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TK

Travis Kalanick

Guest on the All-In podcast · commentary only

Commentary — not scored

Travis Kalanick weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.

In their words

OpenAICommentary
Growth is king right now in this, in this world, in this segment. Growth is the whole damn thing. And if Anthropic is growing faster than OpenAI by a significant clip, the investors right now are going to play it forward.
E269· Apr 17, 2026
AnthropicCommentary
If Anthropic is funding theirs through revenue, and other folks are funding it through investment, there's like a short-term— that's a short-term solve. But in the long run, whoever is scaling their actual usage... with contribution
E269· Apr 17, 2026
TeslaCommentary
cheap AI makes cheap autonomy. Okay? So if, as cheap AI gets out there and proliferates and gets broadly distributed, we should expect autonomy gets easier and easier and easier. And you see some of the stuff that's happening with Tesla and
E213· Jan 31, 2025
WaymoCommentary
You get in a Waymo today and it's like, you're not even thinking twice. You're just like, it's all good. You just get in, you get out... The technology works.
E213· Jan 31, 2025