Seagate Technology
Seagate Technology is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated.www.seagate.com
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Search complete. 128 mentions across 82 episodes found for "Seagate Technology".
Sep 15, 2026
Tyler KiwalaHOST
We're gonna get into some fun stuff today.
Tyler KiwalaHOST
Project Seagate, a lot of dolphin information in Hawaii, Stargate, Diego Garcia.
Tyler KiwalaHOST
Uh, you know, we're gonna be playing a lot of videos today too with some whistleblower testimonies.
Tyler KiwalaHOST
It's gonna be a little bit of a different format today, but it's gonna be a lot of fun, some great information.
Tyler KiwalaHOST
So, uh, we're gonna try and fly through this stuff tonight so Aaron can get some sleep, and I still have some packing to do.
Tyler KiwalaHOST
But we wanted to go live one last time and kinda get ourselves and everybody here in the audience into that Hawaii mindset and that vibe.
Tyler KiwalaHOST
So we're gonna start the slideshow, and I'm gonna talk about the Hawaii Stargates first, and which is some interesting stuff, and then we're gonna segue into some whistleblower testimony from a man named Aaron McMullen, uh, an old Project Camelot interview about Project Seagate, which is a human-dolphin hybrid program, which is very fascinating.
Tyler KiwalaHOST
And what we're gonna do is play through some of that testimony, some of that video testimony, and maybe pause along the way and talk about it.
David WagnerGUEST
I would not want to be underweight those names whatsoever, specifically on the memory dram and NAND side of the equation.
David WagnerGUEST
I wouldn't want to be underweight Micron or Seagate or Western Digital or really any of those names.
David WagnerGUEST
But on the hyperscaler side, I actually think, you know, it's really hard to get bearish on the market, Caroline, when Nvidia, the largest stock in the world, is starting to get close to new all-time highs.
David WagnerGUEST
I mean, while the valuation on those memory names does feel, you know, a little egregious or high, the valuation on these hyperscalers, I think, is egregiously low.
Tyler KiwalaHOST
We're gonna get into some fun stuff today.
Tyler KiwalaHOST
Project Seagate, a lot of dolphin information in Hawaii, Stargate, Diego Garcia.
Tyler KiwalaHOST
Uh, you know, we're gonna be playing a lot of videos today, too, with some whistleblower testimonies.
Tyler KiwalaHOST
It's gonna be a little bit of a different format today, but it's gonna be a lot of fun, some great information.
Tyler KiwalaHOST
So, uh, we're gonna try and fly through this stuff tonight so Aaron can get some sleep, and I still have some packing to do.
Tyler KiwalaHOST
But we wanted to go live one last time and kinda get ourselves and everybody here in the audience into that Hawaii mindset and that vibe.
Tyler KiwalaHOST
So we're gonna start the slideshow, and I wanna talk about the Hawaii Stargates first, and which is some interesting stuff, and then we're gonna segue into some whistleblower testimony from a man named Aaron McMullen, uh, an old Project Camelot interview about Project Seagate, which is a human-dolphin hybrid program, which is very fascinating.
Tyler KiwalaHOST
And what we're gonna do is play through some of that testimony, some of that video testimony, and maybe pause along the way and talk about it.
Ned BellavanceHOST
Hmm.
Chris HaynerHOST
They arbitrarily picked Seagate as their baseline.
Chris HaynerHOST
HGST, which is a line that used to be owned by Hitachi but are now owned by Western Digital, came in on top of the pile, lasting roughly two ti- 2.5 times longer than Seagate when comparing like models.
Chris HaynerHOST
So a four gig consumer versus a four gig consumer, et cetera.
Ned BellavanceHOST
Mm-hmm.
Chris HaynerHOST
Western Digital was also way better than Seagate, but not as good as HGST, and then there's Toshiba Who was also there.
Ned BellavanceHOST
Oh.
