All In Interview - Travis Kalanick and Michael Dell - Recap and Notes - March 16 2026

March 16 2026

Travis Kalanick
- Bits = CPU, Storage, Network
- Atoms = Manufacturing, Real Estate, Transportation/Logistics
- Moved to Austin
- Very hard to solve CA issues
  - Truth and Justice are the immune system for society - when those are derailed, everything gets worse
- China is amazing and living in the future
Michael Dell
- Started Dell 42 years ago with a $1000 in Austin
- Texas Economy growth vs rest of USA without Texas has better growth story
- Austin is just about top 10 US states
- 1 out of 10 children born in USA born in Texas
- More companies in Texas than NYSE
- AI companies are growing faster than earlier set of companies
- Doesn’t think AI means fewer jobs - it means we will do more things
- Invest America
  - Agreed with Brad in 2021 that it was a great idea
  - Previous administration didn’t take it anywhere inspite of discussions
  - Trump seeks out ideas from business leaders
  - Aiming to get $5T into the hands of Americans without 0
  - If instead this went to the government, it would be eaten up

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What's your favourite Iron Maiden song?

Part of the NWOBHM ( ignoramuses can go ahead and google that :P ), Iron Maiden have rocked for a long time, with many brilliant compositions (yes compositions, as intricately crafted as any symphony you philistines - the cadence of mcbrain's drums, the richness of dickinson's voice, steve harris's incomparable lyrics and I will stop before waxing lyrical about the guitars of Dave Murray, Adrian Smith and Janick Gers....man!). So what is your favourite Iron Maiden song? I ask because frankly I don't think I have one, and I doubt if its possible for me to single any one out. (get it -- "single"? I use it while referring to songs? mmmpff :D, k, never mind) (wrt the inaugural blog post which was in keeping with the spirit of this webpage, I thought I might as well clear the air regarding the only thing meaningful in the whole piece - the title )

All In Podcast Episode 223 Recap and Notes April 11 2025

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