All-In with Chamath, Jason, Sacks & Friedberg Travis Kalanick & Michael Dell Live from Austin, Texas
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Mar 17, 2026 
Travis Kalanick, Uber co-founder and Atoms builder, unveils his stealth startup and dives into physical automation, robot hands, mining, food, and the self-driving race with Waymo and Tesla. Michael Dell, Dell Technologies founder, shares why Texas keeps winning, why AI infrastructure is exploding, and the bold vision behind his Invest America pledge.
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Running A Massive Stealth Operation
- Kalanick described running a multi-thousand person stealth company where employees couldn't list the company name on LinkedIn and parents thought they worked for the CIA.
- He used varied local brand names (Cloud Kitchens, Kitchen Valley, Namah) and deliberate obfuscation while building capacity worldwide.
Physical AI Needs A Full Industry Stack
- Kalanick separates the physical AI stack into land development, chemistry, manufacturing, actuators and mobility, arguing Tesla resembles Google in this era.
- He sees many specialized robot opportunities beyond humanoids and notes wheelbase and logistics are critical pieces.
Autonomy Winners Need Scale Not Just Proof
- On self-driving Kalanick views Waymo as the existence proof but flags manufacturing, scale, and urgency as their weaknesses; Tesla faces science hard mode.
- He asks when a "vision chatGPT moment" will occur for vision-only driving.