Travis Kalanick

What Travis Kalanick said

1. a16z Podcast · Jul 22, 2026

   Building a Company in Stealth | Travis Kalanick with a16z

   2 moments · 8 min

   3:08
   1. 32:00

      Stealth eventually makes a company harder for media to cover

      “because it's so hard to discuss a thing that has a gap a few years before it.”

   Also from this interview

   1. 27:33

      Food delivery can approach grocery-store economics

      Kalanick lays out a food-delivery system combining kitchens, software, robotics and autonomous couriers. He argues that cutting production and delivery costs could make delivered meals competitive with grocery shopping.

2. All-In · Apr 17, 2026

   OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

   7 moments · 31 min

   2:23
   1. 15:16

      Compute scale and customer growth can reinforce each other

      “network effects around compute network effects around the number of tokens you're pushing out for”

   Also from this interview

   1. 22:09

      Enterprise coding is driving Anthropic's faster growth

      “The OpenAI growth rate has been around 3 to 4x a year. The Anthropic growth rate has been around 10x a year.”

   2. 39:55

      Compute shortages could put a ceiling on AI growth

      “I think if you play this out, the real problem again goes back to Anthropic and OpenAI. If I were them, it is a five alarm fire for them.”

   3. 1:15:55

      AI's enterprise payoff still lacks scaled proof

      “Just please somebody show me a couple of good examples of scaled profits.”

   4. 51:06

      Gulf-state data centers can add capacity beyond U.S. grids

      “a year ago, that's one of the things I worked on was allowing the Gulf states to build data centers with American technology for America.”

   5. 36:07

      City licensing can erase scooter-market economics

      “they would say that well we're going to choose four operators and give them each 25 of say a thousand scooter allocation”

   6. 1:00:08

      Friedberg heard Swalwell allegations months before they surfaced

      “the striking aspect of all of this for me was how much knowledge there was about these various incidents with the guy”

3. All-In · Mar 17, 2026

   Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

   5 moments · 14 min

   2:47
   1. 3:10

      Physical businesses can be built like an atoms-based computer

      “CPU manipulates bits. What manipulates atoms? manufacturers. manufacturing. Storage stores bits. What stores atoms? Real estate.”

   2. 28:54

      Capital matters when it can change the competitive odds

      “capital as a strategic weapon for its own sake is not a thing but when it is actually a strategic weapon then it is a thing”

   3. 7:30

      Automation can make remote mining sites viable

      “When you automate, you can go to a lot of places. Well, first is all the mines that exist are way more productive.”

   4. 10:53

      Waymo leads, but scaling remains a major challenge

      “look i think waymo obviously is ahead the existence proof is there their issue is manufacturing and scale”

   5. 26:24

      Atoms is focused on specialized robots for industrial work

      “And we're sort of down specialized robot lane, which is gainfully employed robots.”

4. All-In · Jul 11, 2025

   Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

   4 moments · 31 min

   8:21
   1. 6:35

      Food automation can cut kitchen labor below 10% of revenue ProPro pick

      “when they're running our machine it's between seven and ten percent of revenue”

   Also from this interview

   1. 21:03

      Compute-first learning is overtaking human-engineered AI ProPro pick

      “you're always better off when you're trying to solve an AI problem taking a general learning approach that can scale with computation”

   2. 46:22

      AI browsers may be a costly detour from better products

      “I think building a browser is an absolutely stupid capital allocation decision.”

   3. 1:03:33

      Super PACs can now fund campaign ground operations

      “it allowed super PACs to do a lot more than just run ads.”

5. All-In · Jan 31, 2025

   DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

   6 moments · 25 min

   4:02
   1. 51:04

      China copied Uber quickly, then began innovating ProPro pick

      “you eventually run out of things to copy and then it flips to creativity”

   2. 1:26:50

      Grid capacity could bottleneck autonomous ride-hailing

      “If all of the miles in California went EV ride sharing. You would need to double the energy capacity of California.”

   3. 5:04

      CloudKitchens is rolling out its bowl builder with five customers

      “We're rolling out with five customers in April that are using the machine.”

   4. 1:02:28

      Travis declined Masa's money because it funded competitors

      “He's a promiscuous investor. So once he invests in you, you should probably count on him and using your information and investing in all of your competitors.”

   Also from this interview

   1. 42:08

      AI startups need a shim to switch models easily

      “The first is you have to build a shim. And I think the reason why a shim is really critical is that there's so much entropy at the model level.”

   2. 1:33:51

      Autonomous ride-hailing could free up a fifth of city land

      Travis argues that higher fleet utilization could sharply reduce parking needs. He sees land reuse as a major question, while power and utility upgrades may slow the shift.