Travis Kalanick: "A lot of folks think I'm back. I've been working my ass off the whole time. I just haven't been talking about it." Eight years, thousands of employees, multiple industries, none of it on LinkedIn, and now the biggest check Ben Horowitz has ever written. @travisk joins @bhorowitz and @eriktorenberg for a fireside chat to discuss Atoms: an industrial AI company that sees manufacturing, real estate, and logistics as the CPU, storage, and network of the physical world: 00:00 Intro 01:30 The Uber video from 10 years ago 04:26 Bits, atoms, and the three computing primitives 07:37 Can a delivered meal cost less than the grocery store? 10:16 Standing next to a TCP packet 11:59 Ride-sharing was the gold medal. Transport is full of silver 13:59 Resistance to change is the final boss 22:22 Why he didn't buy Lyft 24:09 Best idea wins 28:13 Blood, sweat, and ramen 32:32 When it gets easy, push harder 36:18 Showing up to the fundraise like a guy selling watches 45:46 Dirty fuel vs. falling in love again 48:31 Be uniconic