Uber founder Kalanick: Tesla is the dominant force of the physical AI age

rohanpaul_ai · x · 2026-09-16

In a video interview, Uber co-founder Travis Kalanick argues Tesla is the dominant force of the coming physical AI age, citing its inference silicon, real-world data, battery chemistry, and manufacturing capabilities.

He invokes a historical pattern: every tech era has one company investors fear — startups used to die because Google or Uber could add a feature and erase a competitor's value. Today, he says, Tesla holds that same intimidating position in the physical world.

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