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Travis Kalanick

πŸ‘€ Speaker
1457 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Yes, I get that.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Recycling unused compute.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Recycling unused compute.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

But Gavin, one thing though, I got to say, so I, I've had SpaceX since 2018, but what, but their little, their little liquidity thing every year, like last year was like 350, 350 billion last year.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

So you got an 8X in one year, you could have a lot of people selling, right?

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

They were doing little 20% up, 30% up clips for many years.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

And then an 8Xer could create that liquidity.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Obviously.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Yeah, auctions are the way.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Auctions are the way.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

And so it's not hard to price if you just do it the way it's supposed to be done.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

It's hard to price when you want it to be a certain number.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

All right, let's add Don.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Gavin, you just auctioned it.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

I think that's different than underwriting it.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

You're underwriting, but the bankers, I think they just need to get more in the mode of just doing the auction.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Guys, remember when $15 billion used to be a whole lot of money?

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

How weird is... What's going on?