Manufacturing, Real Estate, and Transport Are the Physical Computing Stack
Travis Kalanick · FULL INTERVIEW: Uber Founder Travis Kalanick is Back with a New AI Startup · Mar 13, 2026 · at 32:04
Uber co-founder Travis Kalanick shares his mental model for building physical AI and infrastructure businesses.
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“But if you're treating atoms like bits, digitizing the physical world, CPU manipulates bits, what manipulates atoms? Manufacturing. Storage stores bits, what stores atoms? Real estate. Network moves bits from point A to point B, what moves atoms? Transport, logistics.”
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