Travis Kalanick Launches Atoms to Automate Physical Industries

After being forced out of the company he co-founded and spending nearly a decade in operational silence, former Uber CEO Travis Kalanick has re-emerged with an ambitious declaration: he wants to digitize the physical world. On March 13, 2026, Kalanick publicly unveiled Atoms, an industrial robotics company that absorbs his ghost-kitchen venture CloudKitchens and expands into mining and transportation — a move that reunites some of Silicon Valley's most controversial figures in autonomous technology and raises fundamental questions about the future of physical labor [1][2].

From Ghost Kitchens to 'Gainfully Employed Robots'

The announcement, made on the TBPN podcast and accompanied by a 1,600-word manifesto published on the company's website, marked the end of what Kalanick himself described as an eight-year stealth operation involving "thousands of employees" [3]. The company is built on the bones of City Storage Systems (CSS), the holding company Kalanick founded in 2016 after investing $150 million of his own money following his departure from Uber [4].

CSS's most visible asset was CloudKitchens, which converted distressed real estate into delivery-only kitchen facilities — industrial commissaries serving DoorDash, Uber Eats, and Grubhub orders. The ghost-kitchen venture grew rapidly behind at least $850 million in fundraising, including backing from Saudi Arabia's Public Investment Fund and Microsoft, reportedly reaching a $15 billion valuation by 2022. It expanded to over 400 locations across 30 countries [5][6].

But CloudKitchens also attracted widespread complaints from restaurant operators over its business practices and faced lawsuits from both former employees and customers. Its East Oakland facility shuttered in late 2025, and a planned IPO of its Middle Eastern unit was delayed [7][8]. Now, CloudKitchens has been folded into Atoms as a subsidiary — a clear signal that Kalanick views the ghost-kitchen business as merely a stepping stone in a far larger vision.

The Atoms Architecture: Food, Mining, Transport

Atoms is organized into three divisions, each targeting a distinct physical industry [1][2][9]:

Atoms Food — The food division inherits CloudKitchens' infrastructure and adds two key technology arms. Otter, a software suite already used by restaurants for order processing and delivery-app advertising, becomes part of the Atoms ecosystem. More significantly, Lab37 — a robotics R&D unit based on the outskirts of Pittsburgh — has developed the "Bowl Builder," a 19-foot-long kitchen robot capable of automating up to 40% of the manual labor involved in food preparation. The machine can dispense from 18 different modules and occupies less than 60 square feet per unit [10][11].

Atoms Mining — The mining division represents Kalanick's boldest bet. To anchor it, Atoms is acquiring Pronto, an autonomous vehicle startup focused on off-road industrial and mining sites. Kalanick revealed on the podcast that he is already Pronto's "largest investor" and that the acquisition deal could close imminently [1][2]. Pronto, co-founded by Anthony Levandowski, has developed Level 4 autonomous haulage truck systems using GPS, cameras, and radar-based navigation. In July 2025, Pronto acquired its rival SafeAI, expanding its capabilities from small quarries to large-scale mining operations [12][13].

Atoms Transport — The third division centers on what Kalanick calls a "wheelbase for robots" — a standardized mobility platform equipped with power, compute, and sensors that can be outfitted with specialized payloads for different industrial tasks. Kalanick has explicitly distinguished this from the humanoid robot trend, stating: "Humanoids have their place, but there's a lot of room for specialized robots that do things in an efficient, sort of industrial-scale kind of way, which is sort of where we play" [1][9].

The Kalanick Manifesto: Treating Atoms Like Bits

The intellectual framework underlying the venture is laid out in Kalanick's manifesto, which draws an extended analogy between computing and physical industry [3][9]. The comparison is deliberately systematic: if processors manipulate bits, manufacturing manipulates atoms; if data centers store bits, real estate stores atoms; if networks move bits across distances, transport and logistics move atoms.

"The imperative is movement and action in the physical world with a software-like perspective on physical automation," the manifesto states. Kalanick describes this as his "life's work" — digitizing the physical world [9].

The vision is intellectually coherent, if grandiose. Kalanick is essentially arguing that the same logic that allowed software to eat the world of information can be applied to heavy industry — that food preparation, mineral extraction, and goods movement are computational problems awaiting the right platform abstraction.

The Levandowski Factor

Perhaps the most scrutinized element of the Atoms announcement is the pending acquisition of Pronto and the reunion it represents between Kalanick and Anthony Levandowski [1][2][12].

Levandowski's history is among the most dramatic in Silicon Valley. A co-founder of Google's self-driving car program (which became Waymo), he departed in 2016 and founded Otto, a self-driving truck startup acquired by Uber for approximately $680 million. Waymo subsequently sued Uber, alleging Levandowski had downloaded over 14,000 confidential design files before his departure. The case settled in 2018 with Uber paying approximately $245 million in equity [14][15].

