The Guesties
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
OpenAI→Commentary
“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
Anthropic→Commentary
“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