michael I guess it's a no what kinda animal appears every six
0:11
but every six years
you come to brainstorm green so we're very
0:15
delighted to have
thanks for having me back yeah nice to see you
0:18
um lotta stuff we
want to talk about um
0:21
lot of things going
on adults very exciting time you guys are private again
0:25
it's your baby again
0:26
on and want to get
to that but I wanna sir to start off by asking you about the
0:32
IT business
generally
0:34
in terms of
sustainability particularly the end of the product cycle
0:38
and how companies
and consumers are doing in terms are
0:42
recycling begins to
use that word on computers
0:47
desktops notebooks
laptops and all that where we stand
0:50
I think in terms of
the
0:54
come to the
recycling in a minute but I think in terms that the
0:57
awareness and
understanding of the companies themselves
1:01
terms at the input
materials the
1:04
energy sensitive the
and thinking about
1:09
life cycle issues I
think it's vastly improved verses
1:13
ten or twenty years
ago he terms a recycling
1:18
you know we've
offered free recycling
1:21
he now for quite
some time in in 76 countries
1:25
night I we've rented
out stadiums
1:29
right now all over
to be able to
1:33
recycle not sharp
rocks but actually any will take anybody's
1:36
you any product mmm
we've got an alliance with Goodwill Industries
1:41
right where you can
take any electronics to Goodwill Industries no
1:44
recycle for free so
the
1:47
I'd say the
corporations
1:52
our customers
institutions had been
1:56
pretty good at
thinking about in the life issues
2:02
that in the
consideration when they
2:05
when a by by new
things terms in the consumer standpoint
2:10
I say not not as
good there certainly are consumers that are
2:15
aware and very
passionate but
2:18
too many consumers
just from in the closet throughway don't think about it
2:26
you with a lot
surely we can do more
2:29
I think awareness is
still not an issue
2:33
and a me but its its
2:36
it's never been more
free rated
2:39
there or more easy
to recycle electronics and
2:43
and certainly you
know we can making the
2:46
even easier but has
been a lot of progress has been
2:50
was interesting that
you know here again it may be a
2:53
true that companies
are headed consumers when talking about that throughout
2:57
on brainstorm green
and he was just we're just talking to natalie allen who
3:02
landfills in LA you
know you can still see
3:05
computer hardware in
there because people are just throwing these things
3:08
and trash can still
which is
3:10
which is really kind
amazing um so let's talk about the new
3:15
private del um how
do you like it
3:18
I love be private it
is
3:21
it is great the it's
a lot easier
3:24
there's a lot more
fun and really allows us to be
3:28
bald and think about
our business in a longer-term context in
3:32
you know I think in
this country there is
3:35
if a problem with
too much short-term thinking
3:40
the we see in the
education system the political system in the financial system
3:45
and be able to think
about our business over a longer timeframe
3:51
allows us to make
investments
3:54
and continue the
evolution that we've been on in terms
3:58
building out India
and solutions and we're doing great where business is
4:03
cash flows strong
works be anywhere adding
4:06
new customers and
it's just a whole lotta fun being private
4:11
I mean can you
actually say invest more in sustainability projects
4:15
it's kinda gimme
question or maybe it isn't
4:18
as a private company
as opposed to a public company
4:23
what is that not I'd
say the the soca said we have on sustainability has been
4:29
sustain current it
it's been something that we
4:33
have had for quite
some time now in October last year
4:38
we laid out what we
call our legacy good
4:41
the vision for 2020
we have 21 ambitious
4:45
targets that we've
set for ourselves around
4:49
you know reducing
energy consumption by 80 percent moving to
4:52
100 percent
sustainable materials
4:55
volunteering five
million hours a bar people's time
5:00
in the communities
that they live in
5:07
those kinds of
things have been things that we've been doing it for some time
5:11
adult you know in
the early nineties
5:15
you know we made the
shift to
5:18
recyclable materials
before there is any legislation
5:22
before there is any
you know activism before anybody even asked
5:26
and we also
challenged our team you know you
5:30
our companies based
in Austin Texas right so people pretty
5:33
passionate about
these kinds of things and when when we say hey
5:37
that's come up with
a product that is lighter
5:41
more environmentally
friendly mmm
5:45
cost less looks
better
5:49
our teams get
excited about that and so we've been able to do that and we
have a
5:54
love you know so
love this double bottom line or triple bottom line
5:59
actually working
force just to play devil's advocate so you won't miss
6:03
shareholder
activists who come at you and say the company needs to be
6:08
you know 38 percent
green by
6:11
you know 2015 you
don't feel that you need that kinda
6:14
pushing product well
they can still come they just will be sure or actress
6:19
worldly they have
they're not getting your building
