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travis kalanick

T2 · manager / operator

Former Uber CEO now building Pronto, an 'industrial AI' company that raised $1.7B to deploy full-stack autonomy across mining, food production, and transportation by retrofitting existing heavy machinery.

6 calls·5 names·83% bull·last heard 2 months ago·TBPN+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ATOMSAtomsposition

Kalanick raises $1.7B for Atoms to automate mining, food, transport with industrial AI

Atoms combines software, robotics, sensors, and machinery into full-stack industrial AI solutions to automate entire industries like mining, food production, and transportation, starting with mining where their Pronto technology has surpassed human productivity.

TBPN2026-07episode →
2ndhigh conviction
$PRONTOProntoposition

Kalanick's Pronto raises $1.7B for full-stack industrial AI across mining, food, transport

Pronto's 'industrial AI' approach retrofits autonomous kits onto existing heavy machinery (haul trucks, graders, freighters) delivering 30-40% productivity gains in mining and logistics, with proven deployments at Vale and Saudi phosphate mines, now scaling from lean to muscular enterprise go-to-market.

TBPN2026-07episode →
3rdmedium conviction
$A16ZAndreessen Horowitz

Kalanick partners with a16z for Atoms $1.7B raise after missing them at Uber

a16z led or participated in Atoms' $1.7B raise, with Kalanick noting they should have done business together at Uber in 2017.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $ATOMS
  • $VALE
  • $A16Z
  • $PRONTO
  • $SPCX

