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- Jul 2, 20261h 7m
Live in the Future
Naval with three founders who are living in the future: Garry Tan (Y Combinator), Daniel Francis (Abel Police), and Farbood Nivi (A-LIST). 00:00 Guest Intros 02:35 Living in the Future 03:58 Will AI Be Smarter Than the Smartest Human? 07:43 The Anthropic Breadline 09:59 The Tech Genie Is Out of the Bottle 12:33 Who Funded COVID? 14:25 Good Writing Is Novelty 18:50 Living Like It's 2028 24:32 Truth dot ai 30:18 Leaking the Weights to China 35:38 Feeling AI Anxiety 39:32 Have Your Agent Talk to My Agent 42:01 Open Source Rarely Surrenders the Lead 44:03 Is It Too Late for Google? 48:00 Riding the AGI 50:46 Will There Still Be a Startup Ecosystem? 54:05 Defending Taiwan 1:00:05 The California Empire 1:01:26 If the U.S. Falls 1:03:11 Universal Basic Robot 1:06:01 Humans as AI Handlers
- Jun 1, 20261h 10m
Full Episode: The AI Industrial Revolution
Full episode with 20 minutes of new material at the end. Software factories, vertical integration, the regulatory frontier, and the autonomous company. Part 1: Waste Tokens, Save Time 0:00 Intro — Three Frontier Founders 1:27 AI Software Factories 4:15 Waste Tokens, Save Time 5:47 Models Instructing Humans 9:29 Is Pure Software Dead? 12:03 You Don't Get Stuck Anymore Part 2: Vibe Coding Hardware 14:39 Vibe Coding a Turbine Blade 18:07 Open Source Compounds China's Advantage 20:15 You Always Want the Smartest Model 22:44 Software Still Needs Hands 24:43 Humans Are Becoming Verifiers Part 3: The Regulatory Frontier 27:53 The Regulatory Red Queen Race 32:32 Why There's No Innovation in Healthcare 36:49 We Need a True 50-State Experiment 40:31 China's FDA Is Beating Ours 43:37 Healthcare Is a Communist Society Inside Capitalism 45:57 Sid's Story: N-of-1 Medicine Part 4: The Autonomous Company 47:49 Autonomous Infrastructure 51:25 Your Job Is to Train the Agent 54:54 The Next Lord of the Rings 59:08 What's Your Definition of Art? 1:05:00 Can AI Have New Ideas? 1:07:03 A Very Large Number of Small Teams With Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). Transcript: http://nav.al/industrial
- May 29, 202620 min
The Regulatory Frontier
Part 3 of our Frontier Founders roundtable with Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 00:00 Previously on Naval Podcast 00:34 The Regulatory Red Queen Race 05:13 Guilty Until Proven Innocent 09:30 We Need a True 50-State Experiment 13:12 China's FDA Is Beating Ours 16:18 Healthcare Is a Communist Society Inside Capitalism 18:38 Sid's Story: N-of-1 Medicine Transcript: nav.al/frontier
- May 28, 202613 min
Vibe Coding Hardware
Part 2 of our new format with three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Sonic), and Max Hodak (Science). 00:35 Vibe Coding A Turbine Blade 04:04 Intelligence Is An Unalloyed Good 06:12 You Always Want The Smartest Model 08:41 Software Still Needs Hands 10:40 Humans Are Becoming Verifiers Transcript: http://nav.al/hardware
- May 27, 202614 min
Waste Tokens, Save Time
A new format for the podcast! With three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 01:27 AI Software Factories 04:15 Waste Tokens, Save Time 05:47 Models Instructing Humans 09:30 Is Pure Software Dead? 12:04 You Don't Get Stuck Anymore Transcript: nav.al/tokens
- May 11, 202627 min
Sell the Truth
00:00 Be Credible 03:18 "Yes, And" 04:31 Selfish Honesty 05:37 Charisma Is Confidence + Love 07:56 Don't Manage, Lead 11:16 Hunt Together 14:51 Feed Your (Good) Obsessions 18:57 Sell the Truth 21:07 Good Deal or No Deal 23:39 The Age of Nonlinear Returns — Transcript: http://nav.al/sell USVC is a product of AngelList, where we are founders and hold equity.
- May 4, 202619 min
'Nothing Ever Happens' Is Over
00:14 The Fully Interconnected Startup 04:22 You Don't Need the Explicit Intranet Anymore 07:03 May You Live in Interesting Times 10:48 Drones Democratize Violence 12:51 Biothreats Could Also Get Democratized 15:17 AI Interfaces Unlock Hardware 17:43 Optimism Requires Creativity -- Transcript: http://nav.al/over USVC is a product of AngelList, where we are founders and hold equity.
- Apr 28, 202629 min
A Return to Code
A Return to Coding 00:15 The Personal App Store 03:08 Vibe Coding Is a Video Game with Real-World Rewards 06:12 Pure Software Is Uninvestable 10:23 A Place for Each Model 14:09 AI Is Eager to Please 17:44 Why Math and Coding? 21:58 The Beginning of the End of Apple's Dominance 24:04 Coding Agents As Customer Service Reps 27:43 -- Transcript: http://nav.al/code Presented by AngelList: http://angellist.com/podcast We founded AngelList and have equity in the company.
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