6:23
you mean customers
could do it yeah i cud anyone can write your letter
6:26
you know activist
can still come to life there's no cure or act right
6:29
who have much
leverage they're not shareholders
6:33
fair enough art so
you guys have
6:36
obviously had great
market share desktops laptops but
6:41
Michaels or since
server storage okay networking
6:45
services i want to
ask about mobile house mobile going in and you know that
6:49
that's where all the
action is our were a lot of the action is not where all the
6:53
certainly servers
huge market but on
6:57
where do you stand
in through the New World Computing
7:01
you know we were
really see the four predominant themes
7:05
when we talk to our
customers in terms of the
7:09
priorities that they
have we think about them as
7:12
transform inform
connecting protected
7:15
mobility certainly
works into this in a big way
7:19
the transform is all
about how do I move my
7:23
it. from the old way
of doing it to the new way of doing it so maybe I wanna go
7:28
to the cloud or want
to get off the main frame or wanna go to software-defined
7:33
I want to go to
converge infrastructure
7:37
and thats there's
always a constant shifting
7:40
all to noon our
industry in you have a lot of capabilities there
7:44
the Nexus is in form
which is Hawai
7:48
make you serve all
the data there's
7:51
all this discussion
about Big Data the Internet everything
7:56
we've been helping
customers store and protect data for a long time but
8:00
how many people
actually use the data to make better decisions
8:03
that's thats big
your investment for us
8:07
and and as you as
you go to you know the Internet have
8:11
everything the
number of devices
8:14
goes from you know
time single-digit billions to tens
8:18
billion you know
maybe $200 billion that
8:22
now only creates a
lot more data
8:26
but it also creates
potential security vulnerabilities
8:29
and the need to
interconnect all these things together
8:33
and have them work
in some manner that that makes sense so that's
8:37
you create some new
real IT challenges then you have
8:40
connect which is all
about how do I access my information from the vice
8:45
could be a
smartphone could be some the small sensors that are out there
8:50
there are about a
million PCs sold every day tissue
8:54
wondering about that
still gonna yes still still going on and and in fact
9:00
quite a bit more
this year that we are the did last year
9:04
so situation you
give can you put numbers on that are now that you're
9:07
probably not going
to do that anymore
9:09
I am well we're
growing several times faster than the industry
9:14
it's a it's a
positive double digit number
9:18
now but is this a
number that you will disclose when you republic before but
9:25
like in disclosing I
want you know but
9:32
didn't we knew me
well okay so so let's let's
9:35
let me let me sort
of give you a sense words are
9:38
our business in this
area
9:41
has had five
quarters of accelerating growth
9:45
mmm and on this last
quarter
9:50
time we gained more
share
9:53
then in any quarter
since 2006
9:56
and what what
product lines that's what we're talking about end-user
computing
10:01
which is tablets PCs
workstations
10:05
virtual computers
great way to save energy
10:08
on and and so that
whole space
10:12
is is growing quite
nice force aka
10:17
and in the overall
businesses is doing what's the biggest opportunity for
10:21
for Dell we have
many i mean i i believe this whole deed
10:27
economy is is an
enormous opportunity gets the
10:30
next trillion-dollar
opportunity for industry
10:33
in terms of how do
you actually
10:37
capture value from
all the data that's out there and turn into
10:40
things that that
drive productivity efficiency better outcomes for
10:45
students patience
organizations for so let me just
10:48
can finish that yet
sorry you know the four things on the foregoing connect
10:52
right that's all
your devices how do you connect
10:57
and use information
anywhere you want whatever device but doing so
11:01
early in the last is
protect security
11:05
we see about $80
billion security events per day
11:10
I think we were last
together talking about this is about half that number
11:14
and so you know
we're protecting
11:17
thousands of the
largest banks insurance companies
11:21
as a security van a
transaction or attempted a
11:24
that a bad thing
it's everything its transactions intellectual property
11:29
you know this was in
the news yesterday so
11:33
there's a lot going
on interactive cybersecurity
11:37
and how to
organizations protect their most valuable data
11:41
we have made you
know roughly 40 acquisitions in the last seven years
11:46
that 10 a.m. had
been in the IT security
11:49
field and up the
forty we those companies acquired about 150 company so
11:55
we've really built a
substantial capability in Indian solutions
11:59
in IT services
software security data center
12:04
and by the way which
to me please right
12:08
art let's switch
back to something maybe a little bit more courts a brainstorm
12:13
and I hear you're
doing some
12:17
some really cool
things with packaging do you want to talk about that a little
12:22
yeah we've we've
been doing quite a lot with packaging and
