All-In

Travis Kalanick × Michael Dell

Atoms is extending Kalanick’s physical-computing architecture from food into mining automation through its near-closing Pronto acquisition, targeting more productive, safer, and potentially remote mines.Dell’s AI-infrastructure revenue is scaling toward $50 billion amid excess demand, while enterprise adoption and edge inference remain constrained by re-architecture, leadership, identity, and controls.

Elon Musk × Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg

Grok is moving X toward semantic ranking and search across text, images, and video, initially processing the top 10 million of roughly 100 million daily posts.Grokipedia’s broader, maximally truth-seeking corpus remains unproven amid factual errors, while Tesla’s Cybercab, Optimus, and inference ambitions depend on safety gates and Musk retaining roughly 25% voting influence.

Dara Khosrowshahi

Uber’s autonomy strategy is to be a demand platform for more than 20 partners, subject to safety and economics.Khosrowshahi wants AVs to be “multiple times safer than a human being,” which he says is achievable; he also argues autonomy could eventually save millions of lives, lower mobility costs and expand the on-demand market.Falling…