YouSaid · the spoken record

Travis Kalanick

lines on the record: 54
first: 2026-03-19
most recent: 2026-03-19
sittings or episodes: 1
sources: podcast

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“Already priced in. And if you start parsing it out, I think what happens is it's as simple as this. If you look at the forecast, company did $215 million in revenue last fiscal year up from $130, I think, the prior year. The forecast is mid-300s next year. So the soundbite was 25 next year, I should say this year to be precise. The soundbite was half a trillion dollars of demand over the next two years. And that was a soundbite a year ago. And now the soundbite is a trillion dollars in demand. But if you listen carefully, it includes 27. And lo and behold, if you go and check the analyst forecast for 27, it's in the mid-400s. So it turns out if you add 500 and 400 and then you apply a salesman's roundup, you get to a trillion dollars. Another way of translating that wonderful, amazing number of a trillion dollars is the analyst forecasts for the next two or three years look roughly right. So once the analysts process that, the stock said, yep, no new one.”
2026-03-19 · The Twenty Minute VC · 20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling · IDENTIFIED FROM THE TRANSCRIPT · source
“On everything and all the things where you see, and they're at risk, they're at risk from their customers using TPUs from Google and from Amazon. But man, everything from already integrating Grok to data centers in space to crossing a trillion dollars in bookings to NemoClaw just feels like a company firing on about 13 cylinders. Yeah. So I'll come back to mis portrayal of what I said later, Jason. But let's hit the main point because it's all about, in the end, it's all about the money, right? Super interesting kind of counterpoint on something. On the one hand, you are extraordinarily aggressive number, a trillion dollars in revenue. On the other hand, stock moved less than 1%. Why?”
2026-03-19 · The Twenty Minute VC · 20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling · IDENTIFIED FROM THE TRANSCRIPT · source
“To me, I mean, listen, the interesting thing which you don't even have to watch anything, you just have to look at the Twitter stream, is the sheer sense of energy and momentum and confidence there and the confidence to do things not only talk about data centers in space, but launch things like NemoClaw, which are their version of OpenClaw to launch a partnership with thinking machines and others for their own open source LLMs. I mean, they're just going for it, right? And you can just smell the, I mean, obviously NVIDIA is a pretty good stock in a pretty good company at the center of AI, but you can just smell the companies in decline. You can smell the company struggling. You can smell open AI struggling right now. You can just smell it. You can smell the code red and the fact that they said yesterday we have to concentrate on enterprise. We have to stop side projects. It's not a criticism. I mean, anytime you've worked with any startups, you see the seasons. But man, this is summer at NVIDIA. I mean, they're on fire.”
2026-03-19 · The Twenty Minute VC · 20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling · IDENTIFIED FROM THE TRANSCRIPT · source
“But man, this is summer at NVIDIA. These are unprecedented levels of CapEx spend. And now we're forecasting them to keep going for four or five years. Wall Street is simple. If you give them growth, they leave you alone. If you don't give them growth, you better give them profitability. And if you don't give them either, they're going to bust your chops. And today, compute eats jobs. You do not need to be technical to win with AI agents in Q2 of 26. You do not need to be even 1% technical. The bigger your fund size, the more you have to be a power law junkie. There's no investment opportunity so good that excess capital won't destroy it. I think Travis Uber would be a trillion dollar company today because it would be five years ahead of where it is today.”
2026-03-19 · The Twenty Minute VC · 20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling · IDENTIFIED FROM THE TRANSCRIPT · source