CloudKitchens

11 statements across 4 episodes · 8 bullish · 0 bearish · 2 people on the record · first statement Sep 12, 2024 by Travis Kalanick · said 32 times in 11 episodes since 2024 · across every show →

Mentions by year

brought up most by Jason Calacanis (20), Chamath Palihapitiya (10), Travis Kalanick (1), Dara Khosrowshahi (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas Mar 17, 2026 · 1 mention · from 2:35
every mention in 2026, scene by scene →

2025 16 mentions in 8 episodes 2 per episode

Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg Sep 4, 2025 · 3 mentions · from 4:57
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough Aug 29, 2025 · 3 mentions · from 1:03:37
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks Jan 31, 2025 · 3 mentions · from 1:11
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀 Apr 24, 2025 · 2 mentions · from 13:36
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! Jan 25, 2025 · 2 mentions · from 8:54
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement Sep 17, 2025 · 1 mention · from 19:19
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs Jul 11, 2025 · 1 mention · from 2:51
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes May 31, 2025 · 1 mention · from 29:10
every mention in 2025, scene by scene →

2024 15 mentions in 2 episodes 8 per episode

Travis Kalanick | All-In Summit 2024 Sep 12, 2024 · 14 mentions · from 1:57
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? May 17, 2024 · 1 mention · from 1:14:12
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about CloudKitchens, oldest first

Sep 12, 2024 bullish

Disclosure

Kalanick: CloudKitchens is building 'atoms-based computers' starting with food

“Our company is really sort of building atoms-based computers and sort of Our first computer is really a food computer”

Travis Kalanick Sep 12, 2024 ▶ 8:07 Travis Kalanick | All-In Summit 2024

Sep 12, 2024 positive

Disclosure

Kalanick: Hundreds of thousands of restaurants use CloudKitchens software

“We also have a software division, so we have hundreds of thousands of restaurants using our software stack.”

Travis Kalanick Sep 12, 2024 ▶ 4:59 Travis Kalanick | All-In Summit 2024

Sep 12, 2024 bullish

Assertion Not checkable as stated

Kalanick: CloudKitchens software touches 18% of US online delivery

“We're seeing 18% of all online delivery in the U S as an example our software is touching.”

Travis Kalanick Sep 12, 2024 ▶ 12:01 Travis Kalanick | All-In Summit 2024

Sep 12, 2024 bullish

Prediction Not checkable as stated

Kalanick: CloudKitchens robots will deploy widely over coming quarters and years

“Have real, you know, robots that are gonna, that already Are out there, but are going to be out there in a really big way over the coming, you know, quarters and years.”

Travis Kalanick Sep 12, 2024 ▶ 5:16 Travis Kalanick | All-In Summit 2024

Sep 12, 2024 neutral

Disclosure

Kalanick: CloudKitchens robotics team was formed with former Uber ATG engineers

“We have a robotics division that, you know, got going with a lot of the original sort of Uber ATG guys, advanced technology group, the autonomy guys.”

Travis Kalanick Sep 12, 2024 ▶ 5:05 Travis Kalanick | All-In Summit 2024

Sep 12, 2024 positive

Disclosure

Kalanick: CloudKitchens operates facilities across 30 countries

“Currently, I think we have real estate. We have facilities in all the major cities, and 30 countries around the world.”

Travis Kalanick Sep 12, 2024 ▶ 4:49 Travis Kalanick | All-In Summit 2024

Sep 12, 2024

Assertion Not checkable as stated

Kalanick: CloudKitchens' food packaging process requires no human contact

“So once the dispensers are full of food, nobody touches it, and what comes out on a conveyor belt is bags of food that get delivered.”

Travis Kalanick Sep 12, 2024 ▶ 9:47 Travis Kalanick | All-In Summit 2024

Jan 31, 2025 positive

Assertion Partly supported

Travis Kalanick reveals CloudKitchens operates tens of thousands of delivery kitchens globally

“We, of course we have the real estate, so we have kitchens, you know, tens of thousands of kitchens around the world.”

Travis Kalanick Jan 31, 2025 ▶ 5:56 DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

Jan 31, 2025 positive

Disclosure

CloudKitchens will roll out automated bowl builders to five customers in April

“We're rolling out with five customers in April that are using the machine”

Travis Kalanick Jan 31, 2025 ▶ 5:49 DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

Sep 17, 2025 positive

Disclosure

Uber collaborates with ousted founder Travis Kalanick's CloudKitchens business

“So we're, we actually work with Travis and his cloud kitchens business.”

Dara Khosrowshahi Sep 17, 2025 ▶ 19:19 Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

Mar 17, 2026

Assertion Supported

Kalanick: CloudKitchens operates in 30 countries

“So we operate in 30 countries.”

Travis Kalanick Mar 17, 2026 ▶ 2:26 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas

CloudKitchens

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