ALL INPredictions

Travis Kalanick & Michael Dell Live from Austin, Texas

Tue, 17 Mar 2026 04:11:00 +0000

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Michael Dell Right 00:46:47 techaimarkets

Dell's infrastructure business will grow approximately 100% this quarter, up from 73% growth the prior quarter.

“You look at our at our infrastructure business last quarter grew 73%. Well, that's kind of unusual for a business of this size. And you know, this quarter we guided that it would grow even faster like 100% so.” View on YouTube
Explanation

Dell's Infrastructure Solutions Group (ISG) revenue reached a record $29 billion in the following quarter (Q1 FY2027, reported May 2026), up 181% year-over-year - well beyond the roughly 100% growth Dell guided to on the show, driven by explosive AI server demand.

Brad Gerstner Wrong 01:12:48 economypolitics

10 million children will have claimed their Invest America (Trump) accounts by July 4, 2026, the 250th anniversary of the United States.

“There are 4.5 million kids who've claimed their account. Almost $150,000 a day will have on the trajectory we're on. 10 million by July 4th or 250 at the anniversary of the country.” View on YouTube
Explanation

Trump Accounts (Invest America) officially launched on July 4, 2026 with about 6 million children signed up - well short of Gerstner's 10 million target - and signups reached roughly 7 million by late July, still below the predicted figure by the July 4 deadline.