12:26
me you know maybe
it's a time for
12:29
paper snappy hungry
Ono alright I i think i heard about think I know what's
12:35
go ahead I tell me
you tell them got some examples here so this is a
12:40
is snappy a bento
box that
12:43
we actually ship
this as packaging materials has made a BM boo
12:48
and we started
experimenting with this some years ago and found that this was
a
12:52
very effective
environmentally friendly way to package or material so this is
12:57
bamboo but don't
don't only doesn't say I'm not a panda Michael
13:01
yeah many that looks
good when I do have somea
13:06
some chopsticks here
in some soy sauce okay we're going with this
13:10
and and weep weep
started with bamboo do we also use wheat straw
13:16
which is the party
that we police said you know you need to increase your fiber
13:21
wheat grass on a
wheat straw this is different so the
13:24
the the wheat straw
is is the part you can't really use to the farmers would
13:30
we know that's not a
great things in right now we're using that wheat straw
13:34
to create package
okay thank
13:37
so then we've been
experimenting was summer partners with mushrooms
13:46
yeah okay that
sounds more palatable
13:49
and the maybe not
not not the kind
13:53
up from not not the
psychedelic shrooms
13:56
different kind all
rooms I
13:59
and seriously
mushrooms for packaging assurance
14:02
exactly so we we
grow the mushrooms looks in
14:05
pretty tasty skin
hungry we're aka so
14:09
I am aggressive
chopsticks
14:12
I got some soy sauce
you grow mushrooms
14:15
well apart our
partners your marker correct some soy sauce here for you
14:29
all I can say is
after you did you for are
14:32
are already had some
huge issue i just grab a now this is preferably mushroom
14:37
packaging these
these are mushrooms mushroom packaging and its edible here
14:44
are watching what
don't drip God
14:47
earhart are we'll
just share
14:51
testing your yepsen
alright area I'm OK at
14:54
okay ready I'll do
it somewhat in you right
15:07
not the most tasty
thing but
15:16
group proves a point
15:20
well Baksh it does
taste like a mushroom I are very chewy one
15:25
yup yeah we go to
feel how much room so so the
15:28
you know this is
actual packaging that we ship today
15:33
bamboo packaging for
like a notebook or tablet
15:40
the mushrooms we use
as an insulation
15:43
for like a a larger
product like a dust-up for a
15:47
server and but let
me ask you to with you although some dessert you have a way
15:53
to a lonely ass
about the shrooms first because
15:55
of all the things to
arm make packaging
15:59
out of it really is
economical
16:02
to make packaging
for IT products from
16:06
mushrooms that you
contract someone to grow will see this is the thing we
16:10
we never sit around
say how can we make it more expensive
16:14
no but and not have
our customers come to say we really like your products but
16:19
you could you make
the Merc's madonna is
16:21
aka because turn up
so so we always challenge our sustainability teams
16:26
nan are supply chain
teams alright we want to
16:31
do the right thing
we also want to cost less
16:34
and those to working
together you can't with all sorts of innovations
16:39
but I mean I would
say it like a corn husks you know stuff lying around so
16:43
someone actually
said
16:43
you know I know
mushrooms well though never heard me
16:48
you know if you have
a prague it let's see if this data center server
16:51
yeah he talked about
mobility right when you get your new small
16:55
you know mobile
phone I'm you know what it has on
16:58
almost nothing right
day word is the data come from that goes on your phone
17:03
come from a server
right okay
17:07
it's a with lotta
servers being put out the word in the
17:10
in the Internet yes
about that I have so the
17:14
those are big their
heavy have to ship so yeah mushrooms can
17:18
can insulate so okay
so now let's let's a have a lil desert
17:22
okay Sakana taste
like the last one
17:25
so this this is a
the what is this a bag in actually all view
17:29
should have one of
these bags interval
17:33
not go ahead I'm
warning you all this bag
17:41
by you warmer our
partners hmm
17:44
the using a process
they call air carbon
17:48
and essentially what
they're doing is they're taking
17:54
carbon outta methane
17:57
and their using that
instead of will
18:05
plastic really you
pass it back to you
18:09
regular plastic bag
right good
18:14
great that's
interesting in this is economical to I'm
18:17
assuming because I
just heard what you said yes you're not gonna make expensive
18:21
plastic his a a cost
less right and so
18:25
now we're going to
be shipping that with our latitude notebooks
18:28
number one a
commercial notebook
18:31
in the United States
aka and a
18:35
ill fortune cookie
in there so are you alright
18:38
thank you this and
this fortune cookie is just for Fortune vitamin is not
18:43
packaging or dell
does make fortune cookies are like will open it you can
18:47
RI okay help Mom
help being held prisoner in a Dell factory
18:52
as evidence has a
him is that the line
18:56
from OCR you want me
to read this out to scold
19:01
I okay alright 100
percent waz repackaging by
19:08
