Travis Kalanick Is Back | Building the Future of Industrial AI

Travis Kalanick Is Back | Building the Future of Industrial AI – The a16z Show

Market views

Bullish

TSLA— Tesla praised for manufacturing expertise and ability to scale autonomy. Mentioned as having existence proof in autonomy and as the go-to source for manufacturing talent in America.
AUTONOMY— Autonomous vehicles and robotics are reaching human productivity levels in mining and will see super exponential growth. Multiple speakers emphasize autonomy as inevitable across transport, mining, and food delivery.
ROBOTICS— Food robotics and industrial automation are key to transforming physical industries. Manufacturing line for robots launching Q4, with production costs expected to drop 50%.
DATACENTER— Data centers are becoming dramatically more valuable as compute demand increases. Described as a manufacturing problem that represents the return of manufacturing jobs to America.
AIMODELS— AI and machine learning are enabling the modeling and automation of the physical world, with more interesting problems to solve than in the digital world due to greater complexity and variables.
INFRA— Physical infrastructure and real estate optimized by technology becomes more valuable over time, unlike digital storage. Industrial AI stack of software, sensors, robotics, and machinery will transform entire industries.

Bearish

DOORDASH— DoorDash was at only 5% market share when Travis left Uber, and Uber was losing market share slowly. Implied that without the 2017 crisis, Uber would have dominated food delivery.

Not investment advice.