Industrial AI targets trillion-dollar markets
Kalanick argues that food production, mining, and manufacturing are each multi-trillion-dollar markets that will be fully automated by industrial AI.
Snapshot · The a16z Show
Ben Horowitz and Travis Kalanick on Building Again
Explore episode
Aug 14, 2026
Where this was said
Uber's Original Culture: Meritocracy and Toe Stomping
At 4:29 · chapter starts 3:05
Ben Horowitz delivers a pointed retrospective on Uber's original culture document, singling out 'meritocracy and toe stomping' as the essential ingredient that was diluted when Kalanick departed [1] — Travis Kalanick "Uber's original culture document prized meritocracy and 'toe stomping' — a willingness to upset people in service of the best idea. Kalanic…" 02:55 . The idea — essentially that you must be willing to upset people in service of a better outcome — resonated with Kalanick deeply enough that he's rebuilt it at Atoms under the banner of 'best idea wins.' Horowitz invokes Andy Grove's Intel philosophy of 'constructive confrontation' as the intellectual ancestor of the same idea. Together, they make the case that the willingness to create productive conflict is not a personality flaw but a competitive weapon — and that companies which sand it down in the name of harmony are choosing comfortable mediocrity.
The Next Industrial Revolution: Food, Mining, Manufacturing
Automated food production cheaper than grocery shopping. Mining companies that own nothing but real estate. Kalanick believes these are near-certainties, not moonshots, and they dwarf anything digital AI has done to enterprise software.
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