00:00 Let's start
03:01 Arm-based processors in the cloud: where's it going? Does it impact Arm server adoption? Will there be Arm-based general purpose servers?
14:15 Forget about Arm, what about AMD? Will they hit 15% server share in 2021?
18:15 Intel has had a monopoly in the nascent 3D XPOINT (Intel Optane) business, despite co-inventing the technology with Micron. Does that change in 2021?
20:50 Nutanix gained new private equity backing in 2020, changing CEOs, and positioning itself for.... something... in 2021. One of our hosts think its an HPE acquistion.
25:31 How impactful will the various OEM's as-a-service offerings be in 2021? Let the boys tell you.
30:20 A contrary prediction about the future of Nvidia's quest to absorb Arm
35:37 In-person conferences will come roaring back. Or not.

That's it! Tune in wherever you find podcasts.

The first day of Dell Tech World usually lays out the major themes that we should expect to hear through the four days of the conference, before the more product-focused announcements kick in on Tuesday. This year it's all about Dell Technologies being a global leader, and taking that leadership seriously. There were panels on diversity, and consistent messages about providing the technology that makes the world a better place.

That's not to say there wasn't news: Microsoft CEO stood on a stage with Pat Gelsinger and sang the praises of VMWare and Azure working better together as he described a new Microsoft offering (who would have ever imagined that one?). VMWare takes their dominance very seriously, and is making moves to protect that. Dell EMC has embraced VMWare, and is telling a "better together" story that we're not sure we've heard before.

And that Michael Dell -- he was everywhere. He continues to be one of the most accessible (and least scripted) technology CEOs in the industry.

Spend 15 minutes with Matt Kimball and Steve McDowell, hear all about it.