Building the Physical AI Stack | Travis Kalanick on TBPN

The a16z Show | Jul 23 2026 | 00:45:25

Travis Kalanick joins TBPN to discuss Atoms, his vision for industrial AI, and why he believes the biggest opportunities in AI lie beyond software.

He explains how Atoms is bringing autonomy to mining, logistics, and food production, why robotics will reshape physical industries, and how lower costs and greater automation could unlock entirely new economic opportunities. Travis also reflects on raising $1.7 billion, building in stealth, regulation, hiring, and what he's learned since Uber.

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