Today I learnt about ATOMS and I am gobsmacked.
Travis Kalanick, the founder of Uber, is building Physical AI.
In 2009, he set out to digitize the taxi industry. By 2017, investors asked him to resign and he stepped down.
Then he “disappeared” for 8 years.
But really he was stealthily building a massive industrial engine under City Storage Systems with thousands of employees.
Two days ago he revealed the grand plan and his move to acquire Pronto:
ATOMS.
With a focus on food, mining, transport, and an aim to “Digitize the Physical World”.
In his TBPN interview he put it best:
“The whole idea was, can you get a meal that’s prepared and delivered to you so efficient that it starts to approach the cost of going to the grocery store? Because if you do, you do to the kitchen what Uber did to the car.”
The Fourth Manufacturing Paradigm
I see this as the next manufacturing paradigm and it is fast approaching.
We’ve had three major ones so far:
- Standardized interchangeable parts
- The assembly line
- The cargo container
This fourth one is about applying systematization to the physical world the same way we do with software.
In my own work day to day, AI has quickly transformed my process from writing code to focusing on the orchestration of systems that the AI operates in.
I see the same focus in the ATOMS vision.
Self-Healing Systems in the Physical World
When the physical world can adapt autonomously, when it can close the loop between error and fix - things get cheaper, faster, and more abundant.
It’s self-healing applied to the physical world as hyper-local manufacturing:
From cars moving through a city to dark kitchens and autonomous mining.
When you can spin up factory cells in every city, you no longer need large, centralized plants.
Sidestepping the Humanoid Hype
What I found interesting is how they are sidestepping the humanoid hype.
While computers are great at complex logic, basic physical movement is still incredibly hard for machines.
So, Travis is building specialized robots that are gainfully employed.
As he said in his vision:
To humanoid or not to humanoid, that is the question
The company’s answer: building standardized, autonomous platforms that can be outfitted for specific jobs like hauling ore in a mine or moving pallets in a kitchen.
This is how they make the physical world as programmable as software - I am very excited to see what ATOMS does next!
