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Travis Kalanick on the physical world as an atoms-based computer: "The vision for digitizing the physical world for me started at Uber. Treating atoms like bits started at Uber. It was sci-fi at one point. You would touch glass and a car would come to you." "CPU manipulates bits....

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a16z

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43,584 просмотров • 23 дней назад •via X (Twitter)

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Travis Kalanick is back. After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time: 01:32 The a16z & Uber backstory 15:36 Different companies, different rules 21:13 CloudKitchens origins 27:13 An $8 meal delivery 31:58 Building in private 34:59 Computing atoms, not bits 42:54 Autonomous mining 49:02 Ideas are cheap, founders are rare 56:21 From 20,000 employees to 6 1:00:32 Why food came first 1:10:40 Entering a new industry 1:20:21 Parallels to the Industrial Revolution 1:28:26 Who Travis is hiring travis kalanick benahorowitz.eth Erik Torenberg
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Travis Kalanick is back. After 8 years of building in stealth, he joins Ben Horowitz and Erik Torenberg to tell the story of his latest company, Atoms, and its vision to digitize the physical world one industry at a time: 01:32 The a16z & Uber backstory 15:36 Different companies, different rules 21:13 CloudKitchens origins 27:13 An $8 meal delivery 31:58 Building in private 34:59 Computing atoms, not bits 42:54 Autonomous mining 49:02 Ideas are cheap, founders are rare 56:21 From 20,000 employees to 6 1:00:32 Why food came first 1:10:40 Entering a new industry 1:20:21 Parallels to the Industrial Revolution 1:28:26 Who Travis is hiring travis kalanick benahorowitz.eth Erik Torenberg

a16z

561,124 просмотров • 23 дней назад

Travis Kalanick on the regulatory fight entrepreneurs face today and faced 150 years ago: "Once the bits start controlling atoms in the physical world, the regulators are in the game big time." "When in the past have we seen something like this?" "If you start studying the Second Industrial Revolution, there are so many parallels between the Carnegies, the Rockefellers, the Fricks, the Fords." "What those guys had to deal with in that massive rapid change." "There's a very interesting parallel to what's happening, slash about to happen now." travis kalanick benahorowitz.eth Erik Torenberg
2:37

Travis Kalanick on the regulatory fight entrepreneurs face today and faced 150 years ago: "Once the bits start controlling atoms in the physical world, the regulators are in the game big time." "When in the past have we seen something like this?" "If you start studying the Second Industrial Revolution, there are so many parallels between the Carnegies, the Rockefellers, the Fricks, the Fords." "What those guys had to deal with in that massive rapid change." "There's a very interesting parallel to what's happening, slash about to happen now." travis kalanick benahorowitz.eth Erik Torenberg

a16z

49,144 просмотров • 18 дней назад

Peter Thiel: Elon is super impressive and unique because he's innovating in the world of atoms. “I think Elon's super impressive because he's done something outside of the IT space. We're in a world that's dominated by IT, by innovation in the world of bits, much less in the world of atoms. And I think that is what makes Elon uniquely charismatic because we do have a sense that it would be good if we were doing a little bit more in atoms and not everything in the world of bits.” This Week in Startups/YouTube, March 16, 2015
0:30

Peter Thiel: Elon is super impressive and unique because he's innovating in the world of atoms. “I think Elon's super impressive because he's done something outside of the IT space. We're in a world that's dominated by IT, by innovation in the world of bits, much less in the world of atoms. And I think that is what makes Elon uniquely charismatic because we do have a sense that it would be good if we were doing a little bit more in atoms and not everything in the world of bits.” This Week in Startups/YouTube, March 16, 2015

ELON CLIPS

118,853 просмотров • 11 месяцев назад

Travis Kalanick on the Uber program that had to be renamed: "We would recruit the drivers on Lyft to bring them over to Uber, so that it was hard for Lyft to build supply." "We would aggressively do it, and we had a program for it internally, which we called shoplifting." "Then I had antitrust training. At the time I'm this small startup kid. I'm like, 'Antitrust? What the hell is that? I can't wait to have that problem.'" "They're like, 'Look, the way you call projects, it has to be appropriate for a 10-year-old basketball team.'" "So it went from shoplifting to the North American Championship Series. We called it the NACS." travis kalanick benahorowitz.eth Erik Torenberg
1:30