recurring themes

  • Robotics & Physical AI2
  • Autonomous Vehicles2
  • Critical Minerals & Supply Chain2
  • AI Economics & Business Models1
  • Advanced Manufacturing1
6 total
$ATOMS
Atoms
HIGHtravis kalanick·TBPN·2 months ago·Inside Travis Kalanick’s Wild New AI Company· position
Kalanick raises $1.7B for Atoms to automate mining, food, transport with industrial AI
Atoms combines software, robotics, sensors, and machinery into full-stack industrial AI solutions to automate entire industries like mining, food production, and transportation, starting with mining where their Pronto technology has surpassed human productivity.
"the announcement of Atoms was we are we're going to do physical automation, physical AI. What we are calling industrial AI to transform these industries one at a time. We were we…"
5:11
$VALE
···
Vale
LOWtravis kalanick·TBPN·2 months ago·Inside Travis Kalanick’s Wild New AI Company
Kalanick reveals Vale as major customer for Atoms mining autonomy in Amazon
Vale, the world's largest iron ore miner, is deploying Atoms' autonomous mining technology at their massive Amazon operation, serving as a key proof point for the technology.
"Customers called Valley. It's a massive mining company. And um They It's It's like the world's largest iron ore mine. And you go and you get in a helicopter."
10:14
$A16Z
Andreessen Horowitz
MEDtravis kalanick·TBPN·2 months ago·Inside Travis Kalanick’s Wild New AI Company
Kalanick partners with a16z for Atoms $1.7B raise after missing them at Uber
a16z led or participated in Atoms' $1.7B raise, with Kalanick noting they should have done business together at Uber in 2017.
"my phone's blowing up. I mean I'm pumped like A16 these guys we we should have done business at Uber."
42:52
$ATOMS
Atoms
HIGHtravis kalanick·TBPN·2 months ago·Inside Travis Kalanick’s Wild New AI Company· position
Kalanick raises $1.7B for Atoms: full-stack industrial AI platform automating mining, food, transport
Combining mining autonomy (Pronto), robotic food production, and autonomous transport into a single industrial AI platform creates a full-stack physical automation company with proven beyond-human productivity in mining and a platform approach investors prefer over vertical bets.
"We just went to market... we put the companies together and then sold the equity in a singular entity... the first five folks we talked to all said 'We want to invest in you.'"
4:17
$PRONTO
Pronto
HIGHtravis kalanick·TBPN·2 months ago·HackingFace, Science Funding, Travis Kalanick Joins, New Apple Gear· position
Kalanick's Pronto raises $1.7B for full-stack industrial AI across mining, food, transport
Pronto's 'industrial AI' approach retrofits autonomous kits onto existing heavy machinery (haul trucks, graders, freighters) delivering 30-40% productivity gains in mining and logistics, with proven deployments at Vale and Saudi phosphate mines, now scaling from lean to muscular enterprise go-to-market.
"we are we are going to do physical automation, physical AI, what we are calling industrial AI to transform these industries one at a time... it's working"
97:49
$SPCX
···
SpaceX
MEDtravis kalanick·All-In Podcast·5 months ago·OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Travis Kalanick: Elon's Colossus expanding to 555K GPUs, $18B investment; now renting capacity to Cursor
xAI is building massive proprietary compute infrastructure (Colossus: 555K GPUs, $18B across three buildings) and has begun monetizing excess capacity by renting to third parties like Cursor, effectively becoming a hyperscaler.
"Colossus, which Elon's been building. He's expanding to 555,000 GPUs across three buildings, 18 billion in investment. He If then if you look at Prometheus, Meta's planned 2026, t…"
30:30
9
Robotics & Physical AItailwind
Kalanick's Pronto deploys industrial AI kits on 2M-lb mining trucks at 35mph off-road
Pronto's 'industrial AI' retrofits autonomy onto existing heavy machinery (haulage, grading, water trucks, freighters) rather than building humanoids, achieving 30-40% productivity gains in mining with proven deployments at Vale (Brazil) and Saudi phosphate mines, creating a 'cardiovascular system' for mines that scales from lean pilots to muscular enterprise contracts.
8
Robotics & Physical AItailwind
Kalanick bets on full-stack industrial AI to automate mining, food, transport
By combining software, robotics, sensors, and machinery into integrated full-stack solutions, industrial AI can transform physical industries one at a time, starting with mining where autonomy has surpassed human productivity, then expanding to food production and freight transport.
8
AI Economics & Business Modelstailwind
Kalanick: Automation-driven cost declines trigger Jevons paradox, creating new job categories
As industrial AI lowers costs in automated sectors (e.g., food delivery dropping from $12 to $0.75 per order), the resulting consumer surplus flows to humans who spend on new categories, generating prosperity across thousands of unknown future professions, analogous to 'plumbers paid like LeBron'.
8
Advanced Manufacturingtailwind
Full-stack industrial automation transforms mining, food production, and logistics
Pronto's industrial AI automates entire value chains: mining (drilling, blasting, loading, hauling, crushing), food (robotic manufacturing, autonomous couriers cutting delivery cost from $12 to $0.75), and freight — creating 'no-entry' mines and 'autonomous burritos' that demonstrate Jevons paradox: lower costs expand total demand and create new human-centric job categories.
8
Autonomous Vehiclestailwind
Pronto applies autonomous tech to mining haulage and freight, not robotaxis
Kalanick's 'wheelbase for robots' strategy targets specialized industrial vehicles (2M-lb haul trucks at 35mph, graders, water trucks, freighters) where autonomy delivers immediate ROI via 24/7 operation, safety, and opex reduction — avoiding the 'jobs vs tasks' complexity of long-haul trucking (where drivers provide security, maintenance, refueling) by focusing on controlled industrial sites.
8
Critical Minerals & Supply Chaintailwind
Autonomous mining unlocks 30-40% more iron ore, lithium, phosphate from existing sites
Pronto's retrofit autonomy on 20-year-old haul trucks at Vale's massive Brazilian iron ore mine and Saudi phosphate operations increases machine-hour productivity, enables 24/7 operation without night shifts, and reduces opex — directly addressing critical mineral supply constraints by maximizing output from existing permitted assets rather than greenfield development.
7
Critical Minerals & Supply Chaintailwind
Autonomous mining reaches inflection point with 30-40% productivity gains
Mining autonomy has crossed human productivity thresholds, enabling 30-40% yield increases per mine; the technology is now spreading via enterprise-style pilots across major miners like Vale, with haulage as the "cardiovascular system" enabling broader mine automation.
7
AI Regulation & Policyheadwind
Kalanick: Federal AI preemption enables regulatory capture by incumbents
Federal preemption in AI regulation benefits large incumbents seeking to squeeze out competition via regulatory capture, unlike Uber's city-by-city approach which aimed to open markets; Kalanick warns to watch closed-model labs pushing for regulation they can control.