Chris HaynerHOST
Toshiba failed at a rate higher than all of the others.
speaker_1HOST
Yeah.
Somesh DashGUEST
Like Seagate, Lab Research, West Digital.
speaker_1HOST
Yeah.
Somesh DashGUEST
Like, these companies have taken off.
Somesh DashGUEST
And when I looked at them, uh, Mar- Seagate, we have a conference room at IVP if you come visit us in Menlo Park called the Seagate room.
Somesh DashGUEST
It was in ni- our first fund, IVP1, Seagate was our first investment and ended up being one of our greatest franchise diviners.
Somesh DashGUEST
And our founder, Reid Dennis, was on the board for almost 20 years.
Somesh DashGUEST
And so in our conference room there is one of the original hard disk drives that they built, and it was given to him as a gift, and we still feature it in the Seagate conference room.
Tyler KiwalaHOST
We're gonna get into some fun stuff today.
Tyler KiwalaHOST
Project Seagate, a lot of dolphin information in Hawaii, Stargate, Diego Garcia.
Tyler KiwalaHOST
Uh, you know, we're gonna be playing a lot of videos today too, with some whistleblower testimonies.
Tyler KiwalaHOST
It's gonna be a little bit of a different format today, but it's gonna be a lot of fun, some great information.
Tyler KiwalaHOST
So, uh, we're gonna try and fly through this stuff tonight so Aaron can get some sleep, and I still have some packing to do.
Tyler KiwalaHOST
But we wanted to go live one last time and kinda get ourselves and everybody here in the audience into that Hawaii mindset and that vibe.
Tyler KiwalaHOST
So we're gonna start the slideshow, and I wanna talk about the Hawaii Stargates first, and, which is some interesting stuff, and then we're gonna segue into some whistleblower testimony from a man named Aaron McMullen, uh, an old Project Camelot interview about Project Seagate, which is a human-dolphin hybrid program, which is very fascinating.
Tyler KiwalaHOST
And what we're gonna do is play through some of that testimony, some of that video testimony, and maybe pause along the way and talk about it.
Steve D.HOST
Micron, 260.
Steve D.HOST
Seagate, 226.48. And then favorite of the show, Intel, 188% up.
Steve D.HOST
And I wonder what ties the vast majority of them together.
Steve D.HOST
Underneath it is Western Digital, then Marvel, then Lumentum.
DaveHOST
Amstrad's PC range was incredibly popular, and despite all the corners cut, it was a great buy for the most part, until the PC 2386 and Sugar went a step too far.
DaveHOST
Following the footsteps of Sinclair repurposing faulty parts, and in Sinclair's case it was intentionally buying faulty memory, but only using the working parts to save money, Amstrad bought faulty Seagate hard disks.
DaveHOST
And when they found out they were faulty, because they didn't intentionally buy faulty ones, when they found out they were faulty, the recall took longer than it should while Seagate and Amstrad argued over the cause, costing them a fortune in eventual recalls, but more importantly, torpedoing their reputation as a business.
DaveHOST
Amstrad should have bitten the bullet right away and did everything they could to reassure business that Amstrad were serious.
DaveHOST
Instead, they ended up damaging their brand.
Herman PoppleberryHOST
the case where the negotiation broke down.
Herman PoppleberryHOST
LTO was developed by a consortium of HP, IBM, and Seagate, later joined by Quantum.
Herman PoppleberryHOST
The central commitment was backward compatibility.
Herman PoppleberryHOST
A new generation of tape drive would read tapes from two generations back and write to one generation back.
Mike KhouwGUEST
And the next three down the list are probably not that surprising either.
Mike KhouwGUEST
We're looking at, in order, Western Digital, Seagate Technology, and SanDisk.
Mike KhouwGUEST
Below that though, we are looking at, you know, a little bit of the small and mid cap names as well.
Mike KhouwGUEST
So we've got Everpure in here, we've got Penguin Solutions, we've got Silicon Motion Technology.
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