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

Comments

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 )

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All In Podcast Episode 229 Recap and Notes May 23 2025

May 23 2025 All In Summit Bond market chaos Weak bond demand 10 year yields spiked Govt sells bonds to fund its activities Crazy debt projections 😟 Market does not want to buy debt from government Big beautiful bill is the anti-DOGE Worst case for financial situation Bill passed 215-214, 1 person slept on the floor and didn’t vote Gold and BTC spiked US downgraded Bill favors traditional republicans and traditional democrats Energy prices will spike, AI energy generation will be harder Fed might increase interest rates Republicans abandoned DOGE Tax cuts are good at least Better border security What is happening in Japan currency/bond markets might lead to $1T sale of US treasuries This could devalue the dollar This bill will hurt the US economy US politicians don’t want austerity President doesn’t have enough power over spending People vote for Republicans to cut taxes and cut spending - they did 1 out of 2 this tim...

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