Travis Kalanick & Michael Dell Live from Austin, Texas
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 17 March 2026
⏱️ 76 minutes
🧾️ Download transcript
Summary
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on
(5:52) How to automate the physical world, markets to go after
(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race
(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California
(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War
(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders
(43:46) Dell's $50B AI infrastructure bet
(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids
This podcast was recorded LIVE at Arena Hall in Austin, Texas.
Thanks to our partners for making this event possible!:
EY:
Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.
Discover what executives are saying about AI transformation in the latest AI Pulse Survey.
https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey
Forge Global:
We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.
Learn more here: https://forgeglobal.com/who-we-serve/private-companies/
De'Longhi
Athena
Polymarket
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I don't know if some of you knew I was an angel investor in some companies. |
| 0:04.0 | On the count of three, what's my favorite angel investment of all time? |
| 0:08.0 | One, two, three? |
| 0:10.0 | Thank you. Give it up, Travis Kalinick. |
| 0:17.0 | Appreciate you. All right. Wow. appreciate you all right wow um on a big news day Travis is here on a very big newsday |
| 0:29.2 | you've spent uh wow I guess like seven years just in the lab building last year every year |
| 0:37.4 | I ask you, |
| 0:37.8 | hey, you want to come to the one in summit? You want to say, nah, it's like, I'm gonna just chill, I'm building. Next year, hey, you know, just toys available to you. I'm like, no, you don't understand I'm stealth. I'm stealth, nobody knows where I am, nobody knows what I'm doing, the employees are not allowed to put the name of the company on their LinkedIn. |
| 0:54.7 | Thousands of employees |
| 0:55.9 | that weren't allowed |
| 0:57.5 | to put the name of the company on their LinkedIn. Thousands of employees that weren't allowed to put the company name on LinkedIn. I mean, incredible. And I'm like, okay. Their parents thought they worked for the CIA. Yeah. And then he's like, and by the way, J. Cal, you can invest. You can't announce it. And you have to sign an idiot. You can't mention you're an investor. |
| 1:10.8 | It's like, okay, no problem. |
| 1:12.0 | I'm just happy to be on the cap table. Is he kind of like secret saying what he wasn't supposed to say right there? No, now he's all the board. That just happened. Well, you can- Oh, you're out now. Let's go. You're out. It's out. stealth today. |
| 1:27.5 | It's so funny. |
| 1:28.5 | It's so great. |
| 1:29.5 | You came out of stealth? |
| 1:30.3 | Well, you talked a little bit. |
| 1:31.5 | You came out of stealth today. It's so funny. It's so great. You came out of stealth? Well, you talked a little bit. You came to |
| 1:31.8 | All In Summit last year. Is that true? Is that fair? You say you're coming out of stealth today? Is that right? Well, look, let's just start with what that meant for our employees. Because again, imagine if you're at a multi-thousand-person company and every single employee has stealth |
| 1:47.2 | on their LinkedIn, including salespeople, okay, including recruiters, like it was, they were, |
| 1:57.8 | they were living life on hard mode. |
| 2:00.2 | It's kind of fun too right i mean i mean yeah |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.