Levandowski's legal troubles went further. In 2020, he pleaded guilty to a single count of trade secret theft and was sentenced to 18 months in prison, along with $756,499 in restitution to Waymo. He received a presidential pardon from Donald Trump in January 2021 [14][16].

After his release, Levandowski pivoted to off-road autonomy with Pronto, focusing on controlled environments like mines and construction sites rather than public roads — a strategic choice that sidesteps the regulatory and technical challenges that have hampered consumer autonomous vehicles [12][13].

Kalanick's decision to bring Levandowski back into his orbit will be polarizing. To supporters, it represents two proven operators combining complementary expertise in a domain — industrial autonomy — where the technology is more mature and the operating environment more forgiving than city streets. To critics, it raises questions about corporate governance and accountability.

Uber's Shadow: Major Backing Reported

Adding another layer of complexity, The Information reported on the same day as the Atoms unveiling that Kalanick had been discussing a new autonomous vehicle venture backed by Uber [17]. The report, citing people familiar with the matter, indicated that Uber would provide "major backing" to Atoms.

City Storage Systems has already raised over $1 billion in equity and debt financing. If Uber — a company that famously sold off its own autonomous vehicle unit, ATG, to Aurora Innovation in 2020 — is indeed backing Kalanick's return to the space, it would represent a remarkable full-circle moment [4][17].

Atoms' website makes no mention of Uber, and the company has not publicly confirmed the relationship. But the personnel overlaps are striking. Eric Meyhofer, who ran Uber's self-driving unit before it was sold, now leads Lab37 in Pittsburgh [10][11]. Between Meyhofer and the pending Levandowski acquisition, Atoms is assembling the core brain trust of Uber's ill-fated autonomous vehicle program — and redirecting it toward industrial applications.

The Market Context: Industrial Robotics Booming, Manufacturing Employment Declining

Atoms enters a market experiencing significant tailwinds. The global industrial robotics market, valued at approximately $23.5 billion in 2025, is projected to reach $47 billion by 2032, growing at a compound annual growth rate of 10.5% [18]. Annual robot installations globally topped 500,000 units for the fourth consecutive year in 2024, reaching 542,000 — more than double the figure from a decade earlier. Installations are expected to grow by 6% to 575,000 units in 2025 [18].

Source: GDELT Project

Data as of Mar 14, 2026CSV

Simultaneously, U.S. manufacturing employment has been on a steady downward trajectory. Bureau of Labor Statistics data shows manufacturing employment declining from a post-pandemic peak of approximately 12.9 million jobs in early 2023 to 12.57 million in February 2026 — a loss of roughly 330,000 positions over three years [19]. This backdrop of labor contraction creates both the demand signal for automation and the political sensitivity around it.

Source: Bureau of Labor Statistics

Data as of Mar 14, 2026CSV

The autonomous mining sector that Atoms is targeting through Pronto is itself a growth area. Major mining companies have been investing heavily in autonomous haulage systems, with Caterpillar, Komatsu, and others deploying driverless trucks at scale. Pronto's approach — retrofitting existing mixed fleets rather than requiring purpose-built autonomous vehicles — could offer a more accessible entry point for mid-market mining operations [12][13].

Questions and Risks

For all its ambition, Atoms faces significant questions. The company has operated in stealth for eight years — a length of time that raises questions about what, precisely, has been built. CloudKitchens' trajectory was hardly a smooth trajectory of growth: location closures, delayed IPO plans, operator complaints, and lawsuits suggest operational challenges that the rebrand does not automatically resolve [7][8].

The pivot from food delivery infrastructure to mining and transport is a significant leap. While the manifesto's "atoms as bits" framework provides conceptual unity, the operational realities of running kitchen robots, autonomous haul trucks, and general-purpose industrial platforms are vastly different. Each vertical requires distinct regulatory expertise, customer relationships, and go-to-market strategies.

There is also the question of Kalanick himself. His tenure at Uber was marked by extraordinary growth but also by a toxic workplace culture, sexual harassment allegations against the company, and a federal investigation into the use of software to evade regulators — all of which contributed to his forced resignation in 2017 [4]. His manifesto's declaration that "I never left" is characteristically defiant, but investors and potential partners will want evidence that the operational discipline matches the rhetorical ambition.

The Bigger Picture

Atoms sits at the intersection of several converging trends: the maturation of autonomous vehicle technology, persistent labor shortages in manufacturing and extraction industries, the growing sophistication of robotic manipulation systems, and the proven model of platform businesses that Kalanick helped pioneer at Uber.

Whether Kalanick can translate the "platform for everything" approach from ride-hailing to physical industry remains to be seen. The technical challenges are real, the competitive landscape is crowded, and the founder's reputation carries baggage.

But the scale of the vision — and the fact that it has been quietly developed over eight years with billions of dollars in capital and thousands of employees — suggests this is not a vanity project. Kalanick is betting that the next great technology companies will not merely move information but will move, build, and transform physical matter. In his framing, the digital revolution's next chapter is written not in bits, but in atoms.