Last week, at Summit In Los Angeles, billionaire businessman Travis Kalanick gave the participants a rare look at his vision for the future of his newer company, Cloud. While today the eight-year-old Los Angeles-based uniform is known for a growing portfolio of real estate he uses to accommodate-and create-restaurants that use his kitchens to fulfill food traditions, Kalanick hints at a complete future. In fact, it seems to intend to ultimately deliver AI meals directly to customers.
Kalanick brought the issue twice, in different contexts. First, during his informal seated with the organizer of the Peter Diamandis conference, he also drew between cloudkitchens and previous disorders in other industries. He noted that taxi applications existed before Uber, but said that their mistake was trying to get a “slice” of the existing market. This market, he explained, was as small and unreliable, as taxis could easily bypass applications. Kalanick also mentioned Zynga gambling company, which initially created its activities on the Facebook platform, only to undermine it later by the social media giants.
Returning to Cloudkitchens, he pointed out that restaurants based on Uber Eats or Doordash face similar challenge. “You get performance optimization to one thing that is built for something else,” he said. If you are “on someone else’s platform,” he warned, “they can push you.”
Later, when a member of the audience asked Kalanick about the future of Cloudkitchens and the use of AI, Kalanick hints that Cloudkitchens is not satisfied to provide restaurants forever. He spoke, for example, about cooking-as a service-as driving has become a service instead of something we all do for ourselves-and insisted that healthy meals will be available to everyone and not just the rich. “
He also spoke at a high level about the role of AI in the conversion of the natural world, distinguishing between “AI for pieces” (such as AI chatbots such as chatgpt, Deepseek and Grok) and what Kalanick is called “Atoms Ai”, which means AI that interacts with the natural world. Here, autonomous cars and humanoid robots were mentioned, noting that the “ball game” is changing.
Unfortunately, instead of Poke further, Diamandis was transferred to the question of the next participant. And Kalanick has not yet responded to a request for more information. But if the final idea is to deliver customers with optimized breakfast, lunch and dinner, Kalanick is not the only billionaire trying: Marc Lore e -commerce businessman has increased significant funding for a venture, WonderWhich started as a ghost kitchen, but extends its ambitions steadily-and is actively talking about it.
Last November, when New York -based uniform acquired the GrubHub delivery service, Lore told TechCrunch that Wonder aims to “put the tracks together to … manage what you eat and your health in a way that has never been done before”.
During the same personal interviewLore went into great detail, painting a future, where the AI meal planning is flawlessly integrated with a customer’s nutritional preferences, health goals and mobile data. Describing an AI system that could adapt the real -time -based meal recommendations, such as, say, the results of blood tests showing high levels of mercury, said Wonder’s “Big Vision” is to be “the super app for mealtime”.
It was heard at the moment like the imagination, the idea of waking up to a personalized meal design that focuses on the health designed by AI. However, both Kalanick and Lore have historical records for the disorder of industries that did not seem vulnerable to disorder – Kalanick with Uber, and Lore with jets.com. If they target the same future-where food services guided by AI completely replace traditional cooking-adds credibility to the idea that this shift may not be a matter of “if” but when “.
Wonder has so far increased $ 1.6 billion from investors. Cloudkitchens has increased a similar amount of funding, though it has stricter than everything it does to date.
