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Travis Kalanick

👤 Person
673 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

I love this.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

It's the classic, that's the classic artificial, artificial intelligence, right? This is like the mechanical Turk thing. I mean, look, here's the thing. Here's a little nuance that's super interesting about automation in QSR restaurants is that they have an existing brick and mortar that's built a certain way.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

It's the classic, that's the classic artificial, artificial intelligence, right? This is like the mechanical Turk thing. I mean, look, here's the thing. Here's a little nuance that's super interesting about automation in QSR restaurants is that they have an existing brick and mortar that's built a certain way.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

That layout is meant for humans and for those humans to work in certain processes in exact and very specific way. Every square inch of that kitchen and that space is dialed. When you go and put a machine like this in, it changes the whole thing.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

That layout is meant for humans and for those humans to work in certain processes in exact and very specific way. Every square inch of that kitchen and that space is dialed. When you go and put a machine like this in, it changes the whole thing.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And so just to get going, you've got to like do, you've got to, like if you're to replace the front line at Chipotle, you've got to take out that front line. You've got to demo it.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And so just to get going, you've got to like do, you've got to, like if you're to replace the front line at Chipotle, you've got to take out that front line. You've got to demo it.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

You've got to put in a new machine.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

You've got to put in a new machine.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And so now it's like a huge amount of capex. My store's down for two to three months. And the economics start to not work. And by the way, I still have to have humans in that brick and mortar. And so, you know, look, we have a different take. We're in that delivery only model. So these are it's true infrastructure for making food behind the scenes for delivery. So you don't have these issues.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And so now it's like a huge amount of capex. My store's down for two to three months. And the economics start to not work. And by the way, I still have to have humans in that brick and mortar. And so, you know, look, we have a different take. We're in that delivery only model. So these are it's true infrastructure for making food behind the scenes for delivery. So you don't have these issues.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And of course, our setup, our infrastructure, these kitchens are designed for these kinds of machines to be in them and vice versa. We've designed the machine to be in them.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

And of course, our setup, our infrastructure, these kitchens are designed for these kinds of machines to be in them and vice versa. We've designed the machine to be in them.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

I just heard this voice from above. It was the czar of AI and crypto. I was like, wow, let's all sit back and listen.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

I just heard this voice from above. It was the czar of AI and crypto. I was like, wow, let's all sit back and listen.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

But real quick, Sax, you've got you've got an open source model and the white paper they put out there is very specific about what they did to make it and sort of the results they got out of it. I don't think they give the training data, but you could start to stress test what they've already put out there and see if you can do it cheap, essentially.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

But real quick, Sax, you've got you've got an open source model and the white paper they put out there is very specific about what they did to make it and sort of the results they got out of it. I don't think they give the training data, but you could start to stress test what they've already put out there and see if you can do it cheap, essentially.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

When you say they, who are you referring to, Sax? Microsoft.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

When you say they, who are you referring to, Sax? Microsoft.

All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

You guys have a buddy who has R1 on his laptop, you know? Yeah, exactly.