The a16z Show

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Building the Physical AI Stack | Travis Kalanick on TBPN

Explore episode Jul 23, 2026

Where this was said

Go-to-Market in Mining: The Amazon and Iraq-Saudi Border

At 10:37 · chapter starts 7:10

One of the hosts asks how Atoms sells into the mining industry, and Kalanick's answer is immediate: 'It's the frickin' best.' He explains that enterprise mining go-to-market is an entirely different animal from consumer playbooks — there are no viral growth loops or city launch stunts. Instead, Kalanick personally flies to the most remote mines on earth. He describes dropping into the deep Amazon in northern Brazil, landing at tiny airports on what felt like 'a tarmac in the DMZ,' to visit Vale, the world's largest iron ore mining company and an existing Atoms customer. From there, he flew straight to the Iraq-Saudi border, where GPS jamming forced his pilots to land old-school, visual-only. The anecdote captures both the extreme geography of the mining market and the personal, relationship-driven nature of enterprise sales in a capital-intensive industry.

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