2020 wanna Dell's
legacy a good
19:11
goals great alright
19:14
you had fortune and
these are edible world but those are also available
19:18
doctors like a
normal
19:21
works great I will
Corp ducks great
19:25
well so and these
are the bags that
19:28
you know when you
get up a laptop it always comes in a plastic bag
19:31
and Jack wrapped up
in and put inside the case and that's the bag
19:35
that's four right
yes great well that's super cool
19:43
also I want to talk
about um
19:46
ask you a little bit
about your new close loop recycling program
19:50
because you've got
some news to share with us about that yet we're introducing
19:55
the first product
whenever
19:58
Optiplex all-in-one
desktops using
20:02
closed-loop
recycling cook
20:05
materials since a
certified by the you will process
20:10
hmm and so the the
the plastics in this product
20:19
recycle plastics are
coming from from or products and and and so
20:24
we had our partner
which turn in one the pills earlier
20:27
working with them
and the you know it's it's a completely closed loop system
20:33
right and you know
certainly a all these things whether it's been boo
20:38
wheat straw
mushrooms
20:42
air carbon you know
the the closed-loop
20:46
you know recycling
start out as pilot projects and then
20:51
our intent is to
Skillman so how course that to what you're doing now
20:55
I mean its it did it
has it evolved from oh this is just doing good to this is a
21:00
and this can help
our cost structure I mean is a
21:05
become that I I
think you know if its
21:08
it's just part of
how we do everything and and you know
21:12
he if you think
about on the
21:15
the processes within
our company how you create a new product
21:20
what you have to do
is get into the design stage
21:23
and so you know if
if we had a product that we were producing
21:28
and somebody said
well gee how can you do this better
21:32
it's too early if
mister you many many cycles back
21:35
and so there's a lot
of effort that's gone into
21:39
how do we
dramatically reduced energy consumption so right today
21:43
you know if you buy
a computer from us it'll use
21:47
maybe three or four
dollars in energy per year
21:51
whereas on older
computer
21:54
could use five six
seven times at mmm
21:58
in um we have time
for a question or two from the audience
22:03
if you guys would
like on guys need some mushrooms are cooking user
22:07
bags to be mom I'm
happy to
22:11
trial rustle some up
on
22:15
any questions well
otherwise I can
22:22
John Michael you
last year
22:25
at brainstorm green
six years ago and during that period time
22:28
there's been a lot
of progress made by corporations on sustainability issues
22:34
I it feels a little
like we're now moving into incremental
22:38
gains rather than
quantum leaps
22:42
and I'm I'm
wondering if if you share that view or
22:45
if you see areas
where there can be quantum leaps
22:48
with respect to
sustainability in your industry going forward
22:55
I think there can
still be significant progress
22:59
me when I look at
you know
23:02
the way I T E is
affecting
23:05
so many industries
you'll get health care
23:10
units topic you
billion news lot lately in
23:14
whether you're for
or against you know
23:17
different changes
that are going on the health care system
23:20
there's been a meal
digitisation that's been going on so for example we have a
23:25
he specialize cloud
23:29
with medical images
we have seven billion
23:32
images in this cloud
90 the 10 largest healthcare
23:35
systems using this
and it's an unbelievably efficient way
23:39
to deal with medical
images well this real you know was possible
23:44
fifteen twenty years
ago any course
23:47
what you enable with
this digitisation in terms
23:51
love be able to look
across a normal amounts of data
23:56
draw outcomes
efficiency and
24:00
prevent all love the
physical moving you know how
24:04
how would you
actually deal seven billion physical records
24:07
are you getting from
one doctor to another a
24:11
said you know all
sorts of new things are enabled the just weren't possible
24:15
for and I think
anywhere you look in terms that the
24:21
the environmental
issues i think i keys gonna be part of the solution
24:25
the and and a big
part iv:
24:28
how do we do it much
more efficient I'm
24:32
our experience Adele
has been that
24:35
you know the the law
a lot of progress could be made
24:38
and tapping into the
passions an Aries
24:42
a above our own
people I has
24:45
has actually been
pretty easy a it because they're they're they're excited
24:49
about this they're
excited
24:51
by the challenge a
you know they're excited
24:55
by the goals that we
have set for ourselves
24:59
I think you know any
company can do it maybe
25:03
maybe it's a loop
easier as a private company because we can't think
25:08
in a little more
long-term
25:11
but I think they're
still norman's
25:14
gains you can be
made here alright our time is up
25:18
unfortunately
Michael on I was really fascinating
25:21
and tasty stuff
unless you have anything else the
25:24
otherwise on we're
gonna hit we're gonna have to leave it at that. so please join
25:28
me in thanking
Michael Dell
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