Travis Kalanick & Michael Dell Live from Austin, Texas
- Mar 16, 2026
- 1:15:56
- Full Episode
(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
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Brief Summary
Travis Kalanick discusses his stealth startup, innovations in food and mining, and the future of AI in various industries.
Key points
- The Future of Food Infrastructure. Kalanick explains his vision for transforming food delivery and kitchen operations.
- California's Changing Landscape. A discussion on the exodus from California and the changing dynamics in the tech industry.
- Building the Future. A discussion on the vibrant community and opportunities in a new location.
- Capital as a Weapon. Exploring the strategic use of capital in business competition.
- China's Manufacturing Power. A reflection on China's rapid advancements in manufacturing and technology.
- Texas: A Business Haven. Texas has a low tax, pro-growth environment that attracts businesses and talent.
Episode highlights
- The Future of Food InfrastructureKalanick explains his vision for transforming food delivery and kitchen operations.“Can you get a meal prepared and delivered so efficiently?”4:42Mar 16, 2026
- California's Changing LandscapeA discussion on the exodus from California and the changing dynamics in the tech industry.“It’s getting weird out there.”17:31Mar 16, 2026
- Building the FutureA discussion on the vibrant community and opportunities in a new location.“The people here are dope. The food is dope.”19:59Mar 16, 2026
- Capital as a WeaponExploring the strategic use of capital in business competition.“Capital as a strategic weapon for its own sake is not a thing.”29:44Mar 16, 2026
- China's Manufacturing PowerA reflection on China's rapid advancements in manufacturing and technology.“These guys are killing it. The best idea is winning.”33:55Mar 16, 2026
- Texas: A Business HavenTexas has a low tax, pro-growth environment that attracts businesses and talent.“Texas just kind of looks like a better version of the US economy.”37:43Mar 16, 2026
- AI Data Center BoomTexas is experiencing a massive buildout of AI infrastructure and data centers.“The demand for that kind of intelligence is enormous.”42:22Mar 16, 2026
- Cultural Shifts in Technology AdoptionThe real barrier to adopting new technology is often cultural, not technical.“The barrier to technology adoption is culture and leadership.”48:46Mar 16, 2026
