Cloud Wars and Company Wars

I enjoyed it. It basically a conversation about the experience of Dell taking his company private and then public again and the underlying thesis for doing so (is the future public cloud? Edge?). Flowed well and felt like being a fly on the wall with them having coffee and talking about the industry

Very humbly, I don't think she's as smart or knowledgeable as most people think she is. I had two group conversations with her, and in both cases I just failed to understand her arguments. She was also wrong on both cases, in retrospect.

An example? vCloud Air can be credible only when it will have a global presence. vCloud Air then proceeds to build/buy locations in Japan, Germany and Australia. One year later, vCloud Air is no more. Guess the global presence didn't matter that much. The problem was the product, not the locations.

Sorry, but my opinion on analysts that never built a company or never really practiced has never been particularly high. It might just be my own personal bias.