All-In with Chamath, Jason, Sacks & Friedberg

Travis Kalanick & Michael Dell Live from Austin, Texas

March 17, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

The Format: Live summit interview transitioning to panel discussion.
The Key Players:
- Guest: Travis Kalanick, Uber co-founder and former CEO; credible as pioneer of platform economies (Uber digitized transportation) and stealth builder of Adams (atoms-based computing infrastructure across food, mining, robotics).
- Panel: Michael Dell, Dell Technologies founder/CEO; expert in computing paradigms (PC to AI factories) with $140B revenue scale.
- Hosts include Jason Calacanis (angel investor), David Friedberg (policy critic), with Brad Gerstner (Altimeter Capital) joining briefly on philanthropy.
The Vibe: Energetic, visionary, with contrarian edge—blending tech optimism, California exodus rants, and bullish physical AI bets.

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What you'll learn

1 (00:00) **🎙️ Introduction: Travis Kalanick**
2 (03:00) **Adams: Atoms-Based Computing Vision**
3 (06:00) **Adams Expansions: Mining and Robotics**
4 (08:00) **Mining Automation Challenges and Opportunities**
5 (10:00) **Physical AI Stack and Tesla's Dominance**
6 (11:00) **Self-Driving Landscape**
7 (13:00) **Physical AI Breakthroughs Ahead**

+ Full timestamped outline available in the app

Show Notes

(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/

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