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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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