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Atoms

Category: Robotics / Embodied AI

Physical AI company building specialized industrial robots and automation systems for food, mining, and transportation sectors Atoms was founded in 2021. The company is led by Travis Kalanick. Based in Los Angeles, United States. Team size: 101-500. Total funding raised: $1.7B. Latest round: Venture Round. Key investors include Andreessen Horowitz (a16z), Bain Capital, Fifth Wall, Uber, Chemistry, A*, K5 Global, Abstract, SV Angel, Alpha Square Group.

Founded
2021
Headquarters
Los Angeles, United States
Team size
101-500
Total funding
$1.7B

Value proposition

Digitizing the physical world through "gainfully employed robots" — specialized, purpose-built industrial robots that automate food production, mining operations, and transportation logistics, treating physical automation as a software problem

Products and solutions

Atoms Food (CloudKitchens ghost kitchens, Lab37 Bowl Builder robot, Otter restaurant OS, Picnic office lunch delivery, ProFood food infrastructure), Atoms Mining (Pronto AI autonomous haulage systems for mining/quarry operations), Atoms Transport (wheelbase platform for robots, autonomous transport systems)

Unique value

Atoms builds "atoms-based computers" where manufacturing = CPU, real estate = storage, and transport = network, creating a full-stack physical AI platform spanning three massive industrial verticals under one unified company

Target customer

Restaurant operators and food brands (CloudKitchens, Otter, Picnic, ProFood); Mining and quarry operators (Pronto AI autonomous haulage); Logistics and transportation companies (Atoms Transport)

Industries served

Food service & restaurant tech, Mining & heavy industry, Transportation & logistics

Technology advantage

Eight years of stealth R&D building real-world physical infrastructure; vertically integrated across software, hardware, AI, real estate, and manufacturing; "gainfully employed robots" strategy focused on specialized industrial robots (not humanoids); Pronto AI's proven autonomous haulage technology with millions of tons hauled commercially; full-stack approach from ghost kitchens to mining autonomy

How they differentiate

Unlike humanoid robotics companies, Atoms focuses on specialized "gainfully employed robots" for specific industrial tasks; unlike pure software AI companies, Atoms owns the full physical stack (real estate, manufacturing, logistics); unlike single-vertical robotics startups, Atoms spans food, mining, and transport under one unified physical AI platform

Main competitors

Boston Dynamics (general-purpose robotics), Caterpillar (mining/industrial automation), Standard Bots / FANUC (industrial robotics), Waymo (autonomous transport)

Key partnerships

Heidelberg Materials (global autonomous haulage deployment across 100+ trucks), Komatsu North America (Smart Quarry Autonomous partnership), Uber (investor and strategic partner)

Notable customers

Heidelberg Materials (mining autonomy), Komatsu (mining autonomy partnership), CloudKitchens restaurant operators (food infrastructure)

Major milestones

2016: City Storage Systems founded by Travis Kalanick, 2018: Kalanick acquires CloudKitchens, 2021: Atoms entity founded (per StartupHub), 2026-03: Atoms publicly launched, rebranded from City Storage Systems, announced Pronto acquisition, 2026-04: Pronto acquisition completed, 2026-07: Raised $1.7B led by a16z with Ben Horowitz joining board

Growth metrics

Pronto AI autonomous haulage: over 2 million tons hauled at Heidelberg Materials' Lake Bridgeport, Texas quarry in under 8 months; 200+ open job postings as of July 2026; CloudKitchens operates in dozens of US cities

Market positioning

Premium industrial AI platform company positioned at the intersection of robotics, AI, and physical infrastructure, targeting massive legacy industries ripe for automation

Geographic focus

United States (primary), with global mining operations through Pronto's partnerships (Heidelberg Materials in multiple countries, Komatsu in North America)

About Travis Kalanick

Co-founder & CEO of Uber (2009-2017); Founder & CEO of City Storage Systems / CloudKitchens (2018-2026); Studied Computer Science at UCLA (dropped out)

Latest news about Atoms

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