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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

And if the money's going and it's flowing and access to capital is a strategic competitive weapon or advantage, you must play ball. Yeah. Now, we did stuff with the Saudis before even Vision Fund existed. They stroked a $3.5 billion check when that was the biggest thing that ever happened. So we were okay with not having the MASA money, but that MASA money then went to all of our competitors.

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

Well, look, I think this goes to some of the things that Shamath is saying, which is like if constraint is the mother of invention or whatever that euphemism is, the aphorism is, if that's the case, you get into a real weird spot when you get over- Capitalized.

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

Well, look, I think this goes to some of the things that Shamath is saying, which is like if constraint is the mother of invention or whatever that euphemism is, the aphorism is, if that's the case, you get into a real weird spot when you get over- Capitalized.

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

In the Uber model, the war was subsidizing rides for market share, essentially being the wrapper for transportation and using the parlance we were using earlier in this discussion. So it was necessary. You're screwed if you don't. The question is, do you get to this place of overcapitalized, too big, too bureaucratic, too loose, too weak, too soft?

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

In the Uber model, the war was subsidizing rides for market share, essentially being the wrapper for transportation and using the parlance we were using earlier in this discussion. So it was necessary. You're screwed if you don't. The question is, do you get to this place of overcapitalized, too big, too bureaucratic, too loose, too weak, too soft?

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 have an open source model that's very smart and it's a thousand flowers blooming, lots of innovation happening everywhere, could be an overwhelming force. Now, I think there's going to be different sectors treated different ways where like going full stack in certain industry sectors is going to matter.

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 have an open source model that's very smart and it's a thousand flowers blooming, lots of innovation happening everywhere, could be an overwhelming force. Now, I think there's going to be different sectors treated different ways where like going full stack in certain industry sectors is going to matter.

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

And then in other places having like a very sort of chaotic, everybody does a little slice. It's going to be okay in other places. And I think we could probably spend days or hundreds of dozens of hours just talking about the nuances there.

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

And then in other places having like a very sort of chaotic, everybody does a little slice. It's going to be okay in other places. And I think we could probably spend days or hundreds of dozens of hours just talking about the nuances there.

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

Well, I take Washington Post off that list, but yes.

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

Well, I take Washington Post off that list, but yes.

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

The New York Times comes off the list too.

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

The New York Times comes off the list too.

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

Jason, you're such an old school copyright guy. You're such an old school media guy, by the way.

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

Jason, you're such an old school copyright guy. You're such an old school media guy, by the way.

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

Yeah. I mean, here's the thing, guys. At some point, the amount of data becomes the long pole in the tent. At some point, the quality of the algorithms becomes a long pole in the tent and more compute is not going to change that. I don't think we're there yet.

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

Yeah. I mean, here's the thing, guys. At some point, the amount of data becomes the long pole in the tent. At some point, the quality of the algorithms becomes a long pole in the tent and more compute is not going to change that. I don't think we're there yet.

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

That's the one thing that counters the cheap AI means more AI is, is there enough data and or algorithms to make the more AI, to make it work? And I do agree with the siloing it and getting expert and getting better in these ways. But I think this is an interesting sort of trade-off between some of these variables.

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

That's the one thing that counters the cheap AI means more AI is, is there enough data and or algorithms to make the more AI, to make it work? And I do agree with the siloing it and getting expert and getting better in these ways. But I think this is an interesting sort of trade-off between some of these variables.

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

How do I get on this group chat? What's that about?