When the pirate becomes the navy, the rules change — what was acceptable as an upstart is not okay when you're the big dog.
Kalanick reflects that startup tactics acceptable for a small underdog become unacceptable once you are the dominant player, which he failed to internalize at Uber. ✦ AI generated
Travis Kalanick · a16z Podcast · 2026-07-22 · original ↗
starts at this moment · 18:45
when the pirate becomes the navy. When you're the upstart and you're battling the man, you can go hard in ways that if you do it when you're the big the big dog, it's not okay. … And I didn't I hadn't consumed that information.
verbatim transcript · starts at 18:45
18:45>> it's not okay. >> Yeah. It's very that you're viewed entirely differently. >> Yeah. And I didn't I hadn't consumed that information. [laughter] It actually helped me because, you know, when we started the firm, we were the upstart >> and I I talked just [ __ ] crazy [ __ ] about the other VCs and this and that and you know, call them [ __ ] and
19:05>> but like at some point like I could feel it turning. Yeah. >> And I remembered what happened to him and I was like >> and we we actually had a whole thing like we're not the pirates anymore. Don't say that type of stuff. Like be >> be chill. >> We had Yeah. We had this thing where um we would against Lyft we would uh we would recruit the drivers on Lyft um to
19:31bring them over to Uber so that uh it was hard for Lift to build supply um and we would aggressively do it and we had a program for it internally which we called shoplifting. [laughter] >> Okay. ju just that that name by the way like forget about all the I I know some of the techniques they used >> very [laughter] aggressively but that name you can't use that name
19:54>> it's just not a thing and I remember um you know David Drummond from Google was on our board and he's like you know Travis that's not a thing dude [laughter] you got to change it and then I had of course like antitrust training which are like at the time again I'm like this small startup kid. I'm like, "Any trust? What the hell is that?" Legal people
20:17telling me whatever. They're like, "Look," I'm like, "I can't wait to have that problem," you know? And uh they're like they're like, "Look, here's the thing. The way you call projects, it has to be appropriate for like a a a 10-year-old basketball team." So, it went from Shoplift to the National, sorry, the North American Championship Series. We call it the NACS. >> [laughter] >> And we had a whole very heavy duty
- ·Upstart tactics become unacceptable at scale.
- ·Kalanick: "When the pirate becomes the navy."
- ·He admits he failed to internalize this shift.
- ·Said he "hadn't consumed that information."
- ·As an underdog, you can "go hard" against the man.
- ·The same tactics are not okay when you are dominant.
- ·Kalanick says he didn't realize the rules changed.