This is our full interview with Travis Kalanick, recorded live on TBPN.

We discuss why he kept City Storage Systems in stealth for nearly eight years before reemerging as Atoms, unpack how his bet on real estate, robotics, autonomous delivery, and industrial infrastructure is designed to bring the economics of prepared food closer to grocery-store prices, and debate what the next era of physical AI could look like from mining and transport to specialized robotics, capital wars, and a future where human labor becomes the critical bottleneck in an increasingly automated world.

TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays from 11–2 PT on X and YouTube, with full episodes posted to podcast platforms immediately after.

Described by The New York Times as “Silicon Valley’s newest obsession,” TBPN has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

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