Travis Kalanick on the Uber program that had to be renamed: "We would recruit the drivers on Lyft to bring them over to Uber, so that it was hard for Lyft to build supply." "We would aggressively do it, and we had a program for it internally, which we called shoplifting." "Then I had antitrust training. At the time I'm this small startup kid. I'm like, 'Antitrust? What the hell is that? I can't wait to have that problem.'" "They're like, 'Look, the way you call projects, it has to be appropriate for a 10-year-old basketball team.'" "So it went from shoplifting to the North American Championship Series. We called it the NACS." travis kalanick benahorowitz.eth Erik Torenberg

a16z

238,315 просмотров • 23 дней назад

Travis Kalanick on what makes an idea worth betting on: "Sometimes you have ideas. Sometimes ideas come to you. But if it's meant to be your soulmate, you know it when you see it." "Complexity is interesting to me. Things that are not sexy on the surface is also weirdly interesting." "Especially if you can see that it's sexy but people don't understand yet." "That's where the sparkle in your eye, you kinda go, 'You don't see what I see, and I'm pretty sure I'm right'. And that's the fun part." travis kalanick benahorowitz.eth Erik Torenberg
1:49

Travis Kalanick on what makes an idea worth betting on: "Sometimes you have ideas. Sometimes ideas come to you. But if it's meant to be your soulmate, you know it when you see it." "Complexity is interesting to me. Things that are not sexy on the surface is also weirdly interesting." "Especially if you can see that it's sexy but people don't understand yet." "That's where the sparkle in your eye, you kinda go, 'You don't see what I see, and I'm pretty sure I'm right'. And that's the fun part." travis kalanick benahorowitz.eth Erik Torenberg

a16z

50,102 просмотров • 18 дней назад

Travis Kalanick on the Uber Series B that got away: "I'm never in a place where I'm negotiating with somebody where I'm here and they're here, and we meet in the middle. I'm always saying, it's at least this, and it can go up." "It's a little bit crass, let's just say, but that's how I was wired back in the day." "I had a high momentum deal. It went all the way to the top. I auctioned it, cleared the market, and the bottom came out from it." "It was super awkward and weird. You lose credibility in that moment. And I built it back up." travis kalanick benahorowitz.eth Erik Torenberg
4:27

Travis Kalanick on the Uber Series B that got away: "I'm never in a place where I'm negotiating with somebody where I'm here and they're here, and we meet in the middle. I'm always saying, it's at least this, and it can go up." "It's a little bit crass, let's just say, but that's how I was wired back in the day." "I had a high momentum deal. It went all the way to the top. I auctioned it, cleared the market, and the bottom came out from it." "It was super awkward and weird. You lose credibility in that moment. And I built it back up." travis kalanick benahorowitz.eth Erik Torenberg

a16z

60,775 просмотров • 18 дней назад

Travis Kalanick on how one product becomes ten: "The only constraint to your imagination is management capacity." "How did AWS happen? It literally had nothing to do with a bookstore." "Once you get the beachhead and it's working, you can start. Uber Rides, then it's Uber Eats, then it's Uber Autonomy, then it's Uber Freight, then it's Uber AI Labs." "You can start letting your imagination do really interesting things. Where you start matters." travis kalanick benahorowitz.eth Erik Torenberg
1:57

Travis Kalanick on how one product becomes ten: "The only constraint to your imagination is management capacity." "How did AWS happen? It literally had nothing to do with a bookstore." "Once you get the beachhead and it's working, you can start. Uber Rides, then it's Uber Eats, then it's Uber Autonomy, then it's Uber Freight, then it's Uber AI Labs." "You can start letting your imagination do really interesting things. Where you start matters." travis kalanick benahorowitz.eth Erik Torenberg

a16z

120,191 просмотров • 20 дней назад

Travis Kalanick and Ben Horowitz on the cultural advantage to building in stealth: "There's a humility thing to it, an anti-fame thing. Everybody in your company gets fulfillment from the work they do every day, not because they're gonna get famous." "You start making decisions based on external validation versus internal correctness. I wanted to build without worrying about what The New York Times was saying." travis kalanick benahorowitz.eth Erik Torenberg
1:22

Travis Kalanick and Ben Horowitz on the cultural advantage to building in stealth: "There's a humility thing to it, an anti-fame thing. Everybody in your company gets fulfillment from the work they do every day, not because they're gonna get famous." "You start making decisions based on external validation versus internal correctness. I wanted to build without worrying about what The New York Times was saying." travis kalanick benahorowitz.eth Erik Torenberg

a16z

46,319 просмотров • 22 дней назад

I am a physicist and I'm profoundly opposed to any idea of non-physical explanations that contradict physics. So that's a no-no and really doesn't make sense. However, there are ways in which both emergent properties such as minds and life and so on have an effect. And as you said, also abstractions. Now the fact that the theory of good explanations led to the idea that abstractions are real things was slightly surprising to me. I wasn't expecting the link, at least wasn't expecting it to be so strong as it is. But the thing is, if you think about how to explain events, physical events like a footprint on the moon, how do you explain how that happened? Well, it happened because of human ideas, of science. And human ideas, you could say in this reductionist sense that as you rightly say is the prevailing mode of explanation and the prevailing idea is to look down on other modes of explanation, that those ideas are nothing more than configurations of atoms. So some physicists, some rocket scientists put their brain into certain configurations of atoms and those atoms then acted on other atoms which then ended up making a footprint on the moon. Now what that misses is the explanation of why certain configurations of atoms put footprints on the moon while others, the overwhelming majority of configurations that human brains, even human brains have been put into in history, do not have that effect. And it's because there's a certain type of information. And this information can't in my view be reduced to statements about atoms because if you think about what that information does, it is in brains but the same information then gets transferred into, let's say, sound waves in air and then it gets transferred into ink on paper and then it gets transferred into magnetic domains inside a computer which then control a machine that instantiates those ideas in bits of steel and silicon and so on and so on. There's an immense chain of instantiations of the same information. And it's only special kinds of information that have this property that they are preserved and instantiated in successive physical modes. So what is being transmitted, what is having the causal effect is not the atoms but the fact that the atoms instantiate certain kinds of information and not other kinds. So therefore it is the information that is having the causal effect. If a particular instantiation of that information were damaged, then processes would come along to fix it, whether or not they could fix the physical instantiation. For example, if the computer goes wrong, then we don't use the corrupted information. We go back and rescue the information from a different computer and we throw away the atoms that at one point instantiated it. So the information causes itself to remain in existence. Now I think there's no way out of that mode of explanation. And if explanation is going to be the fundamental thing about our criterion, for example, about what is or isn't real, then we have to say that information and this particular kind which we call knowledge is real and really does cause things. David Deutsch
6:05

I am a physicist and I'm profoundly opposed to any idea of non-physical explanations that contradict physics. So that's a no-no and really doesn't make sense. However, there are ways in which both emergent properties such as minds and life and so on have an effect. And as you said, also abstractions. Now the fact that the theory of good explanations led to the idea that abstractions are real things was slightly surprising to me. I wasn't expecting the link, at least wasn't expecting it to be so strong as it is. But the thing is, if you think about how to explain events, physical events like a footprint on the moon, how do you explain how that happened? Well, it happened because of human ideas, of science. And human ideas, you could say in this reductionist sense that as you rightly say is the prevailing mode of explanation and the prevailing idea is to look down on other modes of explanation, that those ideas are nothing more than configurations of atoms. So some physicists, some rocket scientists put their brain into certain configurations of atoms and those atoms then acted on other atoms which then ended up making a footprint on the moon. Now what that misses is the explanation of why certain configurations of atoms put footprints on the moon while others, the overwhelming majority of configurations that human brains, even human brains have been put into in history, do not have that effect. And it's because there's a certain type of information. And this information can't in my view be reduced to statements about atoms because if you think about what that information does, it is in brains but the same information then gets transferred into, let's say, sound waves in air and then it gets transferred into ink on paper and then it gets transferred into magnetic domains inside a computer which then control a machine that instantiates those ideas in bits of steel and silicon and so on and so on. There's an immense chain of instantiations of the same information. And it's only special kinds of information that have this property that they are preserved and instantiated in successive physical modes. So what is being transmitted, what is having the causal effect is not the atoms but the fact that the atoms instantiate certain kinds of information and not other kinds. So therefore it is the information that is having the causal effect. If a particular instantiation of that information were damaged, then processes would come along to fix it, whether or not they could fix the physical instantiation. For example, if the computer goes wrong, then we don't use the corrupted information. We go back and rescue the information from a different computer and we throw away the atoms that at one point instantiated it. So the information causes itself to remain in existence. Now I think there's no way out of that mode of explanation. And if explanation is going to be the fundamental thing about our criterion, for example, about what is or isn't real, then we have to say that information and this particular kind which we call knowledge is real and really does cause things. David Deutsch

Deutsch Explains

45,735 просмотров • 2 лет назад

Travis Kalanick on making meal delivery as cheap as groceries: "Can you make the preparation and delivery of a quality meal so efficient that it approaches the cost of going to the grocery store?" "If it does, you do to the kitchen what Uber did to the car." "In 20 years, there will be a suite of robotics that will make higher quality meals, they will be doing a better job than any of us could do." "We are going to have autonomous burritos. Boxes on wheels that hold food at temperature that come to your house." "All of the sudden you've got an $8 or $10 meal that's delivered to you all in." travis kalanick benahorowitz.eth Erik Torenberg
3:28

Travis Kalanick on making meal delivery as cheap as groceries: "Can you make the preparation and delivery of a quality meal so efficient that it approaches the cost of going to the grocery store?" "If it does, you do to the kitchen what Uber did to the car." "In 20 years, there will be a suite of robotics that will make higher quality meals, they will be doing a better job than any of us could do." "We are going to have autonomous burritos. Boxes on wheels that hold food at temperature that come to your house." "All of the sudden you've got an $8 or $10 meal that's delivered to you all in." travis kalanick benahorowitz.eth Erik Torenberg

a16z

125,848 просмотров • 23 дней назад

Travis Kalanick on starting over after Uber: "I acquired CloudKitchens, partnered with a buddy of mine, Diego. There were six people in the company that I acquired." "You gotta think, the last all-hands I did had 20,000 people. The next all-hands I did had six. And I stood in front just the same, and I'm like, 'Let's go, guys! Let's do this!'" "These guys, they're like, 'What just happened?' They went to work that morning at a six-person startup, and an hour later, the founder of Uber is now the CEO." travis kalanick benahorowitz.eth Erik Torenberg
0:57

Travis Kalanick on starting over after Uber: "I acquired CloudKitchens, partnered with a buddy of mine, Diego. There were six people in the company that I acquired." "You gotta think, the last all-hands I did had 20,000 people. The next all-hands I did had six. And I stood in front just the same, and I'm like, 'Let's go, guys! Let's do this!'" "These guys, they're like, 'What just happened?' They went to work that morning at a six-person startup, and an hour later, the founder of Uber is now the CEO." travis kalanick benahorowitz.eth Erik Torenberg

a16z

71,455 просмотров • 22 дней назад

Richard Feynman on the one idea that explains almost everything around you: 1. heat isn't a substance. it's motion. when something feels hot, its atoms are jiggling fast. when it's cold, they're jiggling slow. that's all temperature is... speed. 2. when a warm cup heats your hand, nothing actually flows into you. the fast atoms just bump the slow ones and speed them up. heat "spreading" is only jiggling passed along by touch. 3. atoms never lose energy. a bouncing ball slows and stops... but the motion doesn't disappear. it leaked into the floor. the ball goes still, the floor gets a little warmer. the motion is still there. just scrambled. 4. hammer a piece of metal long enough and it gets hot. you added no heat. you just jiggled it harder. pounding is heating. 5. a drop of water pulls into a ball because the atoms want partners on every side. the ones at the surface only have them below. so they keep clawing inward, trying to get in. that's what rounds the drop. 6. that same drop is slowly vanishing. atoms at the surface keep breaking free into the air, one by one, until none are left. you're watching them leave. 7. ice, water, and steam are the same atoms at different speeds. slow, and they lock in place like oranges in a crate... ice. faster, and they roll over each other... water. faster still, and they fly apart... steam. 8. pump up a bike tire and the pump gets hot. squeezing the air speeds the atoms up. let the air expand and it cools, because the atoms hit a piston that gives way and lose speed. heat and cold are hiding in a bicycle pump.
7:06

Richard Feynman on the one idea that explains almost everything around you: 1. heat isn't a substance. it's motion. when something feels hot, its atoms are jiggling fast. when it's cold, they're jiggling slow. that's all temperature is... speed. 2. when a warm cup heats your hand, nothing actually flows into you. the fast atoms just bump the slow ones and speed them up. heat "spreading" is only jiggling passed along by touch. 3. atoms never lose energy. a bouncing ball slows and stops... but the motion doesn't disappear. it leaked into the floor. the ball goes still, the floor gets a little warmer. the motion is still there. just scrambled. 4. hammer a piece of metal long enough and it gets hot. you added no heat. you just jiggled it harder. pounding is heating. 5. a drop of water pulls into a ball because the atoms want partners on every side. the ones at the surface only have them below. so they keep clawing inward, trying to get in. that's what rounds the drop. 6. that same drop is slowly vanishing. atoms at the surface keep breaking free into the air, one by one, until none are left. you're watching them leave. 7. ice, water, and steam are the same atoms at different speeds. slow, and they lock in place like oranges in a crate... ice. faster, and they roll over each other... water. faster still, and they fly apart... steam. 8. pump up a bike tire and the pump gets hot. squeezing the air speeds the atoms up. let the air expand and it cools, because the atoms hit a piston that gives way and lose speed. heat and cold are hiding in a bicycle pump.

Naruto

112,459 просмотров • 1 месяц назад

We asked Erik Palitsch (CEO of Freeform) about his frustrations regarding manufacturing technology's impact on national security. "China is investing in the 3D printing space. They don't have our technology. We are developing this in the U.S. for the U.S." "We don't have software margins that some VCs want, we are combining bits and atoms. You want your 5000x company, you get it at a company like this."
1:17

We asked Erik Palitsch (CEO of Freeform) about his frustrations regarding manufacturing technology's impact on national security. "China is investing in the 3D printing space. They don't have our technology. We are developing this in the U.S. for the U.S." "We don't have software margins that some VCs want, we are combining bits and atoms. You want your 5000x company, you get it at a company like this."

TBPN

17,140 просмотров • 1 год назад

Travis Kalanick's rule for pacing a company's ambition: "I'm constantly creating problems. 'Hey, let's do Uber in China.' And you don't have a full understanding of that problem when you create it. If you create a problem, you have to solve it." "I have this framework I call the meta problem. The derivative of your problem creation must be less than or equal to the derivative of your problem solving." "If it's not, you have a real problem. You're underwater." "You're guessing at what your capacity is to solve problems, and you're guessing six months, 12, 18 months ahead. When you get it really wrong, you must stop all problem creation so that you can get back above water." travis kalanick benahorowitz.eth Erik Torenberg
1:34

Travis Kalanick's rule for pacing a company's ambition: "I'm constantly creating problems. 'Hey, let's do Uber in China.' And you don't have a full understanding of that problem when you create it. If you create a problem, you have to solve it." "I have this framework I call the meta problem. The derivative of your problem creation must be less than or equal to the derivative of your problem solving." "If it's not, you have a real problem. You're underwater." "You're guessing at what your capacity is to solve problems, and you're guessing six months, 12, 18 months ahead. When you get it really wrong, you must stop all problem creation so that you can get back above water." travis kalanick benahorowitz.eth Erik Torenberg

a16z

212,754 просмотров • 22 дней назад

Elon Musk just measured your existence by how many times your atoms have been inside a dying star. Musk: “How many times have your atoms been at the center of a star? I think it’s like on average three or four times.” Every atom in your body has already survived the core of a star. Multiple times. Crushed under pressures that would flatten planets. Superheated to millions of degrees. Blown apart in explosions so violent they forged new elements. Then gravity pulled those scattered pieces back together. New stars formed. And the cycle repeated. For 13.8 billion years, your atoms have been fuel for the most violent process in the universe. And they are not done. Musk: “In terms of existence as measured by the number of times your atoms will be at the center of a star, we seem to be roughly halfway.” Halfway. Your atoms have been through the furnace three or four times. They will go through three or four more. But right now, in this impossibly thin sliver between cycles, those atoms are doing something they have never done before. They are conscious. For billions of years before you, they burned through stellar cores with no awareness. No memory. No sense of what they were or where they had been. After you, they will return to that state. Unconscious matter drifting through space until the next star claims them. This is the only moment in their entire journey where they can look back at the stars that made them and understand. Musk: “If you want to look at the big picture… that’s the really big picture.” The big picture is not that we are small. Everyone already knows that. The big picture is that we are temporary witnesses to a process that does not need witnesses. Stars do not need observers to burn. Atoms do not need anyone to understand where they have been. The universe ran for billions of years with no one in it. It will run for billions more after the last conscious thing disappears. But right now, matter is examining itself. That has never happened before in 13.8 billion years. You are not a person who happens to contain ancient atoms. You are ancient atoms that briefly figured out how to think. The universe did not design consciousness. It designed stars. Consciousness was the accident. And the accident is half over.
1:13

Elon Musk just measured your existence by how many times your atoms have been inside a dying star. Musk: “How many times have your atoms been at the center of a star? I think it’s like on average three or four times.” Every atom in your body has already survived the core of a star. Multiple times. Crushed under pressures that would flatten planets. Superheated to millions of degrees. Blown apart in explosions so violent they forged new elements. Then gravity pulled those scattered pieces back together. New stars formed. And the cycle repeated. For 13.8 billion years, your atoms have been fuel for the most violent process in the universe. And they are not done. Musk: “In terms of existence as measured by the number of times your atoms will be at the center of a star, we seem to be roughly halfway.” Halfway. Your atoms have been through the furnace three or four times. They will go through three or four more. But right now, in this impossibly thin sliver between cycles, those atoms are doing something they have never done before. They are conscious. For billions of years before you, they burned through stellar cores with no awareness. No memory. No sense of what they were or where they had been. After you, they will return to that state. Unconscious matter drifting through space until the next star claims them. This is the only moment in their entire journey where they can look back at the stars that made them and understand. Musk: “If you want to look at the big picture… that’s the really big picture.” The big picture is not that we are small. Everyone already knows that. The big picture is that we are temporary witnesses to a process that does not need witnesses. Stars do not need observers to burn. Atoms do not need anyone to understand where they have been. The universe ran for billions of years with no one in it. It will run for billions more after the last conscious thing disappears. But right now, matter is examining itself. That has never happened before in 13.8 billion years. You are not a person who happens to contain ancient atoms. You are ancient atoms that briefly figured out how to think. The universe did not design consciousness. It designed stars. Consciousness was the accident. And the accident is half over.

Dustin

2,412,516 просмотров • 2 месяцев назад

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick
1:31

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick

MTS

436,715 просмотров • 23 дней назад

Travis Kalanick on how CloudKitchens stayed stealth for years: "The media doesn't want to cover a story because it's so hard to discuss a thing that has a gap a few years before it." "It's easier to be stealth over time because even if somebody tries to leak, nobody even knows what to do with it." "We did crazy stuff. People know it as CloudKitchens in the US, but it's Cocinas Ocultas in Latin America." "We have Kitchen Valley in Korea. We have Flash Kitchen and three other names in China. We have Foodstars in London. I think it's Kitchen Park in the Middle East." "It was very hard to connect the dots." travis kalanick benahorowitz.eth Erik Torenberg
1:35

Travis Kalanick on how CloudKitchens stayed stealth for years: "The media doesn't want to cover a story because it's so hard to discuss a thing that has a gap a few years before it." "It's easier to be stealth over time because even if somebody tries to leak, nobody even knows what to do with it." "We did crazy stuff. People know it as CloudKitchens in the US, but it's Cocinas Ocultas in Latin America." "We have Kitchen Valley in Korea. We have Flash Kitchen and three other names in China. We have Foodstars in London. I think it's Kitchen Park in the Middle East." "It was very hard to connect the dots." travis kalanick benahorowitz.eth Erik Torenberg

a16z

67,486 просмотров • 18 дней назад

🚨$UBER backed Atoms vs. NRED + EyeX: two different bets on the future of autonomous mining Atoms recently announced a $1.7 billion equity investment led by a16z, with Uber participating. Its mining division is anchored by Pronto, whose autonomous haulage technology has reportedly moved more than two million tons and is being deployed across 100+ trucks. But there may be another, much smaller physical-AI mining story developing through NovaRed Mining (CSE: NRED / OTCQB: NREDF) and On July 13, NRED announced a 30-day exclusive standstill and due-diligence process regarding the potential acquisition of an interest in EyeX technology. Importantly, there is no completed acquisition yet, and no deal is guaranteed. So how do the two strategies compare? Atoms + Pronto Atoms is currently focused on automating physical work inside operating mines: Autonomous haul trucks OEM-agnostic fleet retrofits Cameras, LiDAR and radar Commercial quarry and mining deployments Immediate productivity and labor savings Atoms is essentially building the autonomous execution layer for established industrial operations. NRED + EyeX The potential NRED–EyeX combination would approach mining from an earlier and potentially broader point in the value chain. NRED’s MetalCore platform integrates more than 4.1 million geological, geochemical, geophysical and mineral-property records to identify and prioritize exploration targets. EyeX then adds two connected capabilities: AI perception and command: cameras, drones, thermal systems, vehicles and robots detecting terrain changes, equipment, hazards, minerals and operational activity. Autonomous robotics: intelligent ground, aerial and maritime machines designed to operate in dangerous or inaccessible environments. EyeX’s public robotics portfolio includes: GroundUnit-1, an autonomous electric tracked platform for grading, clearing, mine development and hazardous terrain VHL, a hybrid heavy-lift VTOL system for remote mining operations and cargo delivery Autonomous mining drones and rovers Albatross maritime reconnaissance drones Sandpiper environmental-cleaning robots TugBot autonomous marine systems Human-carrying rescue drones Most of these systems remain protected-IP concepts or active R&D, while VHL is described as previously prototyped. That makes EyeX substantially earlier-stage than Pronto—but its intended scope is also much wider. The potential NRED architecture looks like this: MetalCore finds the target. EyeX understands the terrain. EyeX Robotics reaches it and acts. Field observations and assays make MetalCore smarter. Interestingly, this maps directly onto Atoms’ own three-step definition of physical AI: Understand the physical world Predict its future state Control the physical world For NRED: EyeX provides understanding. MetalCore provides prediction. EyeX Robotics provides physical action. The major distinction is that Atoms is already automating material movement inside producing mines and quarries. NRED and EyeX could potentially build an autonomous system spanning mineral discovery, field investigation, terrain access, mine development and eventually operations. The timeline is also interesting. NRED announced its exclusive EyeX diligence process nine days before Atoms disclosed its $1.7 billion financing with Uber. However, Atoms had already publicly launched its mining strategy and plans for Pronto in March, so the accurate conclusion is that NRED moved before the Atoms financing announcement—not before Atoms entered mining. Atoms’ financing does not prove EyeX’s technology or determine NRED’s valuation. But it is major validation of the broader thesis that specialized robotics, physical AI and autonomous mining could become one of the next large technology markets. The central question: Will the biggest opportunity belong to companies automating haulage inside existing mined
1:14

🚨$UBER backed Atoms vs. NRED + EyeX: two different bets on the future of autonomous mining Atoms recently announced a $1.7 billion equity investment led by a16z, with Uber participating. Its mining division is anchored by Pronto, whose autonomous haulage technology has reportedly moved more than two million tons and is being deployed across 100+ trucks. But there may be another, much smaller physical-AI mining story developing through NovaRed Mining (CSE: NRED / OTCQB: NREDF) and On July 13, NRED announced a 30-day exclusive standstill and due-diligence process regarding the potential acquisition of an interest in EyeX technology. Importantly, there is no completed acquisition yet, and no deal is guaranteed. So how do the two strategies compare? Atoms + Pronto Atoms is currently focused on automating physical work inside operating mines: Autonomous haul trucks OEM-agnostic fleet retrofits Cameras, LiDAR and radar Commercial quarry and mining deployments Immediate productivity and labor savings Atoms is essentially building the autonomous execution layer for established industrial operations. NRED + EyeX The potential NRED–EyeX combination would approach mining from an earlier and potentially broader point in the value chain. NRED’s MetalCore platform integrates more than 4.1 million geological, geochemical, geophysical and mineral-property records to identify and prioritize exploration targets. EyeX then adds two connected capabilities: AI perception and command: cameras, drones, thermal systems, vehicles and robots detecting terrain changes, equipment, hazards, minerals and operational activity. Autonomous robotics: intelligent ground, aerial and maritime machines designed to operate in dangerous or inaccessible environments. EyeX’s public robotics portfolio includes: GroundUnit-1, an autonomous electric tracked platform for grading, clearing, mine development and hazardous terrain VHL, a hybrid heavy-lift VTOL system for remote mining operations and cargo delivery Autonomous mining drones and rovers Albatross maritime reconnaissance drones Sandpiper environmental-cleaning robots TugBot autonomous marine systems Human-carrying rescue drones Most of these systems remain protected-IP concepts or active R&D, while VHL is described as previously prototyped. That makes EyeX substantially earlier-stage than Pronto—but its intended scope is also much wider. The potential NRED architecture looks like this: MetalCore finds the target. EyeX understands the terrain. EyeX Robotics reaches it and acts. Field observations and assays make MetalCore smarter. Interestingly, this maps directly onto Atoms’ own three-step definition of physical AI: Understand the physical world Predict its future state Control the physical world For NRED: EyeX provides understanding. MetalCore provides prediction. EyeX Robotics provides physical action. The major distinction is that Atoms is already automating material movement inside producing mines and quarries. NRED and EyeX could potentially build an autonomous system spanning mineral discovery, field investigation, terrain access, mine development and eventually operations. The timeline is also interesting. NRED announced its exclusive EyeX diligence process nine days before Atoms disclosed its $1.7 billion financing with Uber. However, Atoms had already publicly launched its mining strategy and plans for Pronto in March, so the accurate conclusion is that NRED moved before the Atoms financing announcement—not before Atoms entered mining. Atoms’ financing does not prove EyeX’s technology or determine NRED’s valuation. But it is major validation of the broader thesis that specialized robotics, physical AI and autonomous mining could become one of the next large technology markets. The central question: Will the biggest opportunity belong to companies automating haulage inside existing mined

Victor Renard

76,323 просмотров • 17 дней назад

"Elon owns 𝕏 now. There's a massive difference in the mix of ideas that can get out there." "You're allowed to be optimistic about things. Where before, everything had to be negative." travis kalanick on why now is the right time for Atoms to come out of stealth: "The world is different." "This sounds crazy, but in 2017, the media world was actually more negative than it is today, partly because of shows like this. It's like - let's bring some optimism to the party. Can we get excited about what the future looks like and what's being built?" "That's the difference between today and then. When 95% of all press is negative, you're like - 'Why engage?'"
4:01

"Elon owns 𝕏 now. There's a massive difference in the mix of ideas that can get out there." "You're allowed to be optimistic about things. Where before, everything had to be negative." travis kalanick on why now is the right time for Atoms to come out of stealth: "The world is different." "This sounds crazy, but in 2017, the media world was actually more negative than it is today, partly because of shows like this. It's like - let's bring some optimism to the party. Can we get excited about what the future looks like and what's being built?" "That's the difference between today and then. When 95% of all press is negative, you're like - 'Why engage?'"

TBPN

44,132 просмотров • 5 месяцев назад

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV
5:51

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV

Sean Henry

1,275,331 просмотров • 2 месяцев назад