The Ledger
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China Forced Apple To Invest $1 Billion Into Didi, Kalanick Claims
“They made Apple invest a billion dollars in Didi, and Apple doesn't invest anything in anybody.”
Kalanick: Major Uber Investor Ran 6-Month PR Opposition Campaign Against Him
“If an investor is running a political oppo campaign against you for six months, sort of generating a crisis every week for six months straight, it's going to wear you down.”
Kalanick warns municipalities may restrict autonomous vehicles like they did scooters
“Guys, like, we should watch for this in the autonomous car space too. Cities may get acute and start doing things like that. And what they did on scooters, they could do on cars.”
Kalanick: Waymo takes 100x more energy to drive than a human
“The Waymo machine takes a hundred times more energy to drive a Waymo than a human does to drive a Waymo.”
Travis Kalanick expects cheaper AI to paradoxically increase total industry revenue
“When AI gets cheap, you know what's going to happen, guys? There's going to be a lot more AI, right? I don't think, I think the price elasticity on this one is actually positive. So as the price goes down, the revenue usage, everything's going to go up.”
Travis Kalanick calculates a $500B surplus using 2019 spending and 2024 revenues
“2009, if we took 2019 spend, right, the year before COVID, and put it up against 20, 24 revenues, five hundred billion dollar surplus.”
Travis Kalanick says all-EV ride-sharing would require doubling California's energy capacity
“If all of the miles in California went EV ride sharing, you would need to double the energy capacity of California.”
Travis Kalanick warns expanding California's grid by 10% will take years
“Even getting 20% more, 10% more is going to be a gargantuan five to 10 year exercise.”
San Francisco Threatened Kalanick With 90 Days in Jail Per Uber Ride
“I got threatened by the city of San Francisco and the state of California three months after we launched Uber with 90 days in jail for every ride that had occurred.”
Kalanick: Uber gained market share whenever competitors skipped surge pricing
“Any time we were doing surge pricing and our competitor wasn't, we knew we were gaining market share because somebody could just come to us and get a ride when in the other system they couldn't.”
Kalanick: 13% of San Francisco vehicle miles were Uber when he departed
“When I left Uber, 13% of all San Francisco miles were Uber miles.”
Kalanick: Rare earth minerals are constrained by regulation, not physical scarcity
“Yeah, but it's not rare. It's what you have to do to the land is aggressive, and what's rare is the, is, is where the, where are the places they'll let you do it that you can also sort of get people to.”
Kalanick: Lab37 robotic assembly cuts kitchen labor costs to 7-10% of revenue
“When they're running our machine, it's between seven and 10% of revenue.”
Kalanick: Uber Eats and DoorDash represent only 2% of US meals
“Uber Eats and DoorDash, they represent like 1.8% or two percent of all meals right now.”
Travis Kalanick predicts people will only cook as a hobby
“Look people will cook in the future as a hobby.”
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.”
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.”
Kalanick: Average Uber driver worked eight hours weekly during his tenure
“And let's be clear, the average Uber driver during my, you know, let's say at the end of my tenure was eight hours a week.”
Uber Burned $75 Million Per Week During China Battle Peak
“So I think at the peak right before, right as we were negotiating the term sheet, we pushed, we were burning, I think it was. Seventy five million dollars a week.”
Kalanick: Uber turned $1.5 billion into an $8–$9 billion Didi stake
“So we turned a bill and a half into eight or nine. I can't remember the exact math, but it's something like that.”
Kalanick: Lab37's food assembly machine produces 300 bowls per hour
“That machine right there does 300 bowls an hour.”
Kalanick: Tesla Hardware 5 will probably launch next year
“Hardware five is coming out on Tesla probably next year, which is going to make a big difference in what FSD can do.”
Travis Kalanick: Autonomous vehicle companies no longer use human data labeling
“You're some of the players in the autonomous software space, autonomous vehicle software space are no longer doing any labeling because the machines are doing it all.”
Travis Kalanick claims US food delivery apps are copying old Chinese features
“A lot of the innovation you will see coming out on Uber Eats or DoorDash Like the stuff that's coming out now is stuff that existed three years ago, four years ago in China, maybe longer.”
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.”
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.”
Kalanick: Uber launched ride sharing second to Lyft in almost every US city
“In almost every city in the US other than two, Portland, Vegas, We were number two in ride sharing for this reason.”
Kalanick: Uber private funding round cleared at $17B valuation
“It was 17, but you know, no one's counting.”
Kalanick: CloudKitchens was the largest built-kitchen provider in China
“For a long time, we're the largest built kitchen builders in China.”
Travis Kalanick says Saudi Arabia invested $3.5B before the Vision Fund existed
“We did stuff with the Saudis, Before even Vision Fund existed, they stroked a three and a half billion dollar check when that was like the biggest thing that